55 Results for

Financial Representative Jobs in Buffalo, NY

Jobs

Newfane, NY

$19.34–$29.51

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Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career – and your potential – in mind.

Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset.

11 days ago

Williamsville, New York

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Nii Sowah, Managing Director:

Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses.

27 days ago

Buffalo, NY

$55,000–$75,000

p> Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

30+ days ago

West Seneca, 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

Orchard Park, NY

p>Qualifications:

• Associate's degree required • 1-2 years fast-paced customer service experience required in a high-volume setting • Prior computer experience with a CRM tracking system and Microsoft Office • Excellent phone skills • Preferred qualifications: • Bachelor's degree preferred • Experience in a call center environment preferred • Financial aid experience preferred. • Customer Service: Handle inbound inquiries on a variety of FA topics including status of excess loan funds (ELF), Banner inquiries, and verification follow up, providing customers with accurate information and direction to ensure a world-class student experience.

30+ days ago

Williamsville, 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.

20 days ago

Kenmore, New York

We’re seeking a licensed banker or early-career advisor to grow within the Western NY market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

11 days ago

$45,000–$100,000 / year

p>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.

30+ days ago

Buffalo, NY

$26–$43.34 / hour

p>Education and Experience Required:

Associate degree and a minimum of 3 years' previous sales, sales administration, or retail banking experience, or in lieu of a degree a combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' previous sales, sales administration, or retail banking experience.
Maintain and build referral channel and strong partnerships with Retail branch partners and Business Banking to ensure investment needs of current and potential customers in assigned Market and branches are met or exceeded.

30+ days ago

Buffalo, NY

Under general supervision from the Director, the Financial Aid Advisor (FAA) is responsible for counseling and advising financial aid applicants, their families, and the general public about financial aid requirements, eligibility criteria, and its availability. · Commitment to enriching the lives of students by promoting a positive learning environment; enhancing the quality of the student experience; and philosophically supporting programs and policies that facilitate student success.

30+ days ago

Buffalo, New York

2026-06-19

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.

18 days ago

Kenmore, NY

$1–$3 / hour

li>•Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.

•Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.

30+ days ago

Amherst, NY

$75,400–$100,000 / year

p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

30+ days ago

Niagara Falls, NY

$16–$22 / hour

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience. As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

30+ days ago

Buffalo, NY

$55,000–$80,000 / year

p>As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness.

Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments.

30+ days ago

Buffalo, NY

$70,000–$80,000 / year

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

16 days ago

Buffalo, NY

$62,200–$103,600 / year

Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Scope of Responsibilities: Education and Experience Required: Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience.

30+ days ago

Buffalo, New York

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

16 days ago

Buffalo, 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.

17 days ago

Buffalo, NY

30+ days ago

Buffalo, New York

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US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050), US - NY - Jamestown - 55 SOUTHWESTERN DR (NY3055), US - NY - Pittsford - 1221 Pittsford Victor Rd (NY3240), US - NY - Williamsville - 6245 SHERIDAN DR - SHERIDAN MEADOWS CORP PARK (NY3245).

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.

30+ days ago

Buffalo, NY

$30–$35 / hour

Ability to perform the physical aspects of the role, including extending and reaching with hands and arms, using hands and fingers to handle, squeeze, twist and manipulate objects, controls and tools; plus, occasionally climbing, balancing, bending, stooping, kneeling or crouching; and lifting, moving, and carrying up to 60 pounds. Veterinary Technicians and Practice Managers working as Field Support Representative (FSR) for Diagnostic Imaging, will partner closely with Field Sales Representatives and Customer Support to develop strategies that maintain and grow customer accounts through education and customer-centric solutions.

30+ days ago

Williamsville, NY

Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

30+ days ago

Buffalo, NY

Remote

$100,000–$150,000 / year

p>Job Summary:

As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform.

This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue.

