26 jobs found in Albany, NY

Position Title Branch Banking Client consultant I - Syosset NY (Part-Time(   Location Syosset, NY 11791   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking Client Consultant I - Huntington Station NY (Part -Time)   Location Huntington Station, NY 11746   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution,...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. This role is responsible for supervising AP/AR activities, reviewing agency billing accounting operations,...

Position Title Branch Banking Client Consultant I - Roseland NJ (Part-Time)   Location Roseland, NJ 07068   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking Client Consultant II PT   Location Brentwood, NY 11717   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I - Fresh Meadows NY   Location Fresh Meadows, NY 11365   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking Client Consultant I-PT   Location Fresh Meadows, NY 11365   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

The Product Owner II, CRM & Sales Enablement will drive the strategic development and enhancement of CRM and sales enablement platforms, ensuring alignment with business objectives and optimizing the sales lifecycle. This role is crucial in translating business needs into actionable product features and fostering a culture of continuous improvement. You will Lead the product development lifecycle for CRM and sales enablement initiatives, leveraging Agile Methodology to deliver high-quality solutions. Conduct thorough requirements gathering and analysis, actively listening to stakeholders to capture and prioritize business needs. Define and manage product backlogs, user stories, and acceptance criteria for CRM and sales enablement features. Utilize Analytical Acumen and Data Analysis to monitor Key Performance Indicators (KPIs), identify trends, and inform product decisions. Drive Digital Transformation efforts within the sales organization, identifying...

Position Title Branch Banking Client Consultant II- Part Time   Location Ozone Park, NY 11416   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

Position Title Branch Banking Client Consultant I - Brooklyn NY (Part-Time)   Location Brooklyn, NY 11233   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking Client Consultant I - Bellmore NY   Location Bellmore, NY 11710   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Position Title Branch Banking Client Consultant I - Hewlett NY (Part-Time)   Location Hewlett, NY 11557   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking Client Consultant I - Oceanside NY (Part-Time)   Location Oceanside, NY 11572   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking Client Consultant I (Part Time)   Location Linden, NJ 07036   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Position Title Branch Banking Client Consultant I-PT   Location Staten Island, NY 10314   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking Client Consultant I-PT   Location Staten Island, NY 10314   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Why Arbella? Arbella Insurance Group is one of the leading insurers in the Northeast. In order to achieve this, we work hard to attract and retain the best people to serve our customers. We developed our Total Rewards package for this reason, as well as to set us apart from other organizations. It not only includes competitive salaries, generous benefits, and incentive programs, but also work/life programs, personal and professional learning and development opportunities, flexible work arrangements, and a free shuttle service to the Quincy Adams T station. At Arbella, we know that the happiest and most productive employees are those who work in a great environment with people who share a common goal/vision, while maintaining a healthy life outside of work. We believe in investing in our employees and encourage our people to grow and expand their knowledge and skills so that we, too, may continue to grow as a company. It’s no wonder that we've been recognized by the Boston...

Arbella Insurance Group is one of the leading insurers in the Northeast. To achieve this, we work hard to attract and retain the best people to serve our customers. We developed our Total Rewards package for this reason, as well as to set us apart from other organizations. It not only includes competitive salaries, generous benefits, and incentive programs, but also work/life programs, personal and professional learning and development opportunities, flexible work arrangements, and a free shuttle service to the Quincy Adams T station. At Arbella, we know that the happiest and most productive employees are those who work in a great environment with people who share a common goal/vision, while maintaining a healthy life outside of work. We believe in investing in our employees and encouraging our people to grow and expand their knowledge and skills so that we, too, may continue to grow as a company. It’s no wonder that we've been recognized by the Boston Business Journal as a Best...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. The work schedule is every Saturday and Sunday, approximately 13 hours. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re...