331 Financial Services jobs in the United States

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

This is not a remote position. It is based in the Allentown, PA area.

People First is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller and Lending (Platform) duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Assist new and existing members with their financial needs, performing a variety of duties that support branch sales and operations. Consistently provide an atmosphere of exceptional member service. Confidently performs transactions for members regarding all share, loan products, and services. Consult with members and provide solutions to match their needs. Responsible for adhering to all credit union policies, procedures, deadlines, and all applicable federal regulations.

Duties and Responsibilities

• Delivers an exceptional member experience by actively listening to our member's needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Member Solutions Representative/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits

• Paid time off
• 401k Plan
• Travel reimbursement
• Telemedicine

The position has two scheduling options

• Mondays, Thursdays, and Fridays: 10:00 am - 4:00 pm
• Saturdays: 9 am - 12 pm
• Tuesday or Wednesday: 10 am to 3 pm (would work one day and have the other day off)

Qualifications

• High school diploma or GED required
• Lending experience is required
• Teller experience preferred
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.

Compensation details: Hourly Wage

PI8d8d78567ace-

Job Description

Financial Professional

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for.

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer.

Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

About New York Life.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades.
We’re proud of our financial strength.
• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022

We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

We’re proud of the help we’ve provided and continue to provide our clients.
• 5.3 million LIVES PROTECTED . Includes all owners of individual life insurance and annuity policies
• $79 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
• $< trong>4.5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1 2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

If you are interested in becoming a Financial Services Professional, please contact me at: or

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades.
We’re proud of our financial strength3
• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients7
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (inclu es life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
• $9 8 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1 1 trillion life insurance protection in force (includes term, whole and universal life)

About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades.
We’re proud of our financial strength3
• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients7
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (inc udes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
• $9 8 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1 1 trillion life insurance protection in force (includes term, whole and universal life)