Banking and Financial Services Jobs in Ny Wfh

40

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay Range: $37.19 - $46.88

Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.

Business development and client relationship building

• 
  
• Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  
• Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  
• Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  
• Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  
• Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  
• Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  
• Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
  
• Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
  

Cultivate and maintain productive working rapport with credit union personnel on all levels

• 
  
• Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  
• Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  
• Serve as subject matter expertise
  
• Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  
• Mentor licensed Bankers and FC1 within assigned market
  

Personal and professional development

• 
  
• Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  
• Maintain industry education and work toward advanced designations (CFP, ChFC)
  

Maintain excellent compliance and operational standards.

• 
  
• Understand and adhere to all internal written supervisory principals
  
• Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  
• Timely completion of all required regulatory continuing education
  
• Proficiency with all paperwork and processes
  

• 
  
• Bachelor's degree or 4 years of equivalent directly related experience
  
• Minimum of 6 years directly related experience
  
• Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  
• Must have experience in providing planning and implementing strategies (software and product solution expertise)
  
• Strong Knowledge of investment and insurance products
  
• Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper
  

• 
  
• CFP, ChFC
  
• Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

We're seeking someone to join our team as a Vice President in Investment Management Legal to advise Parametric and other Investment Management businesses on derivatives-related trading agreements and related regulatory obligations.

In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President level position within the Investment Management Legal team.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

You will be part of the MSIM legal team, reporting to the Head of Solutions and Multi-Assets Legal and working under the supervision of senior attorneys. You will advise MSIM's Parametric business, which partners with advisors, institutions and consultants to build customized client portfolios across asset classes including equity, derivatives, fixed income, and options. You will also advise other MSIM Public Side businesses on derivatives-related trading agreements and related regulatory obligations. This position offers a unique opportunity to bridge sales and trading expertise with a funds and asset management product advisory role. MSIM's business is constantly evolving and as a global firm Morgan Stanley continues to focus on delivering investment products and solutions to our clients, so you will have opportunities to collaborate with legal teams covering MSIM's Public and Private Side businesses and Morgan Stanley's other divisions, such as wealth management and institutional securities. As such, you must be interested in and able to develop an expertise in new coverage areas. Specific responsibilities include:

• Working closely with business partners to support Parametric products, clients, and initiatives
• Drafting and negotiating a wide range of contracts, including investment management agreements and derivatives-related trading agreements (e.g. ISDAs, FCM agreements, repo agreements)
• Advising on MSIM's regulatory obligations under the Commodity Exchange Act, Investment Advisers Act, National Futures Association regulations, and other relevant laws governing the investment management industry
• Collaborating with other attorneys within Morgan Stanley's Legal and Compliance Division on a wide range of legal matters related to the investment management industry
• Assisting other legal team members and the Parametric business team with matters relating to private investment funds

What you'll bring to the role:?

• A J.D. from a nationally-recognized law school with bar admission
• Professional working experience at a reputable law firm or asset-manager
• Significant experience with swaps, futures, options and/or OTC derivative transactions, and associated legal agreements and regulatory obligations.
• Demonstrated experience drafting and reviewing a range of complex agreements, including derivatives trading agreements, investment management agreements and private funds documents.
• Deep understanding of external regulatory environments and trends relevant to asset management, including matters arising under the Commodity Exchange Act, National Futures Association rules, relevant exchange and clearinghouse rules and procedures, Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Dodd-Frank Act, and Employee Retirement Income Security Act of 1974.
• Experience engaging and overseeing external counsel as necessary

At least 6 years' relevant experience would generally be expected to find the skills required for this role

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday , Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour. + 10% premium for bilingual positions.

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

Join us to be part of a team that values you and invests in your growth!

This position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition, this position will also collaborate in continuing to make ESL a great place to work by providing visible leadership around the key building blocks to ESL’s success.

