20 jobs found in Melville, 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-PT   Location East Northport, NY 11731   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 Amityville, NY 11701   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 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 II -PT   Location East Meadow, NY 11554   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...

Position Title Branch Banking Client Consultant I -PT   Location Merrick, NY 11566   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 resolution,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a  Technical Assistant  to join our growing team in Garden City, NY.       The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or reject new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding.   How You Will Contribute:        Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws....

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-PT   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 problem resolution,...

Position Title Branch Banking Client Consultant I-PT   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 problem resolution,...

Position Title Branch Banking Client Consultant I-PT   Location Flushing, NY 11358   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 resolution,...

Position Title Branch Banking Client Consultant I-PT   Location Flushing, NY 11372   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 resolution,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. One80 Intermediaries   is seeking a   Claims Support Representative   to join our growing team in   Albany, NY !         The part-time   Claims Support Representative   will provide general clerical support for assigned claims administration   unit(s) , including data entry, digital indexing, and mailing activities.     How You Will Contribute:       Monitors digital mail queues to receive new disability claim and supplemental claim documents.   Performs data entry of claimant information into claim system ( LuminX ) and indexes documents to claimant records in administration system (Synergy) .      Responsible for meeting turnaround time (TAT) and quality standards to ensure   timely   and   accurate   handling of documents....

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 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,...

Consider joining NJM’s 2027 Paid Summer Intern Program! This robust program includes: Lunch with leaders; featuring insights from an Executive Leadership Team member, and a former NJM intern. Opportunity to network with leaders and professionals across multiple departments. Contribute to and collaborate on meaningful work within your department. Team Intern Project: Research and present a business question to NJM leaders. NJM Seminars designed to build essential professional skills and expand knowledge of the insurance industry. Professional headshots to help enhance your personal brand. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking and social events with fellow interns, former interns, and leaders Overview   NJM Insurance Group is looking for several dynamic, energetic interns who are eager to learn about our company by assisting various projects in the Actuarial...

Consider joining NJM’s 2027 Paid Summer Intern Program! This robust program includes: Lunch with leaders; featuring insights from an Executive Leadership Team member, and a former NJM intern. Opportunity to network with leaders and professionals across multiple departments. Contribute to and collaborate on meaningful work within your department. Team Intern Project: Research and present a business question to NJM leaders. NJM Seminars designed to build essential professional skills and expand knowledge of the insurance industry. Professional headshots to help enhance your personal brand. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking and social events with fellow interns, former interns, and leaders Overview NJM Insurance has a Legal Intern (summer) opportunity available with our Law & Regulation team. Located at our West Trenton, NJ headquarters, this position offers a...

Consider joining NJM’s 2027 Paid Summer Intern Program! This robust program includes: Lunch with leaders; featuring insights from an Executive Leadership Team member, and a former NJM intern. Opportunity to network with leaders and professionals across multiple departments. Contribute to and collaborate on meaningful work within your department. Team Intern Project: Research and present a business question to NJM leaders. NJM Seminars designed to build essential professional skills and expand knowledge of the insurance industry. Professional headshots to help enhance your personal brand. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking and social events with fellow interns, former interns, and leaders Overview: The Business Planning and Analysis Summer Intern will help support the company’s forecasting and budgeting process. This candidate will demonstrate skills in financial...

Consider joining NJM’s 2027 Paid Summer Intern Program! This robust program includes: Lunch with leaders; featuring insights from an Executive Leadership Team member, and a former NJM intern. Opportunity to network with leaders and professionals across multiple departments. Contribute to and collaborate on meaningful work within your department. Team Intern Project: Research and present a business question to NJM leaders. NJM Seminars designed to build essential professional skills and expand knowledge of the insurance industry. Professional headshots to help enhance your personal brand. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking and social events with fellow interns, former interns, and leaders Overview: We are looking for a motivated and dynamic summer intern to learn and assist the Commercial Lines Underwriting department.  The intern will work closely with the...

Consider joining NJM’s 2027 Paid Summer Intern Program! This robust program includes: Lunch with leaders; featuring insights from an Executive Leadership Team member, and a former NJM intern. Opportunity to network with leaders and professionals across multiple departments. Contribute to and collaborate on meaningful work within your department. Team Intern Project: Research and present a business question to NJM leaders. NJM Seminars designed to build essential professional skills and expand knowledge of the insurance industry. Professional headshots to help enhance your personal brand. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking and social events with fellow interns, former interns, and leaders Overview NJM is hiring an Insurance Product Management Analyst, Intern (the official NJM Title is Business Insights Analyst, Intern) in the Product Management department ....