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Personal Financial AssociateN

B77a411e Bd26 41ee 9b6b 8e9859de3251 9200025808828 2 · Rochester, NY, US, Rochester, NY · Active · $18–$23 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyB77a411e Bd26 41ee 9b6b 8e9859de3251 9200025808828 2
TitlePersonal Financial AssociateN
Normalized title-
Department / team-
LocationRochester, NY, United States
Work model-
Employment typeFull Time
Salary$18–$23 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-02 / 2026-06-03
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from B77a411e Bd26 41ee 9b6b 8e9859de3251 9200025808828 2.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Rochester.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyB77a411e Bd26 41ee 9b6b 8e9859de3251 9200025808828 2
Source46d6e60a-77c3-4bbb-b33a-19480e3da807
ATS providerADP Workforce Now Recruiting

Description

SUMMARY: Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner. MINIMUM QUALIFICATIONS: Knowledge, Skills, and Abilities: Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs. Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs. Strong communication skills (written and orally) Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence. Effective interpersonal skills. Strong cash handling/customer/member service skills. Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits. Ability to listen, observe and interpret people and situations. Ability to analyze and solve problems. Ability to interact with staff, members and others encountered in the course of work. Ability to learn and apply new information or skills. Ability to perform highly detailed work on multiple, concurrent tasks. Ability to use math and apply mathematical reasoning and abstract statistical concepts. Education, Training and Experience: Potential candidates for this position must meet the following requirements: A minimum of 1 year of retail sales and service experience. Successful completion of Kinecta Internal certification programs (Level I and Level II). One year of relevant professional-level work experience may be substituted for one year of required education. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Full job record

Job ID175c113c4e7c7e565fdc20d761e4db22ae7faa6e
Org ID1b488c0c-5c68-48cd-ac1f-371b8ff1d2cf
Source ID46d6e60a-77c3-4bbb-b33a-19480e3da807
Board ID46d6e60a-77c3-4bbb-b33a-19480e3da807
Provideradp_workforcenow
Provider Job Key1000189
TitlePersonal Financial AssociateN
Normalized Title—
Statusactive
Activeyes
Location TextRochester, NY, US, Rochester, NY
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNY
CityRochester
Salary Raw18.00 To 23.00 (USD) Annually
Salary Min18
Salary Max23
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=b77a411e-bd26-41ee-9b6b-8e9859de3251&ccId=9200025808828_2&lang=en_US&type=JS&jobId=1000189&jwId=9206643012116_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=b77a411e-bd26-41ee-9b6b-8e9859de3251&ccId=9200025808828_2&lang=en_US&type=JS&jobId=1000189&jwId=9206643012116_1
First Seen At2026-06-03 09:17:18Z
Last Seen At2026-06-06 12:55:34Z
Last Checked At2026-06-06 12:55:34Z
Last Changed At2026-06-06 12:55:34Z
Inactive At—
Source Posted At2026-06-02 23:59:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=b77a411e-bd26-41ee-9b6b-8e9859de3251|9200025808828_2/date=2026-06-06/2026-06-06T12-55-33-817Z-2080d0d7d0d3a33d56971e872a4b9a3abd9b313d0723def5713279f614f60023.json
Event Fields
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  "last_changed_at": "2026-06-06T12:55:34.563Z",
  "active_status": "active"
}
Parsed Structured
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  "remote_policy": null,
  "salary_period": "year",
  "workplace_type": null,
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}
Extensions
{}
Native Structured
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    "requisitionDescription": "<p style='margin-top:0in;margin-right:70.85pt;margin-bottom:0in;margin-left:.5pt;text-align:left;text-indent:-.5pt;line-height:170%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;' data-pasted=\"true\"><strong>SUMMARY:</strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:-.25pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'>Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.</p><p style='margin-top:0in;margin-right:0in;margin-bottom:9.15pt;margin-left:0in;text-align:left;text-indent:0in;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><strong><u>MINIMUM QUALIFICATIONS:</u></strong></p><p style='margin-top:0in;margin-right:70.85pt;margin-bottom:9.15pt;margin-left:-.25pt;text-align:left;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><strong>Knowledge, Skills, and Abilities:</strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><ul style=\"margin-bottom:0in;margin-left: 5.25px;\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Strong communication skills (written and orally)</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Effective interpersonal skills.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Strong cash handling/customer/member service skills.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to analyze members&rsquo; financial needs and provide related information and/or data to demonstrate product and service benefits.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to listen, observe and interpret people and situations.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to analyze and solve problems.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to interact with staff, members and others encountered in the course of work.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to learn and apply new information or skills.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to perform highly detailed work on multiple, concurrent tasks.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Ability to use math and apply mathematical reasoning and abstract statistical concepts.</li></ul></div><p style='margin-top:0in;margin-right:70.85pt;margin-bottom:9.15pt;margin-left:-.25pt;text-align:left;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><strong>Education, Training and Experience:&nbsp;</strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:-.25pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'>Potential candidates for this position must meet the following requirements:</p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><ul style=\"margin-bottom:0in;margin-left: 5.25px;\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">A minimum of 1 year of retail sales and service experience.</li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:.5pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family: initial;color:black;\">Successful completion of Kinecta Internal certification programs (Level I and Level II).</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:-.25pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'>One year of relevant professional-level work experience may be substituted for one year of required education.</p><p style='margin-top:0in;margin-right:70.85pt;margin-bottom:9.15pt;margin-left:-.25pt;text-align:left;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'><strong>Disclaimer:&nbsp;</strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.5pt;margin-left:-.25pt;text-align:justify;text-indent:-.5pt;line-height:112%;font-size:16px;font-family:\"Calibri\",sans-serif;color:black;'>The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.</p>\n",
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