Financial Registered Representative - Full Time
We are looking for an experienced individual to sell and service mutual funds, fee-based annuities, and life insurance in our Financial Services Department in Dutchess County. The desired candidate must have Series 6 or 7 license, Series 63 or 66 license, and NYS Life Insurance license. Minimum of two years experience. Existing book of business is a plus.
We are currently seeking professional, highly-motivated, service-oriented individuals to fill Part-Time, Full-Time, and Float Teller positions. Tellers are responsible for performing routine branch and customer service duties; accepting retail and commercial checking and savings deposits; processing loan payments; cashing checks and making savings withdrawals; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.
Candidates must possess excellent verbal and written communications skills, excellent math and organizational skills; the ability to listen, understand, and respond to requests; and the ability to travel throughout Ulster, Dutchess, and Orange counties. Float tellers are assigned to branches as needed and require flexible schedules including possible Saturday hours.
Hours vary for the Part-Time and Float Teller positions and will include Saturday hours of 8:45 am to 2:15 pm.
Personal and Small Business Insurance – CSR/Account Management
This position is responsible for the retention of designated accounts by delivering prompt, accurate, and high-quality customer service. In our fast-paced environment there will also be plenty of opportunities to sell additional coverage to your existing customers as well as to write new business.
Candidates should have a comprehensive understanding of personal and small business insurance products and coverage and have the ability to promptly provide accurate answers to customer and carrier inquiries. In addition, they must have the ability to work independently and express excellent judgment in identifying and resolving coverage issues and must adhere to agency procedures for selling, servicing, and processing.
Excellent communication skills - both verbal and written - are required, as well as computer skills with the ability to produce reports and perform analysis. Applicants need to be proficient in Microsoft Office products. In addition, minimal requirements include at least three years of personal and small business insurance experience; excellent customer service skills; experience with Agency Management System (Applied EPIC preferred); a valid NYS driver’s license; ability to travel to and work out of additional locations upon request; and a valid NYS P&C license.
Customer Service Specialist
We are looking for someone who will provide excellent customer service by assisting and resolving customer problems via telephone, email, and customer support through on-line applications. The candidate we seek must possess excellent oral, written, and analytical skills. In addition, strong interpersonal/customer service skills are required as well as strong overall technical and problem solving abilities. Must be able to work flexible hours. Bi-lingual and past call center experience a plus.
Residential Mortgage Specialist
Ulster Savings is currently seeking highly motivated Residential Mortgage Loan Specialists/Originators in Orange and Dutchess counties. Join our exciting and growing sales team. You will be working within our communities to help borrowers through the mortgage process. Mortgage sales experience is required along with current valid NMLS registration and valid NYS driver’s license. Bilingual is preferred.
We offer our employees excellent benefits to meet personal needs including Student Loan Repayment Assistance, Child Care Reimbursement, Dental, Vision and 401K Match.