154 Results for

Financial Services Jobs in Franklin D Roosevelt, NY

Jobs

Town Branch, NY

$150,000–$180,000 / year

HIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

2 days ago

Beacon, NY

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Caitlin Mcvicker - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

30+ days ago

Poughkeepsie, NY

About the Department/School: About Marist University: Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction. Essential Functions: Maintain and report on regulatory financial aid compliance control for Student Financial Services, including oversight of federal, state, and institutional financial aid compliance training and regulatory update and coordination with institutional research for external survey reporting.

28 days ago

Red Hook, NY

You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

30+ days ago

Danbury, CT

$21.49–$41.73 / hour

p>Other Information:

Position requires knowledge of all aspects of responsibilities of the CBO; Basic knowledge of applicable federal, state laws and regulations; well-developed verbal and written communication skills; Excellent analytical and problem solving skills; Strong working knowledge of payor rules and regulations; Knowledge of hospital billing; Demonstrated ability to manage multiple and complex tasks; Demonstrated ability to train and motivate employees; Professional attitude and ability to relate to executive management and patients; Exhibits self-direction, good judgment in handling difficult situations and good organization, time management, interpersonal and conflict resolution skills. This includes obtaining proper documentation in the patientsï¿½ chart justifying the need for treatment, obtaining insurance prior authorizations for psychiatric hospitalizations, coordinating and submitting claims appeals, and overseeing the retro review and appeals process to prevent denials and revenue loss.

30+ days ago

Danbury, CT

$19.54–$29 / hour

Our team of more than 15,000 caregivers delivers compassionate care through seven community hospitals, primary care and specialty practice locations, outpatient settings, home care services and telehealth visits. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Middletown, NY

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

30+ days ago

Middletown, New York

$108,674–$135,842 / year

Collaborates and partners closely with the Hospital Revenue Cycle and Finance senior leadership team to include CDI, HIM, Revenue Strategy, Utilization Management, Case Management, and Registration on all Epic Dashboards to improve processes and work with IT on system optimization. If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Director, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown.

18 days ago

Newburgh, NY

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

30+ days ago

Middletown, New York

$72,813–$91,016 / year

If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Manager, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown. Is responsible for planning and implementing staff education programs including but not limited to the orientation of new hires and on-going staff education, assuring staff competence in providing quality patient care, quality patient information and quality financial information.

18 days ago

Middletown, NY

$108,674–$135,842 / year

Collaborates and partners closely with the Hospital Revenue Cycle and Finance senior leadership team to include CDI, HIM, Revenue Strategy, Utilization Management, Case Management, and Registration on all Epic Dashboards to improve processes and work with IT on system optimization. If you're interested in a health system that's both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Director, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown.

17 days ago

Danbury, CT

$19.54–$29 / hour

Northwell cares for more than three million people annually in the New York metro area, including Long Island, the Hudson Valley, Connecticut and beyond, thanks to philanthropic support from our communities. Northwell is the largest not-for-profit health system in the Northeast, serving residents of New York and Connecticut with 28 hospitals, more than 1,000 outpatient facilities, 22,000 nurses and over 20,000 physicians.

30+ days ago

Middletown, NY

$72,813–$91,016 / year

If you're interested in a health system that's both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Manager, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown. Is responsible for planning and implementing staff education programs including but not limited to the orientation of new hires and on-going staff education, assuring staff competence in providing quality patient care, quality patient information and quality financial information.

17 days ago

New Fairfield, CT

As a member of the Ryan Guinn State Farm Agency, you are vital to our daily business operations and customers’ success. You improve the lives of our customers by proactively marketing relevant products and services.

30+ days ago

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

Kingston, NY

$28.85–$33.65 / hour

I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

Higland Falls, NY

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

18 days ago

Poughkeepsie, New York

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

18 days ago

New Windsor, NY

Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.

30+ days ago

Newburgh, New York

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

4 days ago

Orange County, NY

$20–$23 / hour

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EXPERIENCE:

4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

Fishkill, NY

$19.23–$28.37 / hour

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

20 days ago

New Paltz, NY

$20–$23 / hour

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

$20–$23 / hour

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4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

Pine Bush, NY

$20–$23 / hour

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

Newburgh, NY

$20–$23 / hour

30+ days ago

$20–$23 / hour

p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES.

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
EXPERIENCE:
- 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

21 days ago

New Paltz, NY

$20–$23 / hour

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. EXPERIENCE: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

Middletown, NY

$20–$23 / hour

p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES.

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
EXPERIENCE:
- 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

Middletown, NY

$20–$23 / hour

p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES.

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
EXPERIENCE:
- 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

30+ days ago

$20–$23 / hour

p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES.

Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
EXPERIENCE:
- 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.

2 days ago

Newburgh, NY

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago

Danbury, Connecticut

Patient Throughput: Ensures all required information is obtained from referring physicians and providers in clinical areas and provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting. Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides support in other outpatient service departments and routinely provides coverage as necessary to maintain skill sets.