30+ days ago

Buffalo, NY

p>Essential Job Functions/Responsibilities:

Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions. Responsibilities include (but are not limited to) resolving member issues, understanding, and addressing financial needs with empathy, and fostering relationships with members to enhance satisfaction.

30+ days ago

Buffalo, New York

Remote

Additionally, the Representative actively promotes the Bank’s full range of products and services to address customers’ financial needs, while consistently adhering to call quality metrics and departmental benchmarks for customer interactions.

ESSENTIAL DUTIES & RESPONSIBILITIES.

Address general inquiries, provide basic ATM and debit card assistance, assist with online banking support, third-party vendor inquiries, and general questions about products and services.

30+ days ago

Orchard Park, NY

This position is responsible for managing customer accounts, coordinating order fulfillment, and ensuring a smooth and positive customer experience in a fast-paced environment. Position Summary: The Customer Service Representative plays a key role in delivering excellent client support and maintaining strong customer relationships.

30+ days ago

$45,409–$72,644 / year

p>GS-08: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the next lower grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: interpreting and applying federal, state, Tribal, and third-party program regulations to determine eligibility and ensure compliance for programs such as Purchase Referred Care, Medicare, Medicaid, Affordable Care Act, Veterans Affairs Healthcare, and other alternate resources; conducting in-depth patient interviews to assess eligibility, verify coverage, and complete applications; registering eligible patients in various assistance programs; resolving claim denials and eligibility issues through coordination with patients, healthcare providers, and outside agencies; reviewing Medicaid eligibility information and supporting billing requirements; and utilizing effective oral and written communication to explain program requirements, provide referrals, and resolve complex patient service issues.

MINIMUM QUALIFICATIONS:

GS-06: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-05 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: determining patient eligibility for alternate resources programs; interpreting and applying Medicare, Medicaid, VA, and other third-party payer policies and procedures; conducting patient interviews to identify available healthcare coverage and funding sources; assisting patients with enrollment and claims processes; researching and resolving eligibility, denial, and reimbursement issues; maintaining effective working relationships with patients and resource agencies; and safeguarding confidential patient information in accordance with Privacy Act and HIPAA requirements.

18 days ago

$45,409–$72,644 / year

p>GS-08: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-07 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: applying and interpreting complex federal, state, Tribal, and private-sector regulations to make eligibility and funding determinations for programs such as Purchased/Referred Care, Medicare, Medicaid, Veterans Affairs healthcare, and Affordable Care Act plans; independently analyzing medical, financial, and eligibility documentation to resolve complex or controversial benefit issues; coordinating with agencies, providers, and patients to ensure fiscal accountability and continuity of care; issuing medical authorizations or denial determinations based on regulatory, clinical, and fiscal requirements; maintaining fund control records, monitoring expenditures, and applying appropriate accounting codes; identifying and resolving program or funding discrepancies; and compiling and analyzing reports related to program operations, funding, and utilization.

MINIMUM QUALIFICATIONS:

GS-06: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-05 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: identifying and verifying patient eligibility for Medicare, Medicaid, SSA benefits, private insurance, Tribal programs, and other assistance resources; interviewing patients to obtain required documentation; assisting individuals and families with benefit applications; reviewing records to determine the status of claims and applications; responding to inquiries regarding patient eligibility requirements, benefits, and program guidelines; and maintaining accurate patient records through data entry, discrepancy resolution, and follow-up on pending claims and missing documentation.

22 days ago

Buffalo, NY

As a Consultative Sales Rep focused on Cloud & IT Solutions, you will help customers modernize infrastructure, improve security, enable collaboration, and support growth through technology solutions delivered through our partner, Advance2000.

BUILD RELATIONSHIPS & GROW ACCOUNTS
- Serve as a trusted advisor for existing CADimensions customers by identifying opportunities to improve infrastructure, security, collaboration, and IT operations.

