Financial sales jobs in Albany, New York - Page 3Create job alerts

Job DescriptionSalary: $17/hr - $22/hr Company Summary Camelot Print & Copy Centers is the leading printing services company in the Capital District, and offer a variety of print & copy services under one roof. We dont just sell copying and printing we sell service & quality! This motto is very easy to say but extremely difficult to perform each and every day. Camelot does this by recruiting the best production staff in the area, a top-notch design team and highly responsive service personnel. Camelot Print & Copy Centers proudly serves the Capital Region and the Mid-Hudson Valley, New York. Position Summary Reporting to the Customer Service Manager, the Customer Service Representative is responsible for delivering products to customer locations, educating current and prospective customers, answering questions and closing opportunities for follow on sales with existing accounts and new accounts. Success in this position is dependent upon the Customer Service Representatives ability to be customer focused, detail oriented, rapidly build relationships, listen, solve problems and increase sales. How Youll Make an Impact • Become an expert on Camelot Print & Copy Centers products, services and how Camelot will meet the needs of current and future customers, • Learn, understand and communicate all product offerings, the specific characteristics of each and benefits to the client, • Responsible for ensuring all scheduled orders are properly delivered, • Greet customers, provide an exceptional customer experience consistent with company mission, • Listen, ask relevant questions and obtain necessary information to assist the customer in error-free completion of their project, • Embrace Camelot Print & Copy Centers sales methodology in an effort to source and foster new customer relationships, • Respond to sales phone and email inquiries professionally, quickly and without error What You Must Bring to This Role • High school diploma or general education degree (GED); or equivalent combination of education and experience - required, • Associates degree from a 2-year college and/or 4 years related experience or training; or equivalent combination of education and experience - desired, • Demonstrated success rapidly building and maintaining customer facing relationships - required, • Demonstrated success selling - required, • Proven success working independently - required, • Demonstrated competence in Microsoft Office, (Excel, Word, and PowerPoint) - required, • Proven comfort handling multiple tasks in a fast-paced environment while maintaining poise and patience - required, • Exposure to and comfort with basic math skills, such as addition, subtraction, multiplication, and division - required, • Valid drivers license free from traffic violations - required, • Commitment to operate safely and effectively - required, • A history of exceptional attention to detail and commitment to "doing things right the first time" - required Compensation, Benefits & Fun Stuff • Be a part of a locally owned & operated business, who values treating everyone with integrity & respect, • Be a part of a progressive company who strives to reinvest in their staff and community, • Financial Wellness Evaluation, • Paid sick days, • Paid vacation(full time employees), • Paid personal days (full time employees), • Paid holidays (full time employees), • Comprehensive medical, dental, vision & life insurance plan (full time employees) Working Conditions & Physical Efforts • Ability & willingness to travel/be on the road from 5% to 95% of the time, • Intellectually intense, fasted paced and often changing environment, • Work is performed in an interior office environment, • Work may be performed in a production environment, • Visual functions being those of near vision, depth perception, and ability to adjust focus, • Talking and hearing occur continuously in the process of communicating with leadership & customers, • Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or operate equipment, • This role requires moderate physical effort and has limited exposure to physical risk, • This role requires regular lifting of up to 50 pounds and occasional lifting of up to 75 pounds, • Transportation to and from work locations The duties and responsibilities, qualifications, physical conditions and other statements contained herein represent the current general nature of the job described, and are subject to change at any time, with or without notice. This job description does not limit in any way the assignments given to an employee in this role. Employees are expected to perform any and all duties (compliant, legal & ethical) assigned by the Company leadership, collaboratively and with the best intention of the customer and company. This role is posted in partnership with HR Resolved, Inc.

Job DescriptionDescription: Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch. They are expected to float between all branch locations in which the schedule will be based on staffing needs. Duties & Responsibilities • Processes all member transaction requests in a professional, friendly manner with a strong emphasis on accuracy., • Follows policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations, including, but limited to the Bank Secrecy Act., • Responsible for the daily opening and closing of their assigned cash box and PC work station, including but not limited to maintaining cash limits with credit union guidelines, maintain proper securing all negotiable instruments (including cash), ensuring that their assigned PC is locked whenever out of their immediate control, balancing their physical cash to the core operating system at the end of the work day, and notifying a supervisor of any and all discrepancies., • Maintain cash differences within Credit Union guidelines., • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction., • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction., • Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs, and meet branch goals., • Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management., • Disburse Consumer loans., • Refer appropriate members to the First New York Retirement and Investment Services Program., • Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services., • Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion., • Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act., • Participates in the Sales Incentive Program., • Maintains Notary Public designation., • Provides quotes on consumer loan payoffs., • Handles routine file maintenance on computer system., • Performs other duties as may be assigned.Requirements:, • High School graduate., • Previous financial branch credit union/bank experience., • Thorough knowledge of credit union products and services., • Must be able to respect confidential information., • Adept at utilizing most current technology and thorough knowledge of core operation system., • General knowledge of credit union policies and procedures. Monday: 8:30am - 5:00pm Tuesday: 8:30am - 5:00pm Wednesday: 8:30am - 5:00pm Thursday: Off Friday: 8:30am - 5:00pm Saturday 8:45am - 1:00pm Work Location: Fully On-Site

