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Trabajos financial industry en Hoboken, New JerseyCrear alertas

  • Teller
    Teller
    hace 16 días
    Jornada completa
    Clifton

    Bi-Lingual a plus but not required We are seeking a dynamic and detail-oriented Teller to join our financial services team. As a Teller, you will be the friendly face of our bank, providing exceptional customer service while efficiently processing transactions and managing banking operations. Your role is vital in fostering positive customer relationships, ensuring compliance with financial regulations, and supporting the overall success of our branch. If you thrive in a fast-paced environment and are passionate about helping clients achieve their financial goals, this opportunity is perfect for you! Responsibilities Handle daily cash transactions with accuracy, including deposits, withdrawals, and payments, ensuring proper cash drawer handling and balancing at the end of each shift Provide excellent customer service by addressing inquiries, offering banking product information, and guiding clients through various financial services Process loan origination requests, including documentation review and initial application processing, supporting the loan processing team as needed Detect and prevent potential fraud by monitoring account activity and adhering to banking regulatory compliance standards Manage customer relationships through relationship management techniques, upselling banking products and services to meet client needs Utilize banking software and Microsoft Office tools to record transactions, update customer information, and generate reports Maintain thorough knowledge of banking products, financial regulations, and industry best practices to ensure accurate processing and compliance Skills Strong customer relationship management skills with a focus on delivering personalized service Proficiency in processing cash transactions accurately using cash handling procedures and retail math skills Knowledge of banking software systems and Microsoft Office applications for data entry and reporting Ability to perform basic math calculations quickly and accurately, including debits & credits and 10 key typing skills Understanding of financial compliance regulations related to banking operations and fraud prevention techniques Excellent communication skills to effectively interact with customers and team members Ability to handle cash drawer balancing, cash management tasks, and cashiering responsibilities efficiently Join our team as a Teller to make a meaningful impact on our customers' financial journeys! Bring your enthusiasm for financial services, technical proficiency, and dedication to excellent customer care. We value your expertise in banking operations and look forward to supporting your growth in a vibrant work environment.

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  • FINANCIAL SALES REPRESENTATIVE
    FINANCIAL SALES REPRESENTATIVE
    hace 1 mes
    Jornada completa
    Manhattan, New York

    Financial Sales Representative Job Description We are seeking a motivated and results-driven Financial Sales Representative to handle high-volume cold and warm lead calls, build strong client relationships, and generate new business opportunities. Responsibilities: • Make a high volume of outbound cold and warm calls to prospective clients., • Follow up with leads and identify potential sales opportunities., • Explain financial products and services clearly and professionally., • Qualify prospects based on their needs and financial goals., • Build rapport, overcome objections, and confidently close sales., • Maintain accurate records of calls, leads, follow-ups, and sales activity., • Meet or exceed daily and monthly call and sales targets., • Follow up consistently with interested prospects to move them through the sales process., • Provide excellent customer service and maintain professional client relationships., • Follow all company policies and applicable financial industry regulations. Requirements: • Previous experience in sales, telemarketing, financial services, or a call center preferred., • Proven ability to handle high-volume outbound calling., • Confident communicator with strong persuasion and negotiation skills., • Comfortable making cold calls and speaking with new prospects., • Goal-oriented, competitive, and motivated by achieving sales targets., • Strong follow-up and objection-handling skills., • Excellent phone etiquette and professional communication., • Comfortable working in a fast-paced, performance-driven environment. Position: Financial Sales Representative Employment Type: Full-Time

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  • Virtual Personal Assistant (PA)
    Virtual Personal Assistant (PA)
    hace 1 mes
    $18–$25 por hora
    Jornada parcial
    New York

    We are seeking a highly organized, dependable, and professional Virtual Personal Assistant to support our insurance team with daily administrative and coordination tasks. The ideal candidate will be comfortable working remotely, communicating professionally, managing confidential information, and keeping multiple tasks organized. Key Responsibilities • Manage calendars, appointments, meetings, and reminders., • Coordinate virtual meetings through Microsoft Teams and other platforms., • Respond to emails, messages, and routine client inquiries., • Maintain and organize digital files, documents, and records., • Assist with preparing reports, spreadsheets, presentations, and correspondence., • Support insurance-related administrative tasks and follow up on outstanding items., • Schedule appointments and coordinate communication with clients, agents, and team members., • Enter and update information accurately in company systems., • Help monitor deadlines, follow-ups, and daily priorities., • Handle sensitive company and client information with professionalism and confidentiality., • Perform other administrative duties as assigned. Qualifications • Previous experience as a personal assistant, virtual assistant, administrative assistant, or similar role preferred., • Excellent written and verbal communication skills., • Strong organizational and time-management abilities., • Proficiency with Microsoft Office, Microsoft Teams, email, and online collaboration tools., • Strong attention to detail and accuracy., • Ability to work independently and meet deadlines., • Professional attitude and reliable internet connection., • Experience in the insurance or financial services industry is a plus. What We Offer • Remote work environment., • Flexible scheduling, depending on business needs., • Opportunity to develop experience in the insurance industry., • Supportive and professional team environment., • Opportunities for growth and increased responsibilities.

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