Region Relationship Advisor
Hudson Valley Credit Union · Latham, NY · 2 wk ago
OTHRFull-time
About the role
As a key member of our team, you will be responsible for managing customer relationships, providing financial advice, and ensuring compliance with regulatory standards.
Responsibilities
- Manage customer accounts and provide ongoing support
- Offer financial planning and investment advice
- Ensure compliance with all relevant regulations
- Handle customer inquiries and complaints
Requirements
- Bachelor's degree in finance, economics, or related field
- Minimum 3 years of experience in financial services
- Strong analytical and communication skills
- Knowledge of financial products and services
Qualifications
- Excellent interpersonal and problem-solving skills
- Ability to work independently and manage multiple tasks
- Proficiency in Microsoft Office Suite
Skills
- Financial analysis
- Customer service
- Regulatory compliance
Benefits
- Competitive salary package
- Paid time off
- Health insurance
- Professional development opportunities
Pay
$50,000 - $60,000 annually
Schedule
Full-time position, Monday through Friday, 9:00 AM - 5:00 PM