3 days ago

Williamsville, NY

30+ days ago

Williamsville, NY

30+ days ago

Derby, NY

30+ days ago

Buffalo, NY

$62,360–$71,700 / year

100% focus on selling products and/or upgrading number of product lines in retail accounts (bars/restaurants, liquor/grocery stores/convenient stores). Please note that while this position is listed as "working remotely", our sales positions are field based and require you to live within the territory listed to visit accounts, unless explicitly stated otherwise.

30+ days ago

Williamsville, NY

$20–$24 / hour

Identify and/or address customer needs by using appropriate needs identification methods, providing information or completing a service transaction in response to incoming questions regarding Bank products and/or services. Identify opportunities to suggest alternative Bank products or services to better suit the needs of customers while contributing to customer retention and expanding their overall relationship with the Bank.

30+ days ago

Buffalo, NY

li>Stay informed about trends in the automotive market, auctions practices, and customer preferences to provide insightful guidance to buyers,

Monitor the performance of customer accounts through various assessments including but not limited to, customer KPI review, identification of additional product opportunities, adherence to buy/sell policy agreement.

Generous paid time off options, including uncapped vacation days, the greater of 3 paid sick days or in accordance with the applicable state or local paid sick leave law, 6 paid company holidays, 2 floating holidays, parental leave, bereavement leave, jury duty leave, voting leave, and other forms of paid leave as required by applicable law or regulation.

30+ days ago

$19–$23 / hour

li>Identify and/or address customer needs by using appropriate needs identification methods, providing information or completing a service transaction in response to incoming questions regarding Bank products and services.

Identify opportunities to suggest and cross-sell alternative Bank products or services to better suit the needs of customers while contributing to customer retention and expanding their overall relationship with the Bank.

30+ days ago

Cheektowaga, New York

This position is responsible for promoting and selling International products (all models of trucks) , both new and pre-owned, along with associated services tailored to meet the operational and financial needs of a diverse customer base—including owner-operators, small businesses, and large commercial fleets.

Communication & Teamwork – Listens and communicates openly, honestly, and respectfully with diverse audiences while promoting dialogue and building consensus; works collaboratively across teams to achieve organizational goals.

30+ days ago

Buffalo, NY

$53,764–$85,138 / year

The qualifications for the full SG 18 level are: Five years of full-time active service in a professional fire department or industrial fire brigade (including members of the military who spent their service time performing firefighting and fire protection activities) WHICH INCLUDES two years of experience as the person primarily responsible for fire prevention, fire inspection, or fire training programs OR. Eight years of active service in a volunteer fire department WHICH INCLUDES two years of experience as the person primarily assigned and responsible for fire prevention, fire inspection, or fire training programs, AND the successful completion of six fire safety courses offered by the State Office of Fire Prevention and Control or a verifiable equivalent.

30 days ago

Orchard Park, NY

$45,000–$85,000 / year

p>Five Star Equipment is Northern PA & New York State's John Deere Construction & Forestry dealer, serving 57 counties across seven locations:

Dunmore, PA • Williamsport, PA • Waterford, PA • Kirkwood, NY • Rochester, NY • Syracuse, NY • Orchard Park, NY. You'll represent premium John Deere construction equipment and allied lines, delivering value to contractors through speed, accuracy, and follow-through.

30+ days ago

Amherst, NY

$20–$23 / hour
Part time

Risk management personnel manage the company’s risk by analyzing and purchasing risk transfer products, assessing, investigating and settling claims to limit ultimate liability, monitoring and assisting the work of outside legal counsel and third-party claims administrators, and reporting on loss history and trends to safety and operations departments and executive leadership.

Job Summary: Responsible for taking first report calls of accidents from drivers, assigning adjusters as needed, inputting the information into the computer system, notifying third-party administrators of accidents and performing required follow-up on all these functions.

