Relationship Banker
Ballston Spa National Bank · Greenville, 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 personalized financial advice and solutions.
Responsibilities
- Identify and pursue new business opportunities through networking and outreach efforts.
- Conduct thorough client assessments to understand their financial needs and goals.
- Develop and implement customized financial plans and products to meet client requirements.
- Provide ongoing support and guidance to clients to ensure satisfaction and retention.
- Stay updated with industry trends and regulatory changes to provide relevant advice.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum 3 years of experience in banking or financial services.
- Strong interpersonal and communication skills.
- Ability to work independently and manage multiple tasks simultaneously.
- Proficiency in Microsoft Office Suite.
Qualifications
- Passion for helping clients achieve their financial goals.
- Excellent problem-solving and analytical skills.
- Ability to build trust and rapport with clients.
- Experience with financial planning software is a plus.
Skills
- Strong organizational and time management skills.
- Effective written and verbal communication skills.
- Ability to work under pressure and meet deadlines.
- Knowledge of financial products and services.
Benefits
- Comprehensive health insurance coverage.
- Flexible work schedule.
- Professional development opportunities.
- Employee discounts on financial products.
Pay
The salary range for this position is $50,000 - $70,000 annually, commensurate with experience.
Schedule
Full-time position with flexible hours to accommodate client needs.
Contact
To apply, please fill out the form below or email your resume to [email protected]