Help customers recognize and find the right solutions at the right time to their financial needs which will build long-term mutually beneficial relationships and support the achievement of business results. This includes:

• 
  
• Net Promoter Score target
  
• Employee Satisfaction target
  
• Satisfactory audits
  
• Sales measures as outlined in the sales performance reports supporting our three LOB’s; Personal, Business and Wealth.
  

Engage in supporting the key building blocks to ESL’s success including:

• 
  
• Embracing the philosophy that “my success as an individual is not placed ahead of the success of the team or the customer”
  
• Modeling ESL’s core values
  
• Engaging in continuous self-development
  
• Supporting the VolunCare Program
  
• Supporting a culture of recognition within my unit and across ESL in a tangible manner that, among other actions, includes the active use of established recognition tools
  

• 
  
• One year in sales/service in the financial services or comparable industry
  
• High School diploma or High School equivalency diploma required
  
• Bilingual English/Spanish speaking proficiency required
  
• Strong, communication, problem solving and decision making abilities
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL.
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

40

This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs.

Purpose of Position:

Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process.

Accountabilities:

• 
  
• Bachelor’s degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program.
  
• Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience.
  
  • 
    
  • Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships
    
  • Excellent communication and interpersonal skills
    
  • Strong external sales and networking skills
    
  • Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards.
    
  
  
  
• Successfully registered as a Mortgage Loan Originator through ESL
  
• Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

40 hours

Monday – Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth!

Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work ®. Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well:

• 
  
• 
  Best Workplaces for Millennials
  
  
• 
  Best Workplaces for Women
  
  
• 
  Best Workplaces in Financial Services and Insurance
  
  
• Best Workplaces in New York State
  

Additionally, for more than a decade, ESL has been a “Rochester’s Choice” award winner and a “Training Top 125” recipient!

ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.

As a Universal Banker at ESL you will:

• 
  
• Create a positive face to face member experience
  
• Build long lasting relationships with members
  
• Work in both a Teller or Relationship Banker position depending on branch needs
  
• 
  

  Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner

  
  
  
• 
  

  Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions

  
  
  
• 
  

  Educate and Refer a variety of products and services to members

  
  
  
• 
  

  Assist members with accounts, loans, fraud and maintenance

  
  
  
• Learn about the banking and finance industry
  
• Gain exposure to career opportunities at ESL
  

ESL has 33 branch locations throughout the Rochester and Finger Lakes regions. This position is flexing and floating to a majority of our branches until placement is made at one branch. You will be eligible to receive a $140.00 car allowance at the conclusion of the month.

Eastside District

Central District

Westside District

Finger Lakes

Brighton Henrietta

Bulls Head (Downtown Rochester)

Batavia

Auburn/Union Springs

Fairport

Chestnut St. (Downtown Rochester)

Brockport

Canandaigua/Geneva

Penfield

Chili

Cobblestone

Pittsford

Goodman

Geneseo

Newark/Phelps

Webster

Hudson Ave

Long Pond

Seneca Falls/Waterloo

Twelve Corners

Irondequoit

Medina

Victor/Farmington

Lake Ave

Mt. Read

Ridgeway

• 
  
• One year in sales/service in the financial services, retail, professional services worker industries
  
• High School diploma or High School equivalency diploma required
  
• Strong communication, problem solving and decision making abilities
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Prior Sales Experience preferred
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• 
  

  Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL

  
  
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.

ESL offers a very generous compensation and benefits package including health, dental, life, 401k, vacation, paid holidays, performance incentives, and more.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KM1

40

Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.

Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.

$31.11 per hr.

At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.

ESL is seeking for a Financial Service Representative to support our Cobblestone and Victor offices which supports the financial needs of these growing communities. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.

The Cobblestone and Victor offices have been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

• 
  
• Bachelor’s Degree or 4 years of directly related experience.
  
• In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
  
• FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
  
• FINRA Series 6 or Series 6 top off license is required.
  
• FINRA Series 63 license required (Series 66 will meet this requirement)
  
• NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
  
• High proficiency in building customer and peer relationships
  
• Strong analytical, critical thinking, problem solving and decision making abilities
  
• Excellent written and verbal communication skills
  
• Effective time management skills
  
• Proficient in the use of Microsoft Office applications
  
• Demonstrates a high degree of flexibility in support of customer needs
  
• Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
  
• Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
  
• Ability to build rapport with diverse member base within the community
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL’s self-service and digital service offerings.

ESL is currently seeking a Universal Banker to work in our Medina office to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.

As a Universal Banker at ESL you will:

• 
  
• Create a positive face to face member experience
  
• Build long lasting relationships with members
  
• Work in either a Teller or Relationship Banker position depending on the branch needs
  
• 
  

  Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner

  
  
  
• 
  

  Help members recognize and obtain the most appropriate solutions for their financial needs

  
  
  
• 
  

  Educate and Refer a variety of products and services to members

  
  
  
• 
  

  Assist members with accounts, loans and maintenance

  
  
  
• Learn about the banking and finance industry
  
• Gain exposure to career opportunities at ESL
  

• 
  
• One year in sales/service in the financial services or comparable industry required
  
• High School diploma or High School equivalency diploma required
  
• Strong, communication, problem solving and decision making abilities
  
• Prior Sales Experience preferred
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KZ1

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:

$19.66 per hour + 10% premium for bilingual positions

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL’s success

• 
  
• Process customer transactions effectively, efficiently and accurately
  
• Meet transactions per FTE target
  
• Meet balance accuracy standards
  
• Participate in achieving team lead objectives.
  
• Participate in efforts to achieve unit’s customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
  
• Ensure compliance with Audit/Operational controls
  
• Adhere to member focus processes and expectations
  
• Participate in coaching processes to improve proficiency in Member Focused behaviors
  
• Attend sales meetings, participate in sales activities to increase sales success
  
• Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
  

• 
  
• High School diploma or High School equivalency diploma required
  
• Bilingual English/Spanish speaking proficiency required
  
• 6-12 months teller experience preferred
  
• Proficient in PC applications
  
• Good verbal and written communications skills
  
• People and team oriented
  
• Prior sales experienced preferred
  
• Maintains a high degree of flexibility in support of branch needs
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KZ1

Are you a highly motivated Executive Administrative Assistant who would be excited to support the Chief Investment Officer for a New York-based alternative investment firm that’s manages assets across private equity, real estate, and strategic partnerships? Would aa an opportunity to shape your role within an entrepreneurial and elegant office environment appeal to you. Then this impactful role could be for you.

What people are saying about this employer:

• “Friendly and welcoming culture.”
• “Elegant” and “comfortable office space,”
• “Professional and encouraging team atmosphere!”

Title: Executive Administrative Assistant

Salary: $115,000 to $135,000, Bonus eligible

Location: New York, NY

An established and successful investment firm is seeking to hire a key Executive Administrative Assistant to provide high-level administrative support to the CIO, along with periodic support for additional complimentary investment personnel. Administrative responsibilities will include daily operations such as calendar management, travel coordination, meeting preparation, expense reports and ad-hoc projects while contributing to the success of the overall business and team.

Responsibilities:

• Responsibilities for the Executive Administrative Assistant will include delivering a full range of high-level administrative support including strategic calendar management for both personal and business matters and providing updates and documentation as requested.
• Prioritizing the CIO's calendar, including scheduling and coordinating all internal and external meetings across various time zones.
• Ensuring agendas and documents are provided on a timely basis prior to scheduled meetings.
• Providing administrative support to the Investment Department and serving as a gatekeeper and representative of the team.
• Arranging complex travel itineraries for international and domestic travel, including all other relevant logistics.
• Preparing frequent client-based trips and visits throughout the year.
• Supporting the CIO Office with requests/various tasks/ad-hoc projects.

Requirements:

• Bachelor’s Degree required.
• Minimum 3-5 years’ experience as an Executive Assistant supporting C-level executives or senior management.
• Ability to coordinate effectively with in-person and remote executives and team members
• Strong calendar management skills, adept at optimizing schedules and creating more bandwidth for strategic activities.
• Excellent written and verbal communication skills, with the ability to interact professionally and confidently with stakeholders at all levels.
• Strong attention to detail and accuracy, particularly in managing confidential and sensitive information and documents.
• Practices discretion and confidentiality when handling sensitive information.
• Flexibility to be responsive outside of work hours as needed.
• Proficiency with Microsoft Office Suite, Concur, or other expense-related platforms, and Egencia, or other travel management solutions.

Immediate Need: Executive Assistant at Prestigious Financial Firm (NYC | Hybrid)

A fast‑paced, prestigious financial firm is looking for a polished, proactive Executive Assistant to support senior leadership across global teams. This role is ideal for a strong EA who acts as a true partner, enjoys supporting the HR department, is involved in training and development initiatives, and has experience coordinating events. The firm offers a great culture, collaborative environment, and long‑term growth.

Responsibilities

• Manage complex calendars, meetings, and executive communications across multiple time zones
• Coordinate global travel, itineraries, and last‑minute changes
• Provide comprehensive administrative support to senior executives and global teams
• Partner with the HR department, supporting onboarding, training, and development initiatives
• Coordinate internal events, off‑sites, and firm‑wide programs
• Handle highly confidential information with professionalism and discretion
• Prepare and edit documents, presentations, and meeting materials
• Reconcile expense reports and maintain accurate records
• Assist with special projects and provide backup support to the administrative team

Requirements

• 4–7 years of Executive Assistant experience, ideally within financial services
• Bachelor’s degree required
• Strong Executive Assistant background with some event coordination experience
• Exceptional organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage shifting priorities and perform under pressure
• High integrity, sound judgment, and comfort handling sensitive information
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Proactive, flexible, and team‑oriented mindset

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.

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.

A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.

• Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
• Lead in the selection of new personnel
• Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
• Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
• Work with management to establish growth, sales and profit objectives
• Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
• Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
• Conduct regularly scheduled sales and customer service meetings (at least monthly)
• Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
• Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
• Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
• Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
• Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
• Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
• Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
• Actively participate in the community as a reflection of the bank's goal for strong community involvement
• Handle advertising and contribution requests
• Integrate activities through communication with District Manager, Branch Administration, other management, etc.
• 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 policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/Training:

• Associates Degree in Finance or Business or equivalent training preferred
• Specialized banking education, experience or training
• Valid Driver License

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Excellent interpersonal relation and communication skills
• Evidence of positive and effective leadership qualities
• Thorough knowledge of the features and benefits of bank products and services
• Consumer lending knowledge and authority
• Working knowledge of Bank operating policies and procedures
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

• Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
• Minimum one (1) year of supervisory experience required
• All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Hours: 40 hours per 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.

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.

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 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

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
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 37.5hours/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.

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

The Manager, Broker Sales, drives Teladoc Health sales by establishing, developing, and maintaining relationships with regional healthcare consultants and brokers.

Essential Duties and Responsibilities

• Establish, contract, train, and support broker partners.
• Develop new broker relationships and meet/exceed sales targets.
• Manage proposals, contracts, and broker communications.
• Evaluate broker activity and identify opportunities for joint marketing and prospecting.
• Utilize Salesforce, ClearSlide, PowerPoint, MS Teams and other tools to manage the sales cycle.
• Educate brokers on virtual care solutions through webinars and presentations.
• Support renewals and attend industry events, health fairs, and speaking engagements as needed.
• Travel: 25-50%. Work location: CO, KS, MO, & UT.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• Minimum of 2 years' sales experience, not necessarily in the healthcare industry.
• Knowledge of employer benefits, healthcare and broker market.
• Exceptional communication and presentation skills.
• Proficiency with Microsoft Office and Salesforce.
• Experience with creating and delivering presentations, ideally using different virtual technologies.

Preferred Qualifications

• Prefer four-year degree.
• Live in the territory (CO, KS, MO, & UT).
• Adaptable to fast-paced, evolving environments.
• Understand medical insurance terminology.

The base salary range for this position is$70,000 - $80,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.

About Us

Teladoc Health is the global virtual care leader, offering the only comprehensive virtual care solution spanning telehealth, expert medical, and licensed platform services. Teladoc Health serves the world's leading insurers, employers, and health systems and helps millions of people around the world resolve their healthcare needs with confidence.

We follow a Flexible Vacation Policy, intended for rest, relaxation, and personal time. All time off must be approved by your manager prior to use. You will also receive 80 hours of Paid Sick, Safe, and Caregiver Leave annually. This applies to full-time positions only. If you are applying for a part-time role, your recruiter can provide additional details.

As part of our hiring process, we verify identity and credentials, conduct interviews (live or video), and screen for fraud or misrepresentation. Applicants who falsify information will be disqualified.

Teladoc Health will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why join Teladoc Health?

• Teladoc Health is transforming how better health happens. Learn how when you join us in pursuit of our impactful mission.

• Chart your career path with meaningful opportunities that empower you to grow, lead, and make a difference.

• Join a multi-faceted community that celebrates each colleague's unique perspective and is focused on continually improving, each and every day.

• Contribute to an innovative culture where fresh ideas are valued as we increase access to care in new ways.

• Enjoy an inclusive benefits program centered around you and your family, with tailored programs that address your unique needs.

• Explore candidate resources with tips and tricks from Teladoc Health recruiters and learn more about our company culture by exploring #TeamTeladocHealth on LinkedIn.

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status, or pregnancy). In our innovative and inclusive workplace, we prohibit discrimination and harassment of any kind.

Teladoc Health respects your privacy and is committed to maintaining the confidentiality and security of your personal information. In furtherance of your employment relationship with Teladoc Health, we collect personal information responsibly and in accordance with applicable data privacy laws, including but not limited to, the California Consumer Privacy Act (CCPA). Personal information is defined as: Any information or set of information relating to you, including (a) all information that identifies you or could reasonably be used to identify you, and (b) all information that any applicable law treats as personal information. Teladoc Health's Notice of Privacy Practices for U.S. Employees' Personal information is available at this link.

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.

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

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.

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.

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. 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.In the Role

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

Requirements:

- High School Diploma or GED

Preferred:

- Sales, Collections or Customer Service experience- Bilingual - Spanish

Location: On siteThe schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we AreA 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:

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

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.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.Key Word TagsSales, 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

Job Purpose:
BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth.

Duties & Responsibilities:

• Advise on a broad range of investment banking and capital markets transactions across multiple product groups
• Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs)
• Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas
• Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision.
• Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups.

Requirements & Qualifications:

• Juris Doctor; admitted in good standing to the NY or CA bar
• Position is targeted to be in NYC or San Francisco
• 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice
• Significant experience with direct client interaction with financial services clients
• Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services)
• Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization
• Business judgment and ability to assess legal and business risks, while providing practical advice
• Ability to multi-task and work in a fast-paced environment
• Familiarity with broker-dealer regulatory matters relevant to investment banking business
• Strong drafting, negotiation and analytical skills
• Strong organizational skills and attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple projects and work independently
• Team player, mentor, confident and proactive

Important Notes:

• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
• The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer:   

Octagon Credit Investors, LLC is a 30-year-old, $34 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors.

Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups.

Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.

Position Summary:

The Vice President is responsible for supporting the Distressed Investment Team’s management of the restructuring and liability management processes of Octagon’s stressed and distressed investments. The Vice President will also collaborate closely with industry sector analysts to develop and implement strategies for managing such investments. They will put together Investment Committee memos and facilitate discussion of restructuring/workout strategies. They will also lead or participate in restructuring negotiations for in and out of court proceedings and coordinate with internal teams (legal, trading, operations, etc.) on all administrative matters throughout the lifecycle of Octagon’s distressed investments.

Essential Duties and Responsibilities:

• Assist in developing strategies for managing risk in and restructuring and working out underperforming investments
• Implement OCI’s restructuring strategy through participation in Steering Committee and ad hoc group discussions and negotiations with external stakeholders
• Conduct detailed review of cooperation agreements, Transaction Support Agreements, credit agreements/indentures, and other legal documents
• Monitor existing fund portfolios of stressed and distressed investments
• Coordinate with internal stakeholders (i.e., Compliance, Legal, Accounting, Operations) regarding restructuring transactions and processes
• Proactively take on ad hoc projects and provide support for new business initiatives, as needed

Areas of Knowledge, Skills, and Abilities/Qualifications:

• JD with 4+ years of relevant experience in distressed/special situations restructuring investment banking/legal/financial advisory, or bank workout space
• Strong analytical skills and strategic thinking with exemplary attention to detail
• Strong understanding of bankruptcy, restructuring and litigation concepts, capital structures and inter-creditor issues
• Solid ability to analyze and develop creative restructuring solutions
• Outstanding reputation of professional integrity and maturity
• Highly motivated, proactive team player with a positive attitude
• Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
• Excellent written and oral communication skills
• Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
• Ability to clearly articulate views and supporting data or rationale
• Exhibits a strong commitment to meet compliance obligations reflecting Octagon's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements

Compensation and Benefits:

• Competitive salary and eligibility for year-end performance-based bonus
• Medical, dental, vision, life, and disability insurance
• Commuter benefits
• 401(k) matching program
• Profit sharing program
• Employee Assistance Program (“EAP”)
• Professional designation and licensure assistance
• Family support and leaves of absence

Contact:

Contact:

Attention: Howard Barkin, Recruitment Manager

Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status.

Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Job Purpose:

Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.  Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform.   

Duties & Responsibilities:

•    Serve as the first point of contact for customers needing technical assistance.   
•    Must work East Coast Market hours 
•    Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues  
•    Troubleshoot hardware, Windows 10, Windows 11 and application issues 
•    Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones  
•    Install and manage Spyware/Malware tools  
•    Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay  
•    Provide first level network support and troubleshooting for both wireless and wired configurations   
•    A basic understanding of Active Directory at the Organization Unit level   
•    Troubleshoot Cisco Phone systems / Video conference  
 

Requirements & Qualifications:

•    Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support. 
•    Experience with incident management/ticketing system like ServiceNow 
•    Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365 
•    Experience with System Center Configuration Manager/Endpoint Manager 
•    Experience with patch management and application deployment 
•    Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices  
•    Ability to thrive in a fast-paced environment and work effectively under pressure 
•    Experience providing ongoing support to C-suite executives 
•    Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred 
•    High school degree required; college degree strongly preferred 
•    Must be willing to get MS900 certification 

Important Notes:

• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
• The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer:   

Salary: $21 - $24 per hour

Job Title: Relationship Advisor

Job #: 5672

Location: Chatham, NY

Category: Financial Services

Position Type: Full-time, Permanent

Description:

Our client is currently seeking a Relationship Advisor to join their team. This is a full-time, permanent position.

Responsibilities Include:

• Processing of transactions.
• Ensure member complaints are addressed swiftly.
• The pursuit of new business opportunities and the generation of new leads.
• Ensure work is completed in compliance with all relevant policies and procedures.
• Develop a deep knowledge of company policies and services.

Qualifications:

• Minimum of 1 year of experience in a customer service/ sales role in a financial or retail setting is required.
• High school diploma or equivalent is required.
• Proficiency with the Microsoft Office Suite.
• Advanced communication skills, both written and spoken.
• Ability to manage and meet multiple deadlines.

Hours & Benefits:

• M– F, 8:30 AM – 5 PM
• In-person
• Health, Dental, Vision Insurance
• 401(k)
• 20 days of PTO/Sick