4 days ago

Getzville, NY

Helpful experience: Mortgage Banking, Credit Card Processing, Telesales, Sales Executives, Telemarketing, Inside Sales, Debt Relief, Customer Service, Merchant Cash Advance (MCA), Credit Card Processing, Card Services, Collections, Stocks, Debt Consolidation, Energy, Business Lending, etc, Appointment Setter, Field Sales, Business to Business (b2b) and B2C marketing/ Telesales. If you've just graduated or have 10 years’ experience in sales; it doesn't matter to us; just be driven, dedicate and commission driven like any good salesperson and you will be successful.

30+ days ago

Amherst, NY

p>The statements above are intended to describe the general nature and level of work being performed by people assigned to this job.

This position supports 1st-party, early delinquency accounts for one of the top banks in the country.

17 days ago

Amherst, NY

Firstsource Advantage is seeking motivated and customer-focused individuals to join our team as Account Representatives (Collections). What Youll Do: Engage with customers to understand their financial situations and recommend appropriate payment solutions.

25 days ago

Buffalo, NY

$39,600–$92,400 / year

p>Drive sales growth by leveraging deep product knowledge to educate potential customers on POS systems and online ordering platforms, converting leads into loyal clients through personalized consultative selling strategies.

Build and nurture relationships by scheduling in-person appointments at client's restaurants/business to demonstrate the value of Clover and BentoBox solutions for streamlining operations and boosting revenue.

30+ days ago

Buffalo, New York

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Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

24 days ago

This position is responsible for scheduling future appointments both in person and via the telephone, registering new patients in the EHR, checks registration forms for completeness and accuracy, and scans registration into patient EHR.

Maintain phone etiquette; answer phones, transfer calls, take accurate messages and assign appropriately, document prescription refills and assign to correct provider.

30+ days ago

Amherst, NY

p>Position Summary: Responsible for providing excellent customer service for our Infusion center by answering calls in a friendly manor and providing information to referring offices, insurance companies, and patients.

Work with referring provider offices to schedule patients in a timely and accurate manner, to meet both patient and provider needs.

23 days ago

Amherst, New York

This is exemplified through our 3,000+ purpose-driven team members who passionately innovate to drive value creation through our fully integrated business model, owning the process from start to finish, and care at every step.

Clearly explain product benefits and current promotions while delivering personalized customer experiences to drive satisfaction and exceed sales goals.

30+ days ago

$19.34–$29.51 / hour

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.

30+ days ago

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Financial Representative Jobs in Buffalo, NY

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Financial Consultant TIAA

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Financial Center Manager Northwest Savings Bank

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Field Support Representative Diagnostic Imaging, Syracuse, Buffalo Idexx Laboratories Inc

Sales Representative Entry Level Northwestern Mutual - Buffalo District

Outside Sales Representative Global Payments Inc

Member Service Representative (Buffalo Region) State Employees Federal Credit Union

Contact Center Representative- Level 1 Apple Bank

Customer Service Representative Professional Plastics Inc

Contact Representative (Benefits Coordinator) US Department of Health and Human Services

Contact Representative (PRC) US Department of Health and Human Services

Consultative Sales Representative - Cloud & IT Solutions CADimensions, Inc.

Customer Service Representative - State Farm Agent Team Member Mike Messuro - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member Mike Messuro - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member Brian Christman - State Farm Agent

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Buyer Representative (9:30 AM- 6:00 PM EST) ACV Auctions Inc

Contact Center Senior Service Representative (Safe Act) M&T Bank Corp

Sales Representative Regional Truck & Trailer

Fire and Safety Representative Trainee 1/2 (NY HELPS) New York State Thruway Authority

Outside Rental Sales Representative FIVE STAR EQUIPMENT, INC.

Claims Representative Installs LLC

Inside Sales Representative PLATFORM FUNDING LLC

Account Representative Firstsource Solutions Ltd

Digital Account Representative Firstsource Solutions Ltd

Outside Sales Representative - Buffalo, NY Fiserv Inc

Member Service Representative (Buffalo Region) Broadview Federal Credit Union

Patient Service Representative l OAK ORCHARD COMMUNITY HEALTH CENTER, INC.

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