Top 42 Financial service representative Jobs in Potsdam, Ny

Financial Service Representative
SeaComm Federal Credit Union —Massena, NY
- $18 - $20 an hour
- Full-time
- Office
- High school diploma or GED
- Conflict management
- Paid holidays
- Disability insurance
Quick Apply
1d
Customer Care Center Specialist
Community Financial System, Inc. —Canton, NY
- $18.25 - $24.71 an hour
- Full-time
- 18 years or older
- Research
- High school diploma or GED
- Paid holidays
- Health insurance
Reconcilement Representative
Community Financial System, Inc. —Canton, NY
- $18.25 - $24.71 an hour
- Full-time
- Microsoft Word
- 18 years or older
- Microsoft Excel
- Paid holidays
- Health insurance
8d
Indirect Lending Representative
SeaComm Federal Credit Union —Massena, NY
- $17.63 - $19.63 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Personal Insurance Client Advisor
Community Financial System, Inc. —Canton, NY
- $22.60 - $33.93 an hour
- Full-time
- Hybrid work
- 18 years or older
- Word processing
- Mid-level
- Paid holidays
- Health insurance
3d
Assistant Mortgage Loan Consultant (On-Site)
Community Financial System, Inc. —Canton, NY
- $22.60 - $33.93 an hour
- Full-time
- 18 years or older
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Business Development Manager - P&C Insurance
NBT Bank —Massena, NY
- $62,000 - $70,000 a year
- Full-time
- Business development
- Driver's License
- Bachelor's degree
- Health savings account
- Disability insurance
Recovery Agent
Community Financial System, Inc. —Canton, NY
- $18.25 - $24.71 an hour
- Full-time
- Microsoft Word
- 18 years or older
- Customer service
- Paid holidays
- Health insurance
18h
Business Development Manager - P&C Insurance
NBT Insurance —Massena, NY
- $62,000 - $70,000 a year
- Full-time
- Business development
- Driver's License
- Bachelor's degree
- Health savings account
- Disability insurance
Senior Teller
Community Financial System, Inc. —Massena, NY
- $19.00 - $25.60 an hour
- 18 years or older
- Mid-level
- Office
- Paid holidays
- Health insurance
Sales Representative
TaxPlanIQ —United States
- From $70,000 a year
- Email
- Remote
- CRM software
- Background check
- Sales
- Health insurance
- Dental insurance
Quick Apply
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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financial service representative jobs near potsdam, ny

Financial Service Representative

SeaComm Federal Credit Union -
Massena, NY

Quick Apply

Job Details

Full-time
$18 - $20 an hour
1 day ago

Benefits

Paid holidays
Disability insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Referral program
Pet insurance

Qualifications

High school diploma or GED

Full Job Description

Role:

To assist the Credit Union in achieving its Service Mission to deliver Total Member Delight in each and every service interaction with both internal and external members. A key component of this external service is to identify the financial needs of each member and recommend an effective credit union product solution. In addition, to assist members and potential members with their requests; prepare loan applications, respond to questions and concerns and effectively develop and maintain financial relationships with members through a consultative selling process to determine their needs and then fill the need with a product and/or service solution.

Responsibilities:

Provide general credit union information to members regarding products and services and works together to create financial options, which lead to sales closures, buyouts, and quality referrals. This process involves, but is not limited to, maintaining a thorough knowledge of credit union's share and loan products, services, policies and procedures.
Prepare loan application for all lending requests and analyze current financial position of member. Make decision to approve, disapprove, or make recommendations and forward to a higher level for review and approval. This process includes, but is not limited to, pulling credit reports and counseling members on rates, terms and alternate methods of financing and disbursing approved loans to members.
Process member requests such as opening/closing accounts, make address changes, payroll changes, account information and help members reconcile their checking accounts.
Serve as Teller as needed.
Perform other duties as required.

Knowledge and Skills:

Experience: Six months to two years of similar or related experience. Internal candidates must have a minimum of 6 months as a Teller.

Education: A high school education or GED.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Good listening and telephone skills; able to operate a 10-key calculator, typewriter and computer keyboard; able to make decisions with minimum information.

Position Type: Full Time

Hours: 39.5 - 40 hrs. per week

Current Schedule: M-F 8am - 5pm with rotating Friday 9a-6p and Saturday shift

Pay Range: - $18.00 - $20.00 per hour. Position also eligible for quarterly incentives and annual bonus.

Actual starting salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits:

Paid Time Off

Paid Holidays

401K Plan

Medical

Dental

Vision

Flexible Spending Account Option

Life Insurance

Dependent and Spouse Life Insurance Options

Short Term Disability Insurance

Long Term Disability Insurance

Accident Insurance Options

Hospital Indemnity Insurance Options

Specified Disease Insurance Options

Pet Insurance

Legal/ID Shield Options

Employee Referral Program

Paid Volunteer Day

Employee Loan Discounts

SeaComm is an Equal Opportunity/Affirmative Action Employer. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Quick Apply

Refine Your Search

financial service representative jobs in potsdam, ny

Financial Service Representative

Customer Care Center Specialist

Reconcilement Representative

Indirect Lending Representative

Personal Insurance Client Advisor

Assistant Mortgage Loan Consultant (On-Site)

Business Development Manager - P&C Insurance

Recovery Agent

Business Development Manager - P&C Insurance

Senior Teller

Sales Representative

Empower Financial Planner

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