Jobs · Finance · New York

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]

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