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Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA <> and SIPC. <> Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary) <_>

Job Title: Customer Care Specialist Location: Hauppauge, NY (Hybrid: 3 Days Onsite / 2 Days Remote) Schedule Options: Monday – Friday, 8:30 AM – 4:30 PM OR 9:00 AM – 5:00 PM Employment Type: Full-Time, Direct Hire About the Opportunity Winston Staffing has been exclusively retained by a premier, award-winning consumer goods designer and distributor located in Hauppauge, NY, to recruit a customer-focused Customer Care Specialist to join their growing team. Recognized multiple times as a Top Workplace on Long Island, our client is celebrated for its collaborative culture, exceptional employee tenure (averaging 10+ years), and industry-leading product warranties. In this role, you will serve as a dedicated brand ambassador, delivering white-glove, direct-to-consumer support. You will guide customers through product inquiries, troubleshoot warranty claims, coordinate replacement parts, and ensure seamless order fulfillment. What You’ll Do • Direct Customer Engagement: Serve as the primary point of contact for inbound customer inquiries (approximately 85% phone support, supplemented by email) in a steady, collaborative team environment., • Product & Warranty Support: Troubleshoot product concerns, explain warranty policies, process return authorizations, and coordinate replacement parts or repair service logistics., • Order & Inventory Tracking: Review and manage open order reports, resolve back orders, and track shipments in partnership with warehouse and fulfillment teams., • System Management: Accurately update customer records, log inquiries, and track cases using modern CRM/ticketing software (Zendesk) and ERP databases (AS400)., • Cross-Functional Collaboration: Partner with retail partners, third-party repair centers, and internal operations to ensure prompt, high-empathy resolutions. What You Bring • Experience: 3+ years of phone-based customer service or customer care experience, specifically within consumer goods, hard goods, retail distribution, or manufacturing environments. (Note: Pure banking or financial services backgrounds are not suitable for this physical product support role)., • Technical Skills: Proficiency with business applications and customer service platforms (e.g., Zendesk, AS400 or similar ERPs, Microsoft Excel, and Outlook)., • Product Troubleshooting: Demonstrated ability to understand physical product components, replacement parts, and warranty-related service requests., • Communication: Exceptional verbal communication, active listening, and professional de-escalation skills., • Education: High School Diploma required; Associate or Bachelor’s degree preferred. Compensation & Comprehensive Benefits • Base Salary: $50,000 – $53,000 annually (based on experience), • Incentive: Eligible for an annual 4% performance bonus, • Work-Life Balance: Hybrid schedule (Tuesday–Thursday in-office in Hauppauge; Monday & Friday work-from-home), • Paid Time Off: 15 PTO days to start + paid company holidays, • Health & Wellness: Comprehensive Medical, Dental, and Vision coverage; paid Short-Term Disability and Life Insurance, • Retirement & Financial: 401(k) with company match, plus a company-funded Profit Sharing Plan and Flexible Spending Accounts (FSA), • Perks & Development: Generous employee product discounts, team-building events, employee referral bonuses, and a dependent college scholarship program

Job Description Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Job Description Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Job DescriptionDescription: The Vice President (VP), Banking Compliance is a senior leadership role responsible for overseeing and enhancing the Bank’s Compliance Management System (CMS) and compliance operations across deposit operations, commercial and consumer banking, and lending activities. This role serves as a subject matter expert in bank regulatory compliance with a strong focus on Deposit and Lending compliance, HMDA, CRA, and Fair Lending, ensuring adherence to applicable federal and state laws and regulations, including OCC supervisory expectations. The VP will partner closely with business line leadership, risk management, and audit functions to ensure effective compliance oversight and approvals across the full lifecycle of banking products—from account opening and client onboarding to lending and loan lifecycles, including disclosures, customer communications, and regulatory reporting and analysis. The role plays a critical part in managing compliance risk, supporting regulatory expectations, and promoting a strong culture of compliance across the organization. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Duties and Responsibilities: Regulatory Compliance Oversight • Lead second-line oversight of compliance across deposit operations, consumer and commercial banking, and lending activities., • Ensure adherence to key regulations including HMDA, CRA, ECOA/Reg B (Fair Lending), TILA, RESPA, UDAAP, TISA, EFTA, and applicable OCC guidance., • Review and approve customer disclosures and notices, including account opening, maintenance, product changes, and fee schedules., • Oversee development, implementation, and maintenance of compliance policies, procedures, and controls across business lines., • Provide expert guidance on regulatory interpretation, applicability, and implementation., • Prepare executive-level reporting for senior management, Risk Committee, and the Board on compliance trends and risks., • Maintain strong relationships with internal audit, legal, and business