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Universal Branch Associate
2 weeks ago
Hudson Valley FCU Latham, United StatesHudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales Branch Associate, Associate, ...
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Licensed Branch Associate
3 weeks ago
Hudson Valley FCU Latham, United StatesHudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales ap Branch Associate, Licensed, F ...
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Universal Branch Associate
3 days ago
This Way LLC Latham, United States PermanentOur partner is currently recruiting for the position of Universal Branch Associate in Latham, NY. The primary function is to provide high-level member service through efficient and accurate transaction processing, applying a consultative needs-based sales approach to establish, d ...
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Universal Branch Associate
1 week ago
ThisWay Latham, United StatesJob Description · Job DescriptionOur partner is currently recruiting for the position of Universal Branch Associate in Latham, NY. The primary function is to provide high-level member service through efficient and accurate transaction processing, applying a consultative needs-bas ...
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Licensed Branch Associate
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Regional Universal Branch Associate
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Hudson Valley Federal Credit Union Latham, United StatesHudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 1. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative ne Branch Associate, Associate, ...
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Regional Universal Branch Associate
3 weeks ago
Hudson Valley Federal Credit Union Latham, United StatesHudson Valley Credit Union is currently recruiting for the position of Regional Universal Branch Associate. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-ba Branch Associate, Associate, ...
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Regional Universal Branch Associate
1 week ago
Hudson Valley Credit Union Latham, United StatesOverviewHudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 1. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approa ...
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Regional Universal Branch Associate
1 week ago
Hudson Valley Credit Union Latham, United StatesOverview: · Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 1. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales a ...
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Member Service Associate
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SilverLinx Menands, United States"ARE YOU ALSO CRAZY ABOUT GOOD BREAD? We are a modern family-owned company with 26 branches and approximately 250 employees, to whom we offer a secure workplace with a family atmosphere. We are looking for support for our teams in the specialty stores in the Rhein-Neckar area: SA ...
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Associate Counsel-office of The Counsel to The
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Driver / Warehouse Support Associate
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Granite City Electric Albany, United States**Granite City Electric Supply is the area's premiere electrical distributor serving electrical contractors as well as residential, commercial and industrial customers for over 90 years. With branches covering Massachusetts, Rhode Island, New Hampshire, Vermont and Connecticut, w ...
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Library Development Specialist 1
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Program Administrator
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Investigative Specialist 1 Beverage Control
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Wmg Administrative Assistant
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Summer Associate
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ERIE MATERIALS Albany, United States_**Exceptional Service, Integrity, Care for People, Excellence**_ · Erie Materials, a **Certified Great Place to Work **and privately owned and operated company since 1973, is built on these core values. We care about our people and team. For more than five decades, Erie Material ...
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Night Driver
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Granite City Electric Albany, United States**Granite City Electric Supply is the area's premiere electrical distributor serving electrical contractors as well as residential, commercial, and industrial customers for over 90 years. With branches covering Massachusetts, Rhode Island, New Hampshire, Vermont, and Connecticut, ...
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Connect Kids Program Coordinator
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Licensed Branch Associate - Latham, New York, United States - ThisWay
Description
Our partner seeks a Licensed Branch Associate in Latham, NY to provide superior member service and promote wealth management services through consultative sales approaches.
Responsibilities:
Utilize Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services.
Monitor member care calls and assist with loan queues for cross-selling opportunities.
Contribute to branch sales goals by maintaining knowledge of products and services.
Refer members to Financial Consultant for products beyond assigned limits.
Support Wealth Management Consultant with meetings, lead generation, and member education.
Implement marketing programs and promotions, discussing features and benefits to close sales.
Support branch operations, including opening/closing, cash handling, and teller transactions.
Adhere to safety, security practices, company policies, and regulatory requirements.
Participate in training, development, and embrace guiding principles.
Requirements
High School Diploma or equivalent.
Securities Industry Essentials (SIE) Certification.
NYS Notary Public license within 12 months.
Series 7 and 66 Certification or ability to pass within 120 days.
Must pass background screening.
Benefits
Our partner cares for employees, members, and community, fostering an inclusive workforce.
Employee Perks include professional development training, student loan repayment, medical coverage, retirement benefits, paid time off, and more.
Equal opportunity employer committed to diversity and inclusion.