25 days ago

Stone Ridge, NY

Commitment to community college goals and objectives of providing quality programs and services for culturally, socio-economically, ethnically, and academically diverse students and students with disabilities; personal qualities to work effectively and with sensitivity in a multicultural environment; awareness of and commitment to the needs of non-traditional and/or re-entry students with diverse abilities and interests. Position Overview: The Director of Student Services (trio) is a highly responsible administrative position that manages and plans the departments activities, prepares the departmental budget, and supervises the departmental personnel and programs.

30+ days ago

Bethel, CT

$201,810–$382,600 / year

Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: • Bachelor's Degree in Accounting, Accounting Information Systems, or related program • CPA or CIA designation(s) required • Ten (10)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the Healthcare, Life Sciences or Technology preferred • Five (5)+ year(s) of supervisory experience, mentoring and counseling associates • Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue • Proven track record of new business development • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects • Ability to travel as needed for client engagements. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

30+ days ago

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Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:

Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement.

28 days ago

Great Barrington, MA

$72,280–$108,160 / year

li>Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

30+ days ago

Great Barrington, Massachusetts

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

8 days ago

Kingston, NY

Leveraging a large clinical laboratory database, the organization delivers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management for patients and providers worldwide. The PSR I builds trust and confidence with patients by explaining procedures clearly and performing specimen collection in a safe, accurate, and professional manner, while maintaining strict confidentiality and data integrity.

30+ days ago

Bethel, Connecticut

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

30+ days ago

Bethel, Connecticut

30+ days ago

Middletown, NY

Ireland & UK ›India ›Philippines ›Culture of Belonging›Employee Benefits›BlogJob seeker resources Login Bookmarked jobs 0 Career areas Clinical PhysiciansAdvanced practice cliniciansPharmacyBehavioral healthNursingMedical codingClinical support Corporate and business operations Administrative supportConsultingFinance and business analyticsLegal and complianceMarketing and communicationsPeople teamProject management Customer and support services BillingClaimsCustomer ServiceData entryEarly careers Sales and account management Account managementSalesSales management Technology and data Artificial intelligenceArchitectureBusiness systems analysisData analyticsData engineeringData scienceNetwork infrastructureProduct management & developmentSecurity and riskSoftware engineering Life here U.S. Culture of BelongingEmployee BenefitsMilitary Fellowship Program Ireland & UK Culture of BelongingEmployee Benefits India Culture of BelongingEmployee Benefits Philippines Culture of BelongingEmployee BenefitsJoin our talent communityOpen search formKeyword or job numberLocationGoExplore remote jobsPursue your passion and potentialPatient Services Representative Middletown New York Apply Internal apply Bookmark job Jump to Our values Job description Benefits Testimonial Awards & recognitions Related content Caring. Required QualificationsHigh School DiplomaGED1 years of customer service or healthcare related experience1 years of computer proficiency experience including the ability to work on multiple web browsers using dual monitors at the same time to include Microsoft OutlookPreferred QualificationsExperience as a receptionist in a healthcare settingExperience working with electronic health recordsExperience working with scheduling programsKnowledge and ability to learn and apply job functions and minimal medical terminology knowledgeSoft SkillsAbility to work independently and as a team and maintain good judgment and accountabilityDemonstrated ability to work well with health care providersStrong organizational and time management skillsAbility to multi-task and prioritize tasks to meet all deadlinesAbility to work well under pressure in a fast-paced environmentExcellent verbal and written communication skills ability to speak clearly and concisely conveying information in a manner that others can understand as well as ability to understand and interpret information from othersPay is based on several factors including but not limited to local labor markets education work experience certifications etc.

30+ days ago

Danbury, CT

$65,000–$80,000 / year

Key Performance Expectations: Improve clean claim rate and reduce denial trends Reduce accounts receivable aging Increase insurance enrollment and sliding fee utilization Improve patient collections and self-pay recovery Maintain audit readiness and regulatory compliance Requirements: QUALIFICATIONS : Fluency in English required; Spanish and/or Portuguese strongly preferred Strong leadership, analytical, and problem-solving skills Ability to interpret revenue cycle and patient billing reports Experience working effectively with diverse populations EDUCATION and/or EXPERIENCE : Minimum 4 years of experience in medical billing Minimum 2 years of supervisory or team leadership experience Bachelor’s degree required or equivalent relevant work experience At least 2 years of experience in healthcare financial assistance, insurance enrollment, patient billing, collections, or revenue-related operations Experience in community health centers, FQHCs, or healthcare settings preferred Proficiency in Microsoft Word, Excel, and Outlook K NOWLEDGE AND ABILITIES : Knowledge of healthcare revenue cycle operations and patient billing practices Understanding of self-pay, sliding fee, and insurance-based billing workflows Strong attention to detail, accuracy, and compliance Ability to manage vendor relationships and internal billing processes simultaneously Excellent organizational, communication, and time-management skills Ability to handle confidential patient and financial information appropriately Benefits: Competitive compensation commensurate on experience. This role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements.

3 days ago

For positions in Washington State, Maryland, or to be performed remotely, click here or copy-paste the link below for paid time off benefits information: https://www.compass-usa.com/wp-content/uploads/2023_WageTransparency_MorrisonHealthcare.pdf.

