Jobs · Finance · New York

Relationship Banker

Ballston Spa National Bank · Coxsackie, NY · 2 wk ago
On-siteFinanceFull-time

About the role

As a Relationship Banker, you will be responsible for developing and maintaining strong relationships with clients to provide financial advice and solutions.

Responsibilities

  • Identify and pursue new business opportunities through client outreach and networking
  • Provide comprehensive financial planning and investment advice tailored to each client’s needs
  • Manage and grow existing client relationships to ensure customer satisfaction and retention
  • Conduct thorough financial assessments and develop customized financial plans
  • Stay updated on industry trends and regulatory changes to provide informed advice

Requirements

  • Bachelor’s degree in finance, economics, or a related field
  • Minimum 3 years of relevant experience in banking or financial services
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work independently and manage multiple tasks simultaneously

Qualifications

  • Proven track record of successful client acquisition and retention
  • Experience in wealth management or financial advisory services
  • Knowledge of financial products and services
  • Passion for helping clients achieve their financial goals

Skills

  • Strong negotiation and sales skills
  • Proficiency in Microsoft Office Suite
  • Ability to work under pressure and meet deadlines
  • Excellent written and verbal communication skills

Benefits

  • Competitive salary and benefits package
  • Flexible working hours
  • Professional development opportunities
  • Employee recognition programs

Pay

Salary range: $50,000 - $70,000 annually

Schedule

Full-time position with flexible working hours

Note: The above details are subject to change and may vary based on individual performance and company policy.

Similar jobs

Relationship Banker

Bank of AmericaSanta Cruz, CA· 1 wk ago
Financeapply on careers.bankofamerica.com

Relationship Banker

F.N.B. CorporationWashington, NC· 2 wk ago
Financeapply on fnbcorp.wd501.myworkdayjobs.com

Relationship Banker

F.N.B. CorporationHuntingdon, PA· 2 wk ago
Financeapply on fnbcorp.wd501.myworkdayjobs.com

Relationship Banker

First Horizon BankSanford, NC· 3 wk ago
Financeapply on recruiting.ultipro.com

Relationship Banker

First Horizon BankLenoir, NC· 3 wk ago
Financeapply on recruiting.ultipro.com