partners. HMDA, CRA, and Fair Lending Leadership • The ideal candidate will serve as the Bank’s HMDA and CRA Officer and will lead the Bank’s HMDA and CRA Task Forces., • Oversee HMDA data integrity, reporting, and governance, including data validation, scrubbing, and annual LAR submissions., • Lead CRA program oversight, including performance monitoring, assessment area analysis, and regulatory exam readiness., • Direct Fair Lending program activities, including risk assessments, statistical analysis, and monitoring for disparate treatment or impact., • Review findings, root cause analysis, and corrective action plans; ensure timely escalation of material issues., • Partner with internal stakeholders to identify and remediate potential compliance risks. Deposit Operations and Disclosures Expertise • Provide oversight of compliance risks related to deposit products, account servicing, and customer disclosures., • Ensure compliance with regulatory disclosure requirements and customer communications (e.g., Reg DD, Reg E)., • Collaborate with operations and product teams to ensure compliant product design and lifecycle management., • Provide advisory support on new product development, system implementations, and strategic initiatives., • Ensure timely incorporation of regulatory changes into policies, procedures, and controls., • Promote a proactive, risk-aware culture aligned with the Bank’s compliance and risk appetite.Requirements:, • 5+ years of progressive experience in banking compliance, risk management, or audit., • Demonstrated expertise in HMDA, CRA, and Fair Lending, including program management and reporting., • Strong experience supporting deposit operations, disclosures, commercial and consumer lending compliance., • Experience interacting with regulators (OCC, FDIC, CFPB or Federal Reserve)., • Professional certification such as CRCM (Certified Regulatory Compliance Manager) preferred, but not required. Technical Knowledge Deep understanding of: • Consumer protection regulations (ECOA, TILA, RESPA, UDAAP, Reg DD, Reg E, etc.), • HMDA data collection, validation, and reporting requirements, • CRA performance standards and evaluation criteria, • Fair Lending analytics and risk assessment methodologies, • Familiarity with compliance systems, data analytics tools, and reporting platforms. Leadership Skills • Proven ability to lead cross-functional initiatives and influence senior stakeholders., • Strong analytical, problem-solving, and decision-making skills., • Excellent written and verbal communication skills, including executive-level reporting. Preferred Attributes • Experience in a growth-oriented bank ($1B–$10B range) with evolving regulatory expectations., • Ability to build and enhance compliance programs in a dynamic environment. Strong balance of strategic oversight and hands-on execution. Work Location Requirement: This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work. EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionDescription: The Deposit Operations Specialist is responsible for the accurate and timely processing of deposit operations transactions, with a primary focus on wire transfers, ACH activity, and check processing. This role supports daily operational functions, performs fraud review and investigation, resolves exceptions, and helps ensure compliance with internal procedures, regulatory requirements, and service level expectations. About Servbank Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities: · Responsible for item processing, including incoming and outgoing wire transfers, ACH transactions, and check-related items accurately and within established deadlines. · Review transactions for completeness, proper authorization, compliance with internal controls, and adherence to applicable banking regulations and operating procedures. · Perform daily item processing activities, including exception handling, returns, adjustments, research, and balancing for wires, ACH, and check transactions. · Conduct fraud review on deposit operations activity by monitoring suspicious transactions, identifying unusual patterns, and escalating concerns in accordance with bank policy. · Investigate potential fraud cases involving wires, ACH, checks, and related deposit transactions; document findings, coordinate follow-up, and support loss mitigation efforts. · Research and resolve transaction discrepancies, customer inquiries, and operational issues in a timely and professional manner. · Perform servicing and maintenance activities for deposit accounts and related services, including updates, changes, corrections, and routine account maintenance requests in accordance with established procedures. · Maintain accurate records, audit trails, and supporting documentation for transaction processing, investigations, and exception resolution. · Partner with internal departments, including fraud, risk, compliance, treasury management, retail operations, and customer support, to resolve issues and improve processes. · Assist with report monitoring, daily reconciliations, and control reviews to ensure operational accuracy and completeness. · Support procedure updates, testing, and process improvement initiatives related to deposit operations and fraud mitigation. · Stay current on applicable regulations, payment rules, and internal policies related to wires, ACH, check processing, and fraud prevention. · Perform other duties as assigned to support departmental and organizational objectives. Requirements: · High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred. · Experience in deposit operations, treasury operations, bank operations, or a related financial services role preferred. · Working knowledge