βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in East Poestenkill New York

4 positions found

Commercial Banking Summer Intern
✦ New
Salary not disclosed
Latham, NY 1 day ago
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

The Commercial Banking intern will join our dynamic Commercial Banking team and play a vital role in supporting the department's daily operations. This entry-level position will provide valuable hands-on experience and an opportunity to gain in-depth knowledge of Commercial Banking functions. As a Commercial Banking intern, you will be involved in various aspects of Commercial Banking, assisting with credit department tasks, customer interactions, treasury management and other Commercial Banking initiatives. This internship is designed to provide a well-rounded and immersive experience, allowing you to develop a comprehensive understanding of Commercial Banking practices and contribute to the success of our Commercial Banking team.

  • Support the Commercial Banking team in various departments including: CRE Banking and Capital Markets, Middle Market Banking, Business Banking, Treasury Management and Credit Department.
  • Participate in the Commercial Banking team sales meetings, customer and prospect calls as appropriate.
  • Assist in portfolio maintenance for the Middle Market banking team.
  • Supports the market Treasury Management team with activities related to the various Treasury Management functions, such as preparing ACH documents, developing account management strategies and service for business banking customers.
  • Assist the Credit Department with financial statement spreads and analysis in order for the Banking team to make loan decisions.
  • Work with the commercial banking coordinators and shadow them.
  • Supports the Banking team with ad hoc requests or Commercial Banking projects as needed

Qualifications

Education, Training and Requirements:

  • Driven college student pursuing a Bachelor's degree in Banking, Treasury Management, Credit Administration or a related field.
  • All applicants must be 18 years of age or older.

Skills:

  • Strong written and verbal communication skills, with the ability to communicate professionally and tactfully with employees at all levels of the organization.
  • Demonstrated ability to handle confidential information with discretion and maintain high ethical standards.
  • Knowledge of labor laws and regulations is preferred but not required.

Experience:

  • A genuine interest in pursuing a career in Banking, demonstrated through coursework, previous internship experience, or relevant banking or accounting related activities.

Other Job Information

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $16.00/Hr.
Maximum

USD $19.67/Hr.
internship
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Loan Sales Specialist
Salary not disclosed
LATHAM, NY 1 week ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.Β  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.Β Β 

In the Role??Β 

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient serviceΒ Β 
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goalsΒ Β 
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needsΒ 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulationsΒ 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systemsΒ 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitudeΒ 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their optionsΒ Β 

Requirements:????Β 

  • High School Diploma or GED?????Β 

Preferred:?Β 

  • Sales, Collections or Customer Service experience???Β 
  • Bilingual - Spanish???Β 

Location: On site???Β 

Pay: Target base salary range is $19.00-$23.00,Β which is based onΒ various factorsΒ including skills and work experience.Β In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.Β Β 

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.????Β 

Who we AreΒ 

A career with?OneMain?offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:Β 

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurancesΒ 
  • Up to 4% matching 401(k)??Β 
  • Employee Stock Purchase Plan (10% share discount)??Β 
  • Tuition reimbursement??Β 
  • Paid time off (15?days?vacation?per year, plus 2 personal days, prorated based on start date)Β 
  • Paid sick leave as?determined?by state or local ordinance, prorated based on start dateΒ 
  • Paid holidays (7 days per year, based on start date)Β 
  • Paid volunteer time (3 days per year, prorated based on start date)Β 

OneMain?Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,?we’ve?looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our?more than?1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.??Β 

At every level,?we’re?committed to an inclusive culture, career development and?impacting?the communities where we live and work. Getting people to a better place has made us a better company for over a century.?There’s?never been a better time to shine with?OneMain.?Β 

Key Word Tags???Β 

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee??Β 

permanent
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Entry Level Analyst(Recent Grads needed)
🏒 Russell Tobin
Salary not disclosed
Cohoes, NY 2 weeks ago

Job Opportunity: Entry Operations Analyst

Location: Cohoes NY

Pay Rate:$20-21.63/hour


Responsibilities

Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.

Coordinate and process team specific tasks as requested by the business.

Perform quality reviews of other team members completed work and ensure data accuracy.

Work across multiple systems and platforms.

Interface with teams and businesses resolve on-going issues and answer specific policy questions.

Provide support and work on special projects as requested.

Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.

Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.


Skills:


Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook

Advanced knowledge of Excel preferred

Sound judgment and outstanding attention to detail

Proven analytical skills and problem solving ability

Superior written and verbal communication skills

Ability to work collaboratively with all levels of the organization

Flexible and able to work well under pressure in a team environment

Self-motivated

Excellent time management and organizational skills

Ability to multi-task


Keywords:

Education: Bachelor's Degree Preferred - Concentration in Finance or Business


Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Not Specified
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