Financial Services Representative Jobs in New York
Financial services representative jobs in New York concentrate in banking, insurance, wealth management, and brokerage services, with the state ranking among the most active markets in the country for this role at every experience level. The heaviest hiring is in New York City, Buffalo, and Albany, where institutions like JPMorgan Chase, MetLife, and New York Life maintain large, established presences. The most in-demand specializations include retirement planning, life and annuity products, and commercial banking services. Find a role that fits below and apply directly.
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Showing 5 of 20+ Financial Services Representative jobs
Join Our Team
For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.
Summary:
The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs.
Education and/or Experience:
- High School degree or GED required; Bachelor’s in Business in lieu of experience will be considered
- Minimum one year branch experience required
- Minimum two years of general work experience, customer service, call center or sales experience required
- Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required
- Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred
Job Responsibilities:
-
Works closely with new and existing members to understand their financial needs and deepen relationships
-
Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines
-
Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs
-
Educate members to bank more efficiently using the web, mobile, and ATM
-
Participate in offsite membership development activities such as events and visits to businesses to promote membership
-
Uncover members’ financial goals and introduce members to internal business specialists to help meet their financial goals
-
Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
-
May handle escalated member issues
- Perform other duties as needed upon request by immediate supervisor
Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
-
This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
-
Paid time off for vacation, personal days, and holidays
-
401(k) company contribution
-
Teachers pays 100% of Dental & Vision premium
-
Tuition reimbursement is offered to full-time employees
- Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teacher
The good faith range for this position is $24.00 to $27.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.
To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers
Click here to view: California Privacy Notice
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Join Our Team
For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.
Summary:
The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs.
Education and/or Experience:
- High School degree or GED required; Bachelor’s in Business in lieu of experience will be considered
- Minimum one year branch experience required
- Minimum two years of general work experience, customer service, call center or sales experience required
- Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required
- Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred
Job Responsibilities:
-
Works closely with new and existing members to understand their financial needs and deepen relationships
-
Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines
-
Provides recommendations and assists members with a wide array of financial solutions to satisfy their spending, saving, borrowing, and investing needs
-
Educate members to bank more efficiently using the web, mobile, and ATM
-
Participate in offsite membership development activities such as events and visits to businesses to promote membership
-
Uncover members’ financial goals and introduce members to internal business specialists to help meet their financial goals
-
Leverage phone and e-mail to perform regular member outreach, including outbound sales, follow-ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
-
May handle escalated member issues
- Perform other duties as needed upon request by immediate supervisor
Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
-
This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
-
Paid time off for vacation, personal days, and holidays
-
401(k) company contribution
-
Teachers pays 100% of Dental & Vision premium
-
Tuition reimbursement is offered to full-time employees
- Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teacher
The good faith range for this position is $24.00 to $27.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.
To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers
Click here to view: California Privacy Notice
#LI-JM1
See All 20 Financial Services Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Services Representative Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Teachers Federal Credit Union13
- State Farm3
- Northwell Health2
- Suffolk Credit Union1
- Empower Federal Credit Union1
What New York Employers Look For
The qualifications that appear most often in financial services representative jobs across New York.
- Active FINRA Series 6 or Series 7 registration required for most New York positions
- New York State insurance license required for roles involving life or health products
- Bachelor's degree in finance, business, or a related field strongly preferred
- One to three years of client-facing financial services or sales experience expected
- Proficiency with CRM platforms and financial planning software commonly required
- Strong knowledge of compliance requirements under New York State Department of Financial Services guidelines
Financial Services Representative Jobs in New York: Frequently Asked Questions
How do you become a financial services representative in New York?
Most New York financial services representative roles require a combination of education, licensing, and registration. A bachelor's degree in finance, economics, or business is the typical starting point. From there, candidates obtain FINRA registrations such as the Series 6 or Series 7, sponsored by a member firm. Roles involving insurance products require a New York State insurance license issued through the Department of Financial Services. Many employers provide exam sponsorship once you are hired.
Which companies hire financial services representatives in New York?
New York financial services representative roles are posted by Teachers Federal Credit Union, State Farm, and Northwell Health and others right now, based on current listings on Migrate Mate as of September 2026. New York's density of major banks, insurance carriers, and independent broker-dealers means hiring is consistently active across the state, with the largest volumes concentrated in and around New York City.
Which New York cities have the most financial services representative jobs?
Melville, Bay Shore, and Commack have the most financial services representative openings in New York. New York City dominates because it is home to the headquarters and regional offices of the country's largest banks, insurers, and brokerage firms, while Buffalo and Albany generate steady openings through regional banks, credit unions, and state government-affiliated financial institutions serving upstate communities.
How can I get hired as a financial services representative in New York with little or no experience?
The most realistic entry path is applying to associate or sales development programs at large New York-based firms such as New York Life, MetLife, or regional banks like M&T Bank and Investors Bank, which run structured new-hire training programs for candidates without prior experience. Lateral entry from customer service, bank teller, or insurance claims roles is common and well-regarded. Obtaining a New York State insurance license before applying gives candidates a concrete edge over other entry-level applicants.
Where can I find and apply to financial services representative jobs in New York?
You can find and apply to financial services representative jobs in New York on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your background and location, and apply directly.
See All 20 Financial Services Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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