of wire processing, ACH rules, check processing, exception handling, and general deposit operations procedures. · Experience with fraud review, transaction monitoring, investigations, or operational risk controls is preferred. · Understanding of applicable regulations and industry guidance, including NACHA rules, Regulation CC, Regulation E, and bank security procedures. · Proficiency in core banking systems and Microsoft Office applications. Knowledge and Skills: · Strong attention to detail and accuracy · Analytical thinking and problem-solving skills · Ability to manage sensitive information with discretion · Strong organizational and time management skills · Effective written and verbal communication · Ability to work independently and collaboratively in a fast-paced environment · Commitment to compliance, risk awareness, and operational excellence EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionPart-Time Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We give you Benefits that Go Beyond Your Paycheck: • Competitive compensation with paid training, • Engaged Managers who value your input, are transparent, and provide coaching for your success, • Professional Development with growth opportunities and a supportive learning environment, • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration, • Retirement Benefits, featuring a 401(k) with a generous match, • Employee Activity Groups that foster a sense of belonging and teamwork, • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees, • Gym Reimbursement and Employee Wellness time off to support your health and wellness, • Flexible PTO options that include vacation payout and sick time incentive payouts, • Discounts on Employee Loans to help you create financial success, • A CEO with brilliant vision and aspirationWant to know why we’re so happy? Click here to learn and meet our CEO!Find out what life at Jovia is like ... https://www.jovia.org/life-at-jovia What you will be doing:, • Direct dealing with member and potential members, • Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products., • Efficiently and accurately process transactions (loan payments, transfer of funds), • Research and resolve member concerns, • Sufficiently and accurately record information, • Efficiently utilize the software system provided to perform member transactions, • Engage with members to obtain information and explain available services to meet their financial needs.What we need from you:, • Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service, • Previous banking or financial services experience, • Desire to provide outstanding member service, • Ability to discuss products and services, • Professional appearance coupled with an enthusiastic, assertive personality., • Self-motivated, • Strong computer skills, • Excellent communication skills, • Thorough knowledge of negotiable instruments, • Dependable (arrive to work on time as scheduled) with open availability on Fridays, Saturdays and one other day during the week (19 hours total) Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) #ZR

Allied Universal - - Responsibilities: Provide customer service to employees, visitors, and/or customers at a financial institution; Conduct regular and random patrols of banking areas, entrances, parking areas, and the surrounding perimeter; Monitor access points and verify authorized entry in acc

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. Why Join Us? • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years), • Competitive pay and discretionary or incentive bonus eligible, • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few, • Family-friendly work hours, • With 200+ community bank locations, we offer opportunities to grow and develop in your career, • Promote from within culture Why Join This Team? • We have a culture that encourages an entrepreneurial spirit, • We offer multiple opportunities for development and upward mobility Job Description Summary Provide outstanding customer service while preparing loan agreements for a portfolio of agents. Use creativity and good judgment to provide the best possible quotes while minimizing risk and maximizing profit to FIRST. What You'll Do • Prepare quotes as needed for assigned agents within a given region(s), • Approve quotes up to a maximum amount financed of $750,000., • Accept inbound phone calls from agents and provide outstanding customer service., • Respond and handle all emails in a timely fashion while providing outstanding customer service., • Monitor volume for assigned agents within the portfolio. Take proactive measures to both protect and grow volume as appropriate. Qualifications • 0-3 years of insurance or industry experience., • Good interpersonal skills to communicate with clients, • Attention to detail and excellent follow through, • General computer skills, • High school degree or equivalent, • Onsite position in Islandia, NY Benefits Medical insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term disability insurance Parental leave Employee assistance program (EAP) Traditional and Roth 401(k) with company match Flexible spending account (FSA) Employee stock purchase plan at 5% discount Critical illness insurance Accident insurance Transportation and commuting benefits Banking benefits Pet insurance Compensation The estimated hourly rate for this role is $24.00 - $31.25 along with eligibility to earn a quarterly incentive. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Citigroup - - Responsibilities: Process transactions accurately; Assist clients with banking needs; Promote Citi digital/self-service options; Adhere to regulations and policies; Provide courteous customer service.

