Region Relationship Advisor
Hudson Valley Credit Union · Malta, NY · 2 wk ago
OTHRFull-time
Job Summary
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage customer accounts and provide ongoing support
- Conduct financial analysis and provide recommendations
- Attend to customer inquiries and complaints
- Develop and maintain positive client relationships
Requirements
- Bachelor's degree in Finance or related field
- 2+ years of relevant experience in financial services
- Strong communication and interpersonal skills
Qualifications
- Proficiency in Microsoft Office Suite
- Knowledge of financial products and services
Skills
- Customer service orientation
- Financial analysis and reporting
- Problem-solving abilities
Benefits
- Competitive salary
- Paid time off
- Health insurance options
Pay
- $50,000 - $60,000 annually
Schedule
- Full-time position
- Monday through Friday, 9 AM - 5 PM