Region Relationship Advisor
Hudson Valley Credit Union · Niskayuna, NY · 2 wk ago
OTHRFull-time
About the role
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage customer accounts and provide financial guidance
- Conduct client meetings to discuss financial goals and solutions
- Develop and maintain strong relationships with clients
Requirements
- Bachelor's degree in finance or related field
- Minimum 2 years of relevant experience in financial services
- Strong interpersonal and communication skills
Qualifications
- Proficiency in Microsoft Office Suite
- Experience with financial planning software
Skills
- Financial analysis
- Client relationship management
- Problem-solving
Benefits
- Competitive salary
- Paid time off
- Health insurance
Pay
Salary range: $50,000 - $70,000 annually
Schedule
Full-time position, Monday through Friday, 9 AM - 5 PM