Float Relationship Advisor
Hudson Valley Credit Union · Poughkeepsie, NY · 1 wk ago
OTHRFull-time
About the role
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage customer accounts and provide financial guidance
- Conduct client meetings to discuss financial goals and solutions
- Develop and maintain strong relationships with clients
Requirements
- Bachelor's degree in finance or related field
- Minimum 3 years of relevant experience in financial services
- Strong communication and interpersonal skills
Qualifications
- Proficiency in financial analysis tools
- Knowledge of industry regulations and compliance standards
Skills
- Excellent problem-solving abilities
- Ability to work independently and manage multiple tasks
- Strong analytical skills
Benefits
- Competitive salary package
- Flexible working hours
- Professional development opportunities
Pay
Salary range: $50,000 - $75,000 annually
Schedule
Full-time position with flexible working hours