Associates at Morrison Healthcare are offered many fantastic benefits, including:

• Medical • Dental • Vision • Life Insurance • Disability Insurance • Retirement Plan • Flexible Time Off • Paid Parental Leave • Holiday Time Off (varies by state) • Personal Leave • Associate Shopping Program • Health and Wellness Programs • Discount Marketplace • Identity Theft Protection • Pet Insurance • Commuter Benefits • Employee Assistance Program • Flexible Spending Accounts (FSAs).

30+ days ago

Poughkeepsie, New York

$500–$1,000 / year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

18 days ago

Middletown, NY

Our Core Values:Experience: Go Above Expectations; Create Positive Moments; Personally AcknowledgeService: Deliver As One Team; Stay A Step Ahead; Guide With Product ExpertiseIntegrity: Do What's Right; Speak the Truth; Own Our ActionsPeople: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community ========================================================================================= POSITION PURPOSE The Financial Crimes Investigator is responsible for independently conducting end-to-end investigations involving suspicious activity, fraud, sanctions concerns, and other financial crime risks. Experience in a credit union environment preferred Familiarity with National Credit Union Administration regulatory expectations preferred Experience with both fraud and AML/BSA investigative responsibilities preferred Prior coordination with law enforcement or regulatory examiners preferred Strong data-analysis skills, including trend identification and transactional pattern analysis preferred Experience working in regulated environments subject to audits and examinations preferred Skills/Abilities: Strong investigative, critical thinking and analytical thinking skills.

30+ days ago

Danbury, Connecticut

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This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.

Primary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers.

30+ days ago

Newburgh, NY

$52,000–$210,000 / year

p>Tasks Performed: • 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.

Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team.

30+ days ago

Lakeville, Connecticut

li>Build dynamic scenario analyses to assess the impact of enrollment trends, tuition strategy, financial aid, staffing, and capital investments, and evaluate trade-offs across revenue, expenses, and capital allocation. The Analyst partners across departments—including Admissions, Advancement, Academics, and Facilities—to align financial planning with institutional priorities such as enrollment strategy, tuition and financial aid, fundraising, and capital investments.

30+ days ago

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Financial Services Jobs in Franklin D Roosevelt, NY

Chief of Staff Veterinarian Banfield Pet Hospitals

Insurance and Financial Services Position - State Farm Agent Team Member Caitlin Mcvicker - State Farm Agent

Senior Associate Director, Student Financial Services Marist College

Insurance and Financial Services Position - State Farm Agent Team Member Mike Mills - State Farm Agent

Financial Services Administrator Nuvance Health

Patient Financial Services Reimbursement Specialist I Nuvance Health

Insurance and Financial Services Position - State Farm Agent Team Member James Demmer - State Farm Agent

Director, Patient Financial Services Director Garnet Health

Financial Services Representative – State Farm Agent Team Member Wyatt Savage - State Farm Agent

Manager, Patient Financial Services Garnet Health

Director, Patient Financial Services Director Garnet Health Medical Center

Patient Financial Services Reimbursement Specialist I Northwell Health

Manager, Patient Financial Services Garnet Health Medical Center

Insurance and Financial Services Position - State Farm Team Member Ryan Guinn - State Farm Agent

Financial Advisor First Command Financial Services, Inc.

Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center Bank of America Corp

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor Northwestern Mutual

Entry Level Financial Advisor New York Life Insurance - Hudson Valley

Financial Center Assistant Manager - Meadow Hill Financial Center Bank of America

Flex Financial Partner/Universal Associate Heritage Financial Credit Union

Financial Wellness Associate KeyCorp

Part-Time Financial Partner/Universal Associate -SUNY New Paltz Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - Montgomery Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - Pine Bush Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - Corwin Court Heritage Financial Credit Union

Part-Time Financial Partner/Universal Associate - Washingtonville Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - New Paltz Main Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - Middletown, NY Heritage Financial Credit Union

Financial Partner/Universal Associate - Rykowski Branch Heritage Financial Credit Union

Financial Partner/Universal Associate - Washingtonville Branch Heritage Financial Credit Union

Personal Financial Counselor, PFC, Newburgh, NY Magellan Health Inc

Personal Financial Counselor - Poland (on-site) Magellan Health Inc

PT Financial Access Specialist-CS Yale New Haven Health

Director of Student Support Services (TRIO) SUNY Ulster

Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLP

Risk Advisory Services Principal Baker Tilly Virchow KrauseLLP

Financial Advisor- Great Barrington, Massachusetts The Toronto-Dominion Bank

Financial Advisor- Great Barrington, Massachusetts TD Bank

Phlebotomist Patient Services Representative GTT

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Patient Services Representative UnitedHealth Group Inc

Team Lead: Billing, Financial & Insurance Assistance & Revenue Cycle Oversight Connecticut Institute for Communities, Inc.

DIRECTOR OF FOOD & NUTRITION SERVICES Compass Group North America

College Financial Representative, Internship Program Northwestern Mutual

Financial Crimes Investigator Heritage Financial Credit Union

Pro Services Specialist Floor & Decor

Financial Consultant NBT Bancorp Inc

Senior Financial Analyst The Hotchkiss School

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