OTHER

FEED

UNKNOWN

Cooperate with, participate in, and support the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company’s compliance with all regulatory requirements; ensure that the unit and all personnel adhere to the same. Responsibilities: Perform a variety of duties quickly and accurately to support the paying and receiving function of the branch of which the following are illustrative:Accept and process deposit transactions.

HOUR

Overview:
Engages the client by welcoming them warmly with a pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Tompkins. Assists clients and makes them feel appreciated. Ensures financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements. Helps build relationships with client by connecting them with other team members who can help them address their financial needs. Works under close supervision with limited decision-making authority.

Responsibilities:
<ul><li>Perform a variety of duties quickly and accurately to support the paying and receiving function of the branch of which the following are illustrative:<ul><li>Accept and process deposit transactions.</li><li>Cash checks and process withdrawal transactions within approved authority and operating policy, while ensuring proper identification is obtained and verifying sufficient funds are available.</li><li>Sell Cashier’s Checks.</li><li>Redeem EE Savings Bonds.</li><li>Issue approved cash advances on Company accepted credit cards.</li><li>Transfer funds between accounts as required.</li><li>May accept and process utility payments.</li><li>Accept and process all types of loan payments and credit card payments.</li></ul></li><li>Maintain an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel.</li><li>Respond to telephone inquiries from customers regarding balances, withdrawals, verification of accounts, etc.</li><li>Prepare daily settlement and proof of cash transactions; balance cash drawer accurately, quickly and efficiently on a daily basis.</li><li>Prepare and review reports relating to the function, e.g. Currency Transaction Reports (CTRs), Bank Secrecy Reports, etc.</li><li>Process night deposit, mail deposit, ATM deposit and courier deposit transactions</li><li>Maintain an approved level of cash, and sell excess cash and/or mutilated cash when appropriate.</li><li>Balance and/or service ATM machines, coin machines, or currency transaction machines when necessary.</li><li>Verify and wrap coin and/or currency for vault control purposes.</li><li>Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of harassment and other forms of illegal discriminatory behavior in the work place.</li><li>Cooperate with, participate in, and support the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company’s compliance with all regulatory requirements; ensure that the unit and all personnel adhere to the same.</li><li>Provide safe deposit box service to customers.</li><li>Work Saturdays and evenings as required; open and close the branch as required.</li><li>All other duties as assigned.</li></ul>

Qualifications:
<ul><li>A high school diploma or equivalent preferred.</li><li>Cash handling experience in banking, cash office or retail setting. Six(6) months to one(1) year of experience is preferred.</li><li>Excellent customer service skills.</li><li>Exemplary organizational, problem-solving and communication skills.</li><li>Ability to follow precise directions.</li><li>Ability to operate teller equipment and learn banking systems quickly.</li><li>Proficient PC skills.</li><li>Moderate typing and ability to operate various office machines.</li></ul>

Benefits:
<ul><li>Medical</li><li>Dental</li><li>Vision</li><li>401(k) Match</li><li>Profit Sharing</li><li>Paid Time Off</li><li>11 Holidays</li><li>Tuition Reimbursement</li><li>Free Parking throughout Tompkins Community Bank</li><li>Employee Referrals</li></ul>

EEO Statement:
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please <a href="https://jjk-ecomm-llpmc-prod.s3.us-east-2.amazonaws.com/posters/federal/FED-E-B-EEOC-FMLA-POLY_49654.pdf" rel="noopener nofollow noreferrer" target="_blank">click here</a>#communitybank

Pay Range:
USD $18.25 - USD $23.00 /Hr.

Tompkins Community Bank

Teller

Bank Secrecy

Banking Regulations

Banking Services

Communication Skills

Community Banking

Computer Skills

Corporate Compliance

Credit Cards

Customer Relations

Customer Support/Service

Equipment Maintenance/Repair

Financial Transactions

High School Diploma

Office Equipment

Problem Solving Skills

Regulatory Compliance

Regulatory Requirements

Retail

Risk Management

Sales

Transaction Processing/Management

Typing

[AW]-iCims

Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ)Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65).CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: <ul><li>HUDSON VALLEY, NY </li></ul><ol><li>New Windsor, NY </li><li>Poughkeepsie, NY </li></ol><ul><li>TRI-STATE AREA NY/NJ </li></ul><ol><li>Red Bank, NJ</li><li>Bronx, NY </li><li>New York, NY (Manhattan)</li></ol>COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan.Qualifications<ul><li>Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred).</li><li>Active registration: SIE, Series 7, and Series 66 (or Series 63/65).</li><li>CFP A REAL PLUS </li><li>Minimum of three years of related brokerage or financial advisory experience.</li><li>Existing book of business of at least $200,000 or more, with demonstrated production and client growth.</li><li>Proven track record of client development, relationship management, and revenue generation.</li><li>Proficient in MS Word, Excel, and PowerPoint.</li><li>Strong attention to detail, organizational ability, and multi-tasking skills.</li><li>Excellent verbal and written communication skills.</li></ul>Key Responsibilities<ul><li>Develop and maintain long-term client relationships through personalized financial planning and investment advisory services.</li><li>Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads.</li><li>Provide tailored investment advice aligned with each client’s goals and financial profile.</li><li>Stay current on market trends, product knowledge, and compliance regulations.</li><li>Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions.</li><li>Ensure adherence to FINRA and firm compliance policies.</li><li>Maintain accurate client documentation and reporting.</li></ul><ul><li>Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team.</li><li>This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products).</li><li>This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment.</li><li>What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.</li><li/></ul>

Donna Cornell Enterprises, Inc.

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ)

Asset Management

Brokerage

Business Growth

Customer Relationship Management (CRM)

Detail Oriented

Develop and Maintain Customers

Documentation

Endowments

Finance

Financial Planning

Financial Services

Insurance

Investment Management

Investment Services

Loans

Maintain Compliance

Market Trend Analysis

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Multitasking

Nonprofit

Organizational Skills

Presentation/Verbal Skills

Private Wealth Management

Revenue Growth

Revenue Management

Securities

Series 63

Series 66

Series 7

Tax Accounting

Team Player

Variable Annuities

Wealth Management

Writing Skills

Recruiteze

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Teller Tompkins Community Bank

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Donna Cornell Enterprises, Inc.

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