Job Opening

Financial Quest, a division of Seneca Savings is looking for a strong, licensed sales professional who is interested in working in a community banking environment. As a motivated team player with a track record of sales success, you will manage and grow a book of business providing a needs-based approach to selling financial solutions to our clients.

Primary Responsibilities: Actively propose needs-based financial solutions to new and existing bank clients as well as developing your own book of business through ongoing account reviews and re-evaluation of client’s needs. Work with banking partners to provide complete financial planning solutions for all of our client’s needs. Coordinate promotions, communications and training of investment products with assigned branches.

Minimum Qualifications Required: 3 years of Financial Services sales experience, series 7 and 63 and New York State Life and Health Insurance Licensed. Must be willing To obtain series 65 within one year of beginning the position. Excellent verbal and written communication skills. Strong presentation skills with the ability to phrase complex matters in easy-to-understand language.

Ideal Qualifications Preferred: Series 7, 63, 65 and New York State Life and Health Licensed. Excellent knowledge of bank products. Current experience in a similar role with a financial institution. Current experience in our geographic location.

Resumes may be submitted to:
Gregory P. Boshart, Program Manger
Financial Quest
PO Box 210
Baldwinsville, NY 13027

Email: gregory.boshart@ceterais.com
Fax: 315-638-9871

Adobe_PDF_file_icon_24x24Employment Application

Adobe_PDF_file_icon_24x24Credit Reference Notification & Authorization

Lost/Stolen ATM Card

If your ATM/Debit card is lost or stolen, contact us immediately at (315) 638-0233.

Mortgage Loan RatesIcon for: Mortgage Rates

30 yr. Conventional Fixed
Rate
3.875%
APR
3.875% No PMI
Points
No
30 yr. Conventional Fixed
Rate
3.625%
APR
3.625% With PMI
Points
No
20 yr. Conventional Fixed
Rate
3.500%
APR
3.500% No PMI
Points
No
20 yr. Conventional Fixed
Rate
3.250%
APR
3.250% With PMI
Points
No
15 yr. Conventional Fixed
Rate
3.250%
APR
3.250% No PMI
Points
No
15 yr. Conventional Fixed
Rate
3.000%
APR
3.000% With PMI
Points
No
10 yr. Conventional Fixed
Rate
2.875%
APR
2.875%
Points
No
8 yr. Conventional Fixed
Rate
2.875%
APR
2.875%
Points
No
6 yr. Conventional Fixed
Rate
2.875%
APR
2.875%
Points
No
Learn More

WeatherIcon For: Weather

Today
Icon For: Clouds
57o
57o
Sun
Icon For: Rain
68o
57o
Mon
Icon For: Rain
64o
55o
Tue
Icon For: Rain
67o
53o
Wed
Icon For: Clear
66o
52o

Baldwinsville, NY: 57o

Change City   Data by OpenWeatherMap

Change City

Cancel
×