Financial Representative jobs in New York

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FINANCIAL SERVICES REPRESENTATIVE I

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

CompanyHudson Valley Credit Union
AddressLagrangeville, NY
CategoryAccounting/Finance
Job typeFull Time
Date Posted 5 days ago See detail

Financial Services Representative I

Hudson Valley Credit Union

Lagrangeville, NY

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

Entry Level Financial Customer Service Representative

Teksystems

New York, NY

$18 per hour

Bachelors or Associates Degree in Business Related Field. 0-1 years' Customer Service experience. Market Exposure Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equit...

Entry Level Financial Customer Service Representative

York State Department Of Labor

New York, NY

Bachelors or Associates Degree in Business Related Field . 0-1 years' Customer Service experience . Market Exposure Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equ...

Financial Representative

Northwestern Mutual

New York, NY

BuildWork to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. EducateEducate yourself beyond training through sponsored licensing a...

Financial Representative Trainee

Thoroughbred Advisors

New York, NY

$24,000 - $150,000 a year

Source prospects and acquire clients utilizing National Life Groups client engagement process. Ability to identify and understand client needs and deliver the solutions to meet them. Comply with all regulatory requirements, inclu...

Entry Level Financial Customer Service Representative

York State Department Of Labor

New York, NY

Bachelors or Associates Degree in Business Related Field . 0-1 years' Customer Service experience . Market Exposure Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equ...

Financial Services Representative I

Hudson Valley Credit Union

Hopewell Junction, NY

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

Financial Advisor / Representative

Northwestern Mutual - North Country, Ny

Watertown, NY

$45,000 - $85,000 a year

Dental insurance. Flexible schedule. Health insurance. Life insurance. Parental leave. Retirement plan. Tuition reimbursement. Vision insurance. Choose your own hours. Monday to Friday. No weekends. Bonus opportunities. Commission...

Financial Customer Service Representative

Kashable Llc

New York, NY

$45,000 - $75,000 a year

Handle incoming support requests from customers and prospects through various channels, such as live chat, email, and phone. Serve as a resident product expert and maintain exceptional knowledge of the product as we continue to ad...

Financial Sales Representative

Tri-Harbor Financial Group

New York, NY

$82,000 - $114,000 a year

Bachelor's degree Required. Preferred: College Athlete | Sales Experience | Leadership Background | Bilingual. Relationship building, communication, negotiation, or client-facing skills. Leadership Opportunities. Access to one-on-...

LATC - Financial Aid Representative

Watertown School District 14-4

Watertown, NY

Knowledge and background of office procedures and finance. Minimum 3 years' experience in Financial Aid or related field preferred. AAS degree in a finance-related field preferred. Strong computer skills including using a variety...