Banking and Financial Services Jobs in Rochester, NY

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

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• 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

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• 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.

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• 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

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
  

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• 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:

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• 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 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

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

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website:

We are currently seeking a full-time Participant Support Representative to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 3 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Participant Support Representative is a reliable professional responsible for answering incoming phone calls, making outbound calls, using company policies to solve customer issues, guiding callers through navigating the company website, and routing calls to the managerial team when necessary. The Representative must commit to customer satisfaction and the ability to provide detailed and accurate information.

Responsibilities

• Ability to take outbound and inbound calls while taking the appropriate action based on the clients’ needs.
• Educate clients on IRS guidelines, and compliance on 403b & 457b plans.
• Provide technical support and troubleshoot participant actions on the website, including filling out forms and uploading documents.
• Input data into system platforms and keep caller’s records updated. Must be able to keep system platforms up to date by inputting new clients’ information and tracking changes.
• Uphold customer satisfaction to the highest standards while maintaining the Center’s KPIs.
• Ability to audit and cross reference data as needed across the different platforms available
• Regularly attend department and company meetings and training sessions to stay updated on policies and procedures.
• Other duties as assigned.

Education and Experience

• High School Diploma or equivalent
• Prior experience in a call center or high-volume customer service environment.
• Experience in pension, retirement, and/or benefits administration a plus.

Additional Competencies

Language Skills

• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants in a thorough, and easy to understand manner.
• Bilingual in Spanish, a plus.

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.

Work Environment

• Duties are performed in an office environment/hybrid with a call center atmosphere
• Typical work hours are 8:30 a.m. – 5:00 p.m., Monday through Friday. Later shifts are available with management approval.
• In this position, you may interact with plan participants, plan sponsors, financial advisors & administration through calls or emails, in addition to interactions with internal company staff at other locations such as Rochester, NY.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Transaction Processor to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Transaction Processing Team is responsible for accurately entering and processing retirement plan transaction requests within the 403(b)/457 industry. This includes service provider form entry, as well as processing participant transactions such as distributions, loans, hardships, transfers, and other plan-related activities. Daily responsibilities also involve communicating with clients, participants, and advisors to resolve incomplete or incorrect information. Additional responsibilities may include answering telephone inquiries, imaging documents, and performing other administrative tasks as needed.

Responsibilities

• Review and enter data from source documents into designated systems with a high degree of accuracy.
• Detail-oriented, with strong analytical skills to identify, verify, and input transaction information accurately.
• Professional and courteous telephone manners, with the ability to address questions, provide policy and procedural details, and maintain participant confidentiality.
• Ability to prioritize workload and manage multiple tasks simultaneously while meeting strict processing deadlines.
• Ability to work independently within the scope of assigned responsibilities.
• Strong verbal and written communication skills.
• Prioritize inbound calls from Call Center as needed.

Job Qualifications

• Proficiency in Microsoft Outlook, Excel, and Word are required.
• Must have strong communication and organizational skills along with attention to detail.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry, required.
• Associate or bachelor’s degree, preferred.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.
• Benefits administration experience a plus.

Additional Competencies

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Remittance Specialist to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result on hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

Remittance Specialists are responsible for processing payroll files with participant contributions, handling incoming and outgoing communication via phone and email, solving client issues, and assisting other team members.

The ideal candidate will be reliable, professional, detailed, and have strong commitment to working as a team.

Responsibilities

• Prepare Excel payroll files from clients for disbursement of funds to service providers.
• Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving.
• Work in partnership with banking specialists to support assigned clients.
• Process payroll files through database
• Review reports for inaccuracy and contact clients for clarification as needed.
• Send, track, and follow-up on correspondences from clients and participants.
• Resolve complex issues that require research and investigation.
• Input data into system platforms and keep records updated.
• Communicate effectively at various levels within the company and clients alike.
• Regularly attend department and company meetings and training sessions.
• Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds).
• Research and correct exceptions/differences identified through validation process.
• Process checks (two check-runs per week)
• Communicate via email and phone with clients to ensure appropriate notification and completion of files processed.
• File and other administrative duties as needed.

Job Qualifications

• Must have good communication skills and attention to detail.
• Proficiency in Microsoft Outlook, Excel, Word and QuickBooks are required.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Excellent communication and organizational skills.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Associate or bachelor’s degree, preferred.
• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry.
• Benefits administration experience a plus.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.

