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.