Long Island (Smithtown, Ronkonkoma, East Setauket) Salary Range: $72,000 - $96,000 The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently achieve monthly and ongoing production objectives. This role requires a highly motivated individual who demonstrates strong sales and service orientation, as well as the ability to collaborate effectively with both branch personnel and bank clients. • Achieve or surpass established sales targets., • Lead branch sales meetings, briefings, and motivational sessions., • Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling., • Provide training programs for all branch employees., • Engage daily with prospective clients., • Uphold exemplary customer service standards, with the ability to explain investment concepts clearly and concisely to potential clients., • Participate in ongoing sales and product training sessions., • Maintain effective working relationships with branch personnel., • Hold weekly meetings with Branch Managers across the assigned territory., • Fulfil additional responsibilities as required., • High school diploma or GED required., • Minimum of 2 years of sales experience as a financial consultant., • Banking experience preferred., • Must possess current NYS Life, Accident & Health license,, • FINRA Series 7, 63, and series 65 or 66 required., • Excellent time management and communication skills required., • Self-motivated with ability to work independently. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: • Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives, • Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews, • Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate, • Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis, • Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks, • Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: • Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients, • Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field, • Knowledge of fiduciary and financial products and services through extensive related work experience, • Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients, • Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school, • Skills and experience in negotiating, delegating and leadership, • Superior client service and relationship management skills Desired Qualifications: • Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience, • Graduate Degree such as MBA or JD, • Holds appropriate credentials such as CPA, CFP and/or CFA designation, • The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: • Advisory, • Client Investments Management, • Customer and Client Focus, • Investment Management, • Presentation Skills, • Active Listening, • Analytical Thinking, • Attention to Detail, • Client Experience Branding, • Valuation Ethics and Practice Standards, • Collaboration, • Critical Thinking, • Data Quality Management, • Trading, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)Pay and benefits informationPay range$135,600.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Aptitude in obtaining required industry licenses, • Must be self-disciplined in managing time and capacity, • Experience in cultivating client relationships, assessing needs and recommending solutions, • Success creating strong peer relationships through effective communication and collaboration, • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment, • Executes multiple tasks simultaneously, • Learns and adapts to new technology or applications, • Currently holds FINRA Securities Industry Essentials (SIE), • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Client Experience Branding, • Client Solutions Advisory, • Investment Management, • Pipeline Management, • Referral Management, • Client Management, • Customer and Client Focus, • Portfolio Management, • Prospecting, • Referral Identification, • Business Acumen, • Executive Presence, • Oral Communications, • Risk Management, • Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Smithtown - 31 Route 111 - VILLAGE OF THE BRANCH BC (NY5254) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. The Wealth Management Client Associate Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: • Displays confidence working as a self-starter in a sales role, • Builds strong client relationships through effective communication and collaboration, • Displays a proactive mindset and effective time management, • Demonstrates a results-driven growth mindset and prioritizes client interests, • Identifies appropriate client solutions through application of learnings and new information, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal), • Proven ability to quickly build trust and credibility, • Proven ability to assess needs of and recommend appropriate solutions, • Proven ability to work both collaboratively on a team with key partners and independently, • Proven ability to listen and probe for clarity and understanding, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Strong follow-through skills, • Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: • Bachelor's degree and/or a minimum of one year of work experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously Job Responsibilities: • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed, • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Trade