Region Relationship Advisor
Hudson Valley Credit Union · Liberty, NY · 2 wk ago
OTHRFull-time
About the role
The ideal candidate will have a strong background in financial services and a passion for helping customers achieve their financial goals.
Responsibilities
- Develop and maintain positive relationships with clients to ensure customer satisfaction.
- Provide expert advice on financial products and services.
- Conduct thorough financial assessments to tailor solutions that meet client needs.
- Manage client portfolios and provide regular updates on performance.
Requirements
- Bachelor's degree in finance, economics, or a related field.
- Minimum 5 years of relevant experience in financial services.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Office Suite.
Qualifications
- Knowledge of various financial products and services.
- Ability to work independently and manage multiple tasks simultaneously.
- Excellent problem-solving and analytical skills.
Skills
- Strong organizational and time management skills.
- Effective written and verbal communication skills.
- Ability to handle sensitive and confidential information.
Benefits
- Comprehensive health insurance coverage.
- Flexible work schedule options.
- Professional development opportunities.
Pay
$60,000 - $70,000 annually.
Schedule
Full-time position with flexible hours.