ADDITIONAL COMPETENCIES

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday.
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

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.

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• Work with the business to understand needs, goals, strategies, and challenges, and how to help prioritize opportunities for improvement
• Support the business in developing accurate budget and forecast projections for expense, capital, and headcount
• Track actual performance versus budget/forecast and ensure business and finance leadership understand significant variances
• Support business in ROI analysis while always constructively reviewing and refining business partner assumptions
• Actively lead key department processes and support leadership in mentoring teammates and driving cross-functional process improvements
• Actively participate in month/year-end close processes to ensure accurate internal and external financial reporting
• Proactively make recommendations based on data and analysis, and identify opportunities for efficiencies.
• Maintain strong partnerships with FP&A reporting team and senior business leaders across finance organization
• Effectively prioritize business problems based on urgency and relevance
• Clarify decision trade-offs to internal customers
• Other duties as assigned

• A curious and strategic mindset that drives a proactive and data-driven approach to problem solving
• Excellent verbal and written communication skills and ability to the story behind the numbers in terms business partners understand
• Advanced MS Excel, Word, and PowerPoint skills
• Advanced financial modelling skills
• Strong knowledge of GAAP and Financial principles
• Ability to develop a strong understanding of the business
• Ability to build partnerships, influence decisions and work in a collaborative style
• Takes initiative and executes independently

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• A Bachelor's degree or equivalent combination of education and related experience

• The availability to work full-time, hybrid in Schenectady, NY or Rochester, NY

• 2+ years claim processing/system configuration experience required
• FACETS experience required. Data Analysis experience preferred
• Customer focus and demonstrated experience working with business users to solve issues and develop requirements to support process improvements.
• Microsoft Office Suite: Excel, Outlook Word
• Curiosity to foster innovation and pave the way for growth

• Humility to play as a team

• Commitment to being the difference for our customers in every interaction

• Develop solutions leveraging claims automation and system enhancements to enable faster, more accurate execution of repetitive tasks in production environments.
• Work collaboratively with the RPA team and other business units across the organization developing requirements, analyzing data, performing process review, creating workflows. and developing recommendations for improvement.
• Maintain detailed documentation as it relates to projects and departmental initiatives following program standards.
• Analyze data to perform root cause analysis focusing on increasing accuracy and/or delivering ROI.
• Work in an Agile environment to elicit, record and develop Business Requirements; work with the RPA team to convert Business Requirements to System Requirements.
• Present and provide status on program initiatives.
• Execute tasks timely and escalates roadblocks to success to OPS Leadership for resolution.
• Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• A bachelor's degree in project management or an equivalent combination of education and related experience will be considered in lieu of a degree
• The availability to work full-time following a hybrid schedule of three in-office days per week
• Minimum of 3 years' experience successfully leading and managing high-performing Agile/Scrum teams
• Experience in Agile/Scrum collaboration methodologies and tools (such as Microsoft ADO)
• Technical acumen and health care knowledge preferred. Scrum Master Certifications preferred (PSM, CSM, SSM)
• Curiosity to foster innovation and pave the way for growth
• Humility to play as a team
• Commitment to being the difference for our customers in every interaction

• Serve as the Scrum Master for multiple member experience Scrum teams utilizing Agile practices and methodologies
• Prepare for and facilitate daily Scrum meetings, bi-weekly Sprint Planning, Sprint Review, Retrospective, Backlog Refinements and planning poker sessions with Scrum teams
• Facilitate and coordinate development releases across Scrum teams and other technical/business areas
• Curiosity and motivation to help enhance and automate new and existing business processes. Triage production support incidents and work with Technical Product Owners for prioritization
• Maintain team metrics for analysis to help inform upcoming projects
• Provide input to quarterly release planning using team capacity and skillset information
• Foster transparency and communication across teams and departments to remove obstacles and encourage collaboration
• Support the Scrum teams to complete their tasks while holding them accountable to complete their sprint goals
• Ability to work on multiple projects under time constraints. Strong communication skills, both verbal and written, and an ability to interact with all levels in the organization
• Possess a strong sense of accountability and urgency in delivering projects and completing assignments
• Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.