Licensed Relationship Manager
Hudson Valley Credit Union · Pleasant Valley, NY · 3 wk ago
Business DevelopmentFull-time
Job Summary
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Develop and maintain strong relationships with clients to ensure customer satisfaction.
- Provide personalized financial planning advice to clients.
- Conduct regular client meetings to review financial progress and adjust plans as necessary.
- Stay updated on industry trends and regulatory changes to provide relevant advice.
Requirements
- Bachelor's degree in Finance, Economics, or related field.
- Minimum 3 years of experience in financial services or related field.
- Strong communication and interpersonal skills.
- Ability to work independently and manage multiple tasks.
Qualifications
- Knowledge of financial products and services.
- Experience with financial planning software.
- Proficiency in Microsoft Office Suite.
Skills
- Excellent verbal and written communication skills.
- Ability to build trust and rapport with clients.
- Strong analytical and problem-solving skills.
- Attention to detail.
Benefits
- Comprehensive health insurance coverage.
- 401(k) plan with company match.
- Flexible work schedule.
- Professional development opportunities.
Pay
- $60,000 - $70,000 annually.
Schedule
- Full-time position.
- Monday through Friday, 9:00 AM - 5:00 PM.