Operations Management, • Administrative Services, • Client Investments Management, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off $52,000–$55,000 Base Salary + Performance Bonus | 401(k) Match | PTO | Career Growth ROLE DESCRIPTION Are you dependable, organized, and someone who genuinely enjoys helping people? Our growing Nesconset insurance office is looking for a Customer Relations Representative to help us deliver an excellent experience to our customers and support our growing book of business. We're looking for someone who takes ownership of their work, communicates well, follows through, and wants to become an important part of a team. Previous insurance experience is not required. We're more interested in finding someone with the right attitude, work ethic, attention to detail, and willingness to learn. This is a full-time, in-office position with opportunities to develop your skills and grow within our agency. WHAT YOU'LL DO • Assist customers with questions regarding their insurance policies, • Handle incoming calls, emails, and customer requests, • Help customers understand coverage and policy information, • Process policy-related requests and follow up to ensure completion, • Identify opportunities to better meet customers' insurance needs, • Build strong relationships with existing customers, • Help resolve customer concerns professionally and efficiently, • Maintain accurate customer information and documentation, • Work closely with our sales and service teams, • Participate in ongoing training and development WHO WE'RE LOOKING FOR You may be a great fit if you: • Are dependable and consistently show up ready to work, • Take ownership instead of waiting for someone else to solve a problem, • Are organized and pay attention to details, • Communicate clearly and professionally, • Have patience when working through customer concerns, • Can manage multiple priorities in a busy office, • Are comfortable learning new systems and processes, • Accept feedback and are willing to improve, • Enjoy helping people and building relationships, • Want a stable, long-term career opportunity Customer service experience is preferred, but insurance experience is not required. Candidates from banking, hospitality, medical offices, retail, automotive, property management, administrative roles, and other customer-facing environments are encouraged to apply. Relevant insurance licensing will be required for the position. COMPENSATION & BENEFITS • $52,000–$55,000 base salary, • Performance-based bonus opportunities, • 401(k) matching, • Paid time off, • Training and professional development, • Advancement opportunities, • Supportive team environment, • Full-time, in-office position Compensation: $52,000–$55,000+ per year based on experience and performance bonuses One change I'd make from your existing posting

Job Description Customer Success Associate (Front Office) Central Islip, NY | Full-Time | Monday-Friday | 7:30 a.m.-4:30 p.m. Be the First Impression. Create Great Customer Experiences. Do you enjoy helping people, staying organized, and keeping things running smoothly? Do you take pride in providing exceptional service and making customers feel welcomed and supported? Quality Enclosures is looking for a friendly, organized, and customer-focused Customer Success Associate (Front Office) to join our team. As the first point of contact for many of our customers, vendors, and visitors, you’ll help create a positive experience from the moment they call or walk through our doors. You’ll answer questions, provide updates, coordinate with multiple departments, and ensure every interaction reflects the high level of service Quality Enclosures is known for. If you enjoy building relationships, solving problems, and working with a collaborative team, we’d love to meet you. What You’ll Do As our Customer Success Associate, you’ll help create a seamless customer experience while supporting the daily operations of our front office and Customer Success department. Your responsibilities will include: • Welcome customers, vendors, and visitors with warmth and professionalism, • Answer incoming calls and connect customers with the appropriate department, • Assist customers with order status, deliveries, pickups, product questions, and general inquiries, • Work with Customer Success, Sales, Production, Logistics, Engineering, and Accounting to resolve customer needs, • Follow up with customers to provide updates and ensure timely communication, • Support the Customer Success and Sales teams with administrative and customer-related tasks, • Process payments and assist walk-in customers, • Prepare customer paperwork and maintain accurate records, • Help maintain a professional, organized, and welcoming front office, • Identify opportunities to improve the overall customer experienceWhat We’re Looking For We’re looking for someone who genuinely enjoys helping people and takes pride in delivering outstanding customer service. The ideal candidate will have: • 2+ years of experience in customer service, office administration, reception, hospitality, banking, sales support, or a related role, • Excellent verbal and written communication skills, • Strong organizational and multitasking abilities, • The ability to remain calm, professional, and friendly in a fast-paced