Banking And Financial Services Jobs in Plainview

Basic Function:

The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.

Principal Responsibilities:

• Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
• Assist customers with deposits, withdrawals, or payments and resolve client concerns.
• Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
• Open commercial and consumer accounts and assist customers with routine account related inquiries.
• Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
• Utilize Sales Force to track client interactions.
• Assist with branch vault opening, closing and balancing procedures.
• Inform customers about bank products and services.
• Always maintain a professional appearance and demeanor.
• Comply with all department Security, company policies, procedures, and regulations.
• Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.

Background and Experience:

• High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
• Excellent organizational and time management skills.
• Ability to work independently with little to no supervision.
• Cash handling experience preferred.
• High level of accountability, efficiency, and accuracy.
• Prior Customer Service experience.
• Microsoft Office and Excel skills. Salesforce experience preferred.

Location: Esquire Bank, Jericho, NY (On-site)

Full time – M-F 8:30 am - 5:30 pm

Estimated Salary Range:

• $40,000 - $55,000 / year
• Compensation may vary based on education, skills, qualifications and/or expertise.

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states.

Role Description

This is a full-time on-site role for a Financial Representative located in the Garden City, NY office. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.

Qualifications

• Experience in Financial Planning and Retirement Planning Preferred but not necessary
• Excellent organization, self discipline required.
• Sales/Entrepreneurial Mindset.
• Excellent interpersonal and communication skills.
• Ability to work on-site in Garden City, NY.
• Bachelor's degree in Finance, Business, Economics, or related field is preferred.
• State Life, Accident, Health Required Pre-Training.
• SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)

Compensation and Benefits

• 1st Year Compensation based largely on un-capped commissions and activity-based incentives.
• Health, Vision, Dental
• Pension based off of tenure and production.

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.

Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.

Provide quotes and other account-related information to assist clients.

Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.

Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).

Provide reports and other information to FA(s), as requested.

Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.

Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.

Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.

Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.

Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Minimum Required: High School Diploma or equivalent

Minimum Required: 2 years investment industry experience

Minimum Required: Series 7 and 63 or 66

Salary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

[Customer Support / Remote]
- Anywhere in U.S.

/ $23 per hour / 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 timely feedback to customer inquiries; Work collaboratively with colleagues, focusing on building strong customer relationships; Stay up-to-date on company products, policies, and procedures to provide accurate and informed assistance to customers...Hiring Immediately >>

About Us:

CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting.

Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America.

At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW!

What does CapFront have to offer?

- Competitive salaries, high commissions and monthly performance bonuses

- Medical, dental and vision insurance

- Commuter Expense Benefits

- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.

- Work-life balance with generous time off

- Cool office with ambitious, smart and supportive people

- Full paid training to help you to hit the ground running!

Who we’re looking for?

- Ambitious and hardworking individuals with an entrepreneurial spirit

- Creative minds who aren’t afraid to seek new strategies to improve and win business

- Competitive and driven individuals who push to exceed goals

What will you do?

- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing

- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid

- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment

Looking to join us? You’ll fit right in if:

-You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals

-You are self-driven with a hunger for success

-You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself

-You are team-orientated and an excellent communicator

-You are coachable and willing to take direction to improve and develop professionally

-Bachelor’s Degree (preferred but not required)

Compensation:

• Starting Base Salary: $50,000
• On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)

HEMPSTEAD, NY

Position Purpose:

The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools to minimize loss to the Company, including but not limited to identifying incidents of theft and fraud, reviewing CCTV and exception reports, monitoring the store's physical security, auditing the Electronic Article Surveillance and driving a shrink elimination culture in the store. Other responsibilities include: preparing accurate and detailed case reports documenting your apprehensions and recoveries, preserving evidence, interacting with law enforcement and testifying in criminal and civil court actions. The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to themselves, other associates, vendors, customers, and the Company. They must demonstrate integrity at all times, respond to asset protection and operational concerns of all associates and remain focused on store specific business objectives while supporting key asset protection and operational responsibilities.

Branch Logistics Manager

Salary: $150,000 to $175,000

Are you looking for a new role in a business where you can take the lead and shape the future of global logistics! We are looking for a dynamic Branch Manager to oversee operations, drive growth, and help transform a leading Logistics Operation. You'll lead high-performing teams, implement streamlined processes, and ensure every shipment, air, ocean, and domestic moves efficiently and compliantly.

If you thrive on challenge, strategic thinking, and making a real impact, this is your chance to leave your mark in a fast-paced, innovative logistics environment.

Key Responsibilities

• Lead and manage all branch operations.
• Develop and deploy processes to improve efficiency and service quality.
• Ensure compliance with international customs regulations.
• Drive consistent performance and KPIs across departments.
• Resolve operational challenges and lead corrective actions for customer issues.
• Optimize supplier performance, purchasing, credit terms, and overall branch profitability.
• Responsible for Profit and Loss
• Negotiation and setting up new 3PL warehouse provider

What You'll Bring

• Proven experience in freight forwarding, logistics, and customs compliance working.
• Expertise in managing air, ocean, and domestic shipments, including warehouse operations.
• Strong business acumen, strategic thinking, and analytical skills.
• Leadership experience with the ability to drive team performance and operational excellence.
• Ideally you will have worked in customs brokerage
• Excellent IT skills including the use of CDS
• Good business acumen and analytical mindset

Perks & Benefits

• Competitive Compensation up to $175K
• Supportive, collaborative company culture offering an excellent career path of growth
• Life, dental, and medical insurance
• Bonus structure paid annual based on GP

How to Apply

Submit your application via LinkedIn. This role is being recruited by an independent consultant.

FULL-SERVICE SHOPPER

Start earning quickly with a flexible schedule

Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make peoples day.

Shoppers make it all happensign up now to help create a world where everyone has access to the food they love.

As a full-service shopper, youll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. Its that simple.

What you get as a shopper:

• 
  
• Start earning quickly on a flexible schedule*
  
• Weekly pay with the option of instant cashout
  
• Potential to earn tips
  
• Special earnings promotions
  

Basic requirements:

• 
  
• 18+ years old (21+ to deliver alcohol)
  
• Eligible to work in the United States
  
• Consistent access to a vehicle and a recent smartphone
  

Additional information:

Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.

Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.

Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.

Review the Independent Contractor Agreement here

*Subject to availability of batches in your area.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

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 particular 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

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in 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

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

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

Bachelor's/University degree or equivalent experience