Job Description About the Opportunity The Atlantic District is seeking motivated, entrepreneurial individuals to join our team as Insurance Agent Apprentices. In partnership with Farmers Insurance, this role is designed for individuals who want more than just a jobyoull gain the skills, experience, and support needed to build a long-term career with a clear pathway to owning your own insurance agency. This is a unique earn while you learn opportunity where youll develop real-world business skills while working toward financial independence and professional growth. What We Offer Clear Path to Agency Ownership: Structured program designed to prepare you to open your own Farmers Insurance agency Milestone-Based Incentives: Qualify for special benefits and support as you advance through the program Earn While You Learn: Competitive earning potential while gaining valuable experience Licensing Support: Access to a comprehensive online licensing platform at no cost to you Professional Development: Ongoing training, mentorship, and business coaching Flexible Career Growth: Build a career at your pace with long-term advancement opportunities Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Vision Insurance Dental Insurance Health Insurance Disability Insurance Parental Leave Mon-Fri Schedule Tuition Reimbursement Hands on Training Career Growth Opportunities Retirement Plan Responsibilities What Youll Do Learn the fundamentals of insurance sales, customer service, and agency operations Build and maintain relationships with clients to understand and meet their insurance needs Develop sales and marketing strategies to grow your book of business Receive hands-on training in running a successful agency Work alongside experienced mentors and industry professionals Progress through a structured development program with milestone-based achievements Requirements What Were Looking For Entrepreneurial mindset with a desire to own and operate a business Strong communication and interpersonal skills Self-motivated, goal-oriented, and driven to succeed Ability to work independently and manage time effectively Willingness to obtain required insurance licenses (training provided at no cost) Preferred Qualifications Previous sales, customer service, or business experience (not required) Interest in financial services, business ownership, or entrepreneurship

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. • Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism, • Determine customer needs, explain and sell products and services, • Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience, • Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs, • Participate in branch prospecting efforts and sales initiatives, • Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc., • Serve as a liaison between customer and operational areas, • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines, • Ability to understand directions and adhere to established policy and procedures, • Able to remain focused and organized to successfully complete responsibilities, • Actively participate in branch meetings and training to enhance knowledge and development of skills, • Other related duties as assigned or directed, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner, • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: • High School Diploma or GED required, • Excellent interpersonal and communication skills, • Accurate and proficient math skills, • Documentation skills with attention to detail, • Clear thinking and ability to remain focused, • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence, • Two (2) years of customer service and/or banking normally required, • All applicants must be 18 years of age or older.

Job Description TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President – Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: $50,000 - $60,000 annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals. Key Responsibilities: • Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities., • Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals., • Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals., • Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities., • Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals., • Maintains current knowledge of Bank products and services., • Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge. Education & Experience: • Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66., • Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree., • Three years’ experience selling investment products required., • Capable of making outbound calls and engaging in client facing activities., • Knowledge of Microsoft Office Suite, Teams, and Outlook desirable., • Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company 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.

Work with sales VPs to build sales strategy and campaigns. Accompany and support the sales force during the sales process. Experience selling enterprise software solutions with particular skills in Fraud applications Manage the end-to-end sales process through engagement of appropriate resources suc

First Help Financial, voted and certified as a "Great Place to Work" by our workforce for five years in a row, is adding a new partner to our Outside Sales department to accommodate our remarkable growth!. First Help Financial (FHF) is a fast-growing and culturally diverse company in the U. Territor

At Meron Financial Agency, we believe you can have both: financial success and a life you love.

WHAT YOU'LL BRING TO SPECTRUM REACH Required Qualifications * Proven track record of exceeding revenue expectations * 3+ years of sales with ideally 2+ years of progressive sales experience in Digital advertising (preferably CTV), insertion order media and/or managed services to marketing decision

WHAT YOU'LL BRING TO SPECTRUM REACH Required Qualifications * Proven track record of exceeding revenue expectations * 3+ years of sales with ideally 2+ years of progressive sales experience in Digital advertising (preferably CTV), insertion order media and/or managed services to marketing decision

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. We're seeking experienced financ

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

For more details, please connect with.ITS/Office of Mental Health, 44 Holland Avenue, Albany, NY 12229.EHR, ALFS Analysis, ATA Rewrite and other OMH Projects as needed.Position will require candidate to act as a liason between business, stakeholders and technology teams, evaluating company operation

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / PTO / Paid training - As a Customer Service Rep at Assurant, you will: Handle inbound customer calls and/or e-mails with empathy and professionalism; Resolve issues, answer questions, and provide proactive solutions; Document inte

Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from customers; Ensure accurate order entry and ti

We’re a Fortune 100 company that offers a full range of insurance and financial services across the country. The Customer Service Representative position provides exposure to both sales and service. We’ve grown from a small mutual auto insurance company, owned by policyholders who spent

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Waste Connections - - Responsibilities: Answering customer calls and processing customer orders for new service, discontinuance, or changes in service; Accepting payments from customers, researching customer billing inquiries and updating customer account information; Interacting with customers and

Data Entry / Remote] - Anywhere in U.Competitive pay - As a Data Verification Analyst at Foundation AI, you will: Process, segregate, review, and validate data provided in various formats according to changing process requirements; Prepare, compile, and organize documents for data capture, ensuring

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi