Banking and Financial Services Jobs in Rensselaer County, NY

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: 40 hours/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.

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 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.

ARotating Relationship Banking Representative will work in various branch offices in a defined geographical area and 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 pertinent 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 focusedMust 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: 37.5 hours/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.

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

Pest Control Branch Manager (All Locations)

Locations:

• Albany
• NYC
• Hudson Valley
• Long Island
• Fairfield County Connecticut

Reports to: VP of Operations

Pay: $80,000 - $100,000 annual DOE and Location

Position Overview

The Branch Manager is responsible for leading all aspects of Sales and Services for their assigned location.

The Branch Manager is accountable for all facets of the operation to include team leadership, staffing, training and development, customer satisfaction and retention, service delivery, operational efficiency, and new business development.

Organizational Relationships:

The Branch Manager reports to the Vice President, Operations. Reporting to the Branch Manager are Field Supervisors and through them, Pest Control Technicians.

Duties/Responsibilities:

• Managing branch P&L – monitoring financial performance and expenses, driving growth, ensuring revenue and profit plans are achieved.
• Manage branch for achievement of Key Performance Indicators (KPI) to include Revenue, EBITA, and Customer NPS Survey Scores. Additional targeted metrics include customer retention, portfolio value, technician utilization and efficiency, employee turnover and technician accident rate.
• Directly managing the branch field supervisors, and through them, the field technicians.
• Oversees Service operations along with the Field Supervisor.
• Recruit, interview, hire and train branch staff.
• Monitoring regulatory compliance, quality control standards and ensure safety.
• Partner with sales staff on sales plans and forecasts associated with their branch.
• Ensures alignment with the company business model and guidelines, including implementing company programs and initiatives.
• Lead, motivate and manage team members to deliver exceptional service for our customers.
• Resolve customer complaints and issues promptly and professionally to ensure customer satisfaction.
• Responsible for the employee performance review process to include evaluation of staff performance. Makes recommendations and administers corrective actions consistent with company policy.
• Prepare and conduct team meetings.
• Occasional travel to other branches and corporate office Locations.

Experience, Education, and Skills Required

• Education: Bachelor's degree in business administration, or a related field required.
• Experience: 5 + years' experience managing a portfolio of business with Profit & loss ownership and experience leading a team.
• Background in in Pest Control, Termite, and/or Wildlife control a plus.
• Proficient in Microsoft Office Products (Word, Excel, PowerPoint, etc.)
• PestPac experience a plus.
• Good problem-solving, critical thinking and decision-making skills.
• Exceptional organization, time management and multitasking abilities.
• Keen attention to detail.
• Exceptional interpersonal, customer service, problem-solving, as well as verbal and written communication skills.

Why work for JP McHale Pest Management?

We offer:

HEALTH BENEFITS

• Medical, dental and vision coverage
• Company-paid life insurance
• Company-paid short-term disability
• Optional supplemental benefits
• Enrollment eligibility begins first of the month following date of hire

FINANCIAL ASSURANCE

• 401(k) plan with company match
• Weekly pay
• Convenient direct paycheck deposit
• Team Member reward and recognition program

AND MORE

• Eight (8) paid holidays
• Paid Time Off
• Team Member referral bonuses
• Opportunities to participate in community events

At Anticimex, we are driven by our Purpose: To Prevent and Protect. Join us in transforming the world into a healthier, safer place through innovative and sustainable pest control solutions!

**Equal Opportunity Employer**

** We are an equal opportunity (M/F/V/D) employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. **

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.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

• Onboard new client accounts, which includes the collection of required documentation and client information
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
• Proactively prepare financial reports, spreadsheets and other materials for client meetings
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

• Bachelor’s Degree in Business or in related field is preferred
• Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
• FINRA Series 7 and 66 (or 63 and 65) preferred
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Provide a high level of customer service in a calm, courteous and professional manner.
• Establish and maintain effective working relationships at all levels of the organization.
• Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
• Team player with the ability to collaborate with others
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Divisional Business Director

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 site??? 

Pay: Target base salary range is $19.00-$23.00, 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.  

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.???? 

Who we Are 

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: 

• 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, plus 2 personal days, prorated based on start date) 

• Paid sick leave as?determined?by state or local ordinance, prorated based on start date 

• Paid holidays (7 days per year, 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 Tags??? 

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?? 

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.

Our client, a prominent general practice law firm, is seeking a Professional Liability Partner to join their Long Island team. The ideal candidate will have 10+ years of professional liability defense experience. Legal malpractice defense is preferred but not required. This position will include representation of various industries.

This position can be hybrid remote. Portables are welcome but not required.

Competitive base salary 175k to 250k+, bonus and benefits.

Resumes may be sent to for review.