Region Relationship Advisor
Hudson Valley Credit Union · Colonie, NY · 2 wk ago
OTHRFull-time
Job Summary
The role is responsible for managing customer relationships, providing financial advice, and ensuring compliance with regulatory standards.
Responsibilities
- Manage client accounts and provide ongoing financial guidance
- Conduct financial assessments and develop personalized investment plans
- Monitor and report on client account performance
- Ensure compliance with all relevant financial regulations
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
- Passion for helping clients achieve their financial goals
- Ability to work independently and manage multiple tasks
- Excellent interpersonal and problem-solving skills
Skills
- Proficiency in Microsoft Office Suite
- Experience with financial software tools
- Strong written and verbal communication skills
Benefits
- Competitive salary and benefits package
- Flexible work schedule
- Professional development opportunities
Pay
- $50,000 - $60,000 annually
Schedule
- Full-time position
- Monday through Friday, 9 AM - 5 PM