environment, • Proficiency with Microsoft Outlook, Word, and Excel, • A positive attitude, strong attention to detail, and willingness to learn, • A team-first mindset and a passion for helping customers and coworkers succeed Experience with CRM, ERP, order-management, or customer-service software is a plus. Why Join Quality Enclosures? Quality Enclosures has been a trusted manufacturer of custom shower enclosures and flat-glass products for more than 50 years. We believe exceptional customer experiences begin with exceptional employees. When you join our team, you’ll become part of a supportive, collaborative environment where your contributions are valued and you’ll have opportunities to continue developing your career. What We Offer • Health, dental, and vision insurance, • 401(k), • Paid time off, • Paid training, • Supportive team environment, • The stability of a company with more than 50 years of success Location: Central Islip, NY Schedule: Monday-Friday, 7:30 a.m.-4:30 p.m. If you’re looking for a role where you can positively impact customers every day while working alongside a supportive team, we’d love to hear from you. Apply today and help Quality Enclosures create exceptional customer experiences.

Job DescriptionPurpose: Universal Banker (UB) is responsible for assisting all bank clients, opening new accounts, verifying the identity of account holders, assisting customers with transactions and conducting both teller and cash vault transactions in an accurate and timely manner. In addition, they are also responsible for the overall sales and servicing of all Bank products and services. The UB must maintain current knowledge of Bank’s products, services and current promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Essential Job Functions: • Maintain exceptional customer service standard, greet customers and facilitate a welcoming customer focused environment., • Accurately processes transactions and open new accounts in a timely and professional manner and request the required identification., • Communicate ideas on how to improve a customer’s experience to Branch Management., • Maintain current knowledge of all Federal and State laws and regulations along with the Bank’s policies and procedures., • Processes Teller transactions in an accurate and timely manner (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.), • Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments., • Responsible for monitoring and maintaining Branch cash supply., • Process assigned reports and/or job duties in an accurate and timely manner., • Answer customer questions and concerns regarding banking products and services., • Maintains a current understanding of the Bank’s new account opening procedures., • Keeps current information of the Bank’s products and services. Required Knowledge, Skills and Abilities: • Bachelor’s Degree or equivalent experience in Banking, • Knowledge of Banking procedures and regulations, • Strong communication and interpersonal skills, • Advanced knowledge in computer skills Pay Range: $22.00 - $26.00 hourly Powered by JazzHR N0DYrJswdm

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: Our Personal Banker I – Interactive Teller will deliver exceptional service by assisting members through ITMs, secure messages, and ticklers, addressing their financial needs and supporting their goals while contributing to the Contact Center's digital banking efforts. Ensure compliance with regulations, foster referral opportunities across various banking channels, and act as a professional and courteous advocate for members, all while supporting the overall growth and success of the Credit Union. Key Responsibilities: • Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly., • Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition., • Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality., • Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests., • Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests., • Assist with Debit/ATM card servicing, wire transfers, and checkbook orders., • Support member onboarding activities, ensuring a smooth and positive experience., • Provide digital and online banking support to members, ensuring seamless access to services., • Assist the Contact Center with inbound calls during high volume periods., • Participate in community events, Call Nights, and business development efforts to support Credit Union growth. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. One (1) year of customer service/teller experience is required, preferably in a Financial Services. • Exhibits strong interpersonal skills with the ability to be empathetic and build rapport., • Ability to express oneself clearly and articulately both orally and in writing., • Demonstrated skill in customer service and communication., • Ability to exercise tact and responsibility with handling confidential information., • Ability to work with direct supervision of daily activities., • Demonstrates ability to achieve individual goals as well as support the team achieve branch goals., • Intermediate mathematical skills required., • Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations, • Knowledge of credit union products, services, policies, regulations, and procedures Working Conditions: • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information., • Interact on video calls through the ITM (Interactive Teller Machines). Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications. Job Posted by ApplicantPro

