Relationship Advisor Bilingual
Hudson Valley Credit Union · Middletown, NY · 3 mo ago
OTHRFull-time
Job Summary
The position 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 risk assessments and implement mitigation strategies
- Collaborate with cross-functional teams to develop and execute business plans
- Stay updated on industry trends and regulatory changes
Requirements
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years of relevant experience in financial services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Qualifications
- Series 7 and Series 66 licenses preferred
- Experience with financial planning software
Skills
- Proficient in Microsoft Office Suite
- Ability to work independently and manage multiple tasks
- Strong attention to detail
Benefits
- Comprehensive health insurance
- Flexible work schedule
- Professional development opportunities
Pay
- $50,000 - $60,000 annually
Schedule
- Full-time, Monday through Friday