Branch Manager
Hudson Valley Credit Union · Narrowsburg, NY · 2 wk ago
Business DevelopmentFull-time
Job Summary
The role is responsible for managing client relationships and providing financial advice.
Responsibilities
- Develop and maintain strong relationships with clients
- Provide personalized financial planning and investment advice
- Conduct client meetings to discuss financial goals and needs
- Stay updated on industry trends and regulatory changes
Requirements
- Bachelor's degree in finance, economics, or related field
- Minimum 3 years of relevant work experience in financial services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Qualifications
- Series 7 and Series 66 licenses preferred
- Experience with financial software tools
Skills
- Financial analysis
- Investment management
- Client relationship management
Benefits
- Competitive salary
- Paid time off
- Health insurance
- Professional development opportunities
Pay
$50,000 - $60,000 annually
Schedule
Full-time, Monday through Friday, 9 AM - 5 PM