Region Relationship Advisor
Hudson Valley Credit Union · Middletown, NY · 2 wk ago
OTHRFull-time
Job Summary
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage client accounts and provide ongoing financial guidance
- Conduct financial assessments and develop personalized investment plans
- Attend to customer inquiries and complaints
- Stay updated on industry trends and regulatory changes
Requirements
- Bachelor's degree in Finance, Economics, or related field
- 2+ years of relevant experience in financial services
- Strong communication and interpersonal skills
- Proficiency in Microsoft Office Suite
Qualifications
- Excellent problem-solving and analytical skills
- Ability to work independently and manage multiple tasks
- Passion for helping clients achieve their financial goals
Skills
- Knowledge of financial products and services
- Experience with financial planning software
- Strong organizational and time management skills
Benefits
- Competitive salary package
- Health insurance coverage
- Paid time off
- Professional development opportunities
Pay
- $50,000 - $60,000 annually
Schedule
- Full-time position
- Monday through Friday, 9:00 AM - 5:00 PM