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction. Key Responsibilities: • Deliver exceptional service to all current and prospective members., • Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities., • Resolve member requests, complaints, and issues in a timely and effective manner., • Build and deepen relationships with members, generating referral opportunities., • Accurately and efficiently process transactions while maintaining member confidentiality., • Perform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience., • Complete new member onboarding and assist with account maintenance and fraud claims., • Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing., • Support inbound call centers, digital banking services, and travel to branches as needed., • Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory and cash handling experience preferred. Notary License required or to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred. • Clear and articulate communication, both orally and in writing., • Proficient in customer service and handling confidential information with discretion., • Ability to work effectively with direct supervision and support branch goals., • Intermediate mathematical skills with knowledge of loan processing procedures., • Familiarity with credit union products, services, policies, and regulations., • Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others. Working Conditions: • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information., • Occasionally required to lift over 45 lbs., such as supply boxes., • Occasionally works unusual hours, including Credit Union Days and call nights., • Must be available to work a flexible schedule, including Saturdays., • Occasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment. In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability. Success in this role requires a customer-centric approach and the ability to balance service, sales, and compliance priorities effectively. Key Responsibilities: • Provide exceptional member experiences to both current and prospective Suffolk Credit Union members., • Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking., • Identify and refer opportunities for lending, wealth management, and other services to meet members' financial needs., • Collaborate with cross-functional teams to achieve departmental and Credit Union goals., • Ensure accuracy, efficiency, and confidentiality in all transactions and tasks., • Proactively engage with members through research and outreach for sales and service opportunities., • Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling., • Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations., • Support the Credit Union's growth through community involvement, business development efforts, and branch activities., • Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred. • Strong interpersonal skills with the ability to empathize and build rapport., • Clear and articulate communication, both orally and in writing., • Proficient in customer service and handling confidential information with discretion., • Ability to work effectively with direct supervision and support branch goals., • Intermediate mathematical skills with knowledge of loan processing procedures., • Familiarity with credit union products, services, policies, and regulations., • Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others. Working Conditions: • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information., • Occasionally required to lift over 45 lbs., such as supply boxes., • Occasionally works unusual hours, including Credit Union Days and call nights., • Must be available to work a flexible schedule, including Saturdays., • Occasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

Job Description Love people? Turn that into meaningful earning potential. Start at $25/hour or commission while you learn. Build at $22/hour or commission/bonus. Graduate into an uncapped commission + bonus plan as a Trusted Advisor. High performers can advance into Premier, President, and leadership opportunities. You do not need furniture sales experience to build a great career here. At Ashley / Factory Direct Enterprises, we are looking for ambitious, relationship-driven people who want more than another hourly retail job. We provide the brand, professional training, coaching, modern selling tools, and opportunities. You bring the energy, curiosity, accountability, and drive to make it yours. Learn it. Build it. Earn it. HOW YOU'LL EARN + GROW We believe you should learn about the business before your income depends on commission. LEARN — Weeks 1–8 • Pay: $25/hour or Commission, • Paid professional training focused on product knowledge, selling skills, technology, guest experience, financing, protection, coaching, activity standards, and certification. BUILD — Weeks 9–16 • Pay: $22/hour or Commission/Bonus, • Put training into action, develop a guest pipeline, create appointments, strengthen selling skills, and earn HFA bonuses tied to performance. EARN — Week 17+ • Pay: Graduate to Trusted Advisor: uncapped commission + bonus, • Graduate into the full plan. At baseline KPI performance, earnings are approximately $28/hour equivalent. Top performers can earn $170,000+ annually, with additional Premier, President, recognition, and leadership opportunities. We pay you to learn. We support you while you build. Then we give you the opportunity to earn. WHAT YOU'LL DO Our strongest sales professionals create opportunities, build relationships, and take ownership of their results. • Build genuine guest relationships and understand style, needs, priorities, timing, and budget., • Recommend furniture, mattresses, protection, financing, and complete-room solutions that fit the guest's needs., • Guide guests confidently from discovery through purchase and follow up appropriately after the sale., • Create opportunities through prospecting, calls, texts, prior-guest outreach, open quotes, referrals, and appointment setting., • Maintain an accurate guest pipeline, follow-up plan, and selling activity within company systems., • Work toward individual written-sales, quality, activity, and performance goals., • Participate in ongoing training, coaching, role-play, certification, and skill development., • Use technology and communication tools to create repeat and referral business while contributing to a professional, accountable, positive, guest-focused store culture. WHO THRIVES HERE We can teach furniture. We're looking for professional potential: • Love connecting with people; competitive, goal-oriented, and motivated by performance., • Ask thoughtful questions, listen well, and build relationships naturally., • Coachable, curious, reliable, and committed to continuous improvement., • Take ownership of activity, follow-up, results, and development., • Comfortable learning technology, prospecting, and creating opportunities beyond store traffic. Strong candidates often come from retail, hospitality, restaurants, automotive, wireless, fitness, beauty, banking, luxury retail, customer service, membership sales, and other relationship-driven environments. YOUR CAREER PATH Retail Sales Professional → Trusted Advisor → Premier → President → Leadership Opportunities Top performers may become eligible for quarterly bonus opportunities, Premier and President recognition, special events, travel opportunities, mentoring, and leadership development under applicable program rules. TIME OFF, BENEFITS + RECOGNITION We believe great performance should be supported by meaningful benefits, time to recharge, and recognition for results. Eligible team members may receive: • Paid vacation; paid personal and sick time; and a paid birthday benefit., • Holiday Recovery Days - work an eligible recognized company holiday and earn a paid recovery day to use later, subject to program rules, approval requirements, and business needs., • Paid volunteer opportunity through the Give-a-Day program., • Medical, dental, and vision benefits; team member purchase programs., • Recognition and rewards for strong performance, plus structured coaching, development, and career advancement opportunities. WHY ASHLEY / FACTORY DIRECT ENTERPRISES Build your career with one of the most recognized names in home furnishings, backed by paid professional sales training and a protected new-hire ramp, structured coaching and certification, modern prospecting and guest communication tools, uncapped earning opportunity after graduation, Premier and President recognition, leadership opportunities, and a culture focused on accountability, growth, guest experience, and team-member success. Our Mission: We are committed to amazing our team members, guests, and the communities we serve through every personal interaction, and by doing so, we honor God. All employees may further our Mission and Vision by demonstrating these Core Values, regardless of their religious beliefs. Factory Direct Enterprises LLC. d/b/a Ashley Northeast does not discriminate based on an individual's religious faith or lack thereof. SCHEDULE + ROLE REQUIREMENTS This is a full-time retail sales role. Flexibility to work evenings, weekends, and eligible holidays is required based on business needs. Consistent attendance, participation in training and coaching, use of company technology, prospecting activity, and progress toward sales and performance expectations are essential to success. FAST HIRING + TRAINING PROCESS We know great candidates should not wait weeks to begin their next opportunity. Our streamlined hiring process is designed to move qualified candidates quickly from application to training start. Many successful candidates can begin paid training within approximately 14 days of applying. Start learning. Start earning. Start building your career. Love people. Learn the business. Build your skills. Grow your income. Apply today for our Retail Sales Professional - Home Furnishings opportunity with Ashley. Factory Direct Enterprises, LLC d/b/a Ashley is an equal opportunity employer. Employment decisions are made in accordance with applicable federal, state, and local law. Compensation, bonus, recognition, time-off, and benefit programs are subject to applicable plan documents, eligibility requirements, and company policies. Location-specific postings will include required compensation and pay-transparency disclosures.

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