Teller I

Job Summary

The role is responsible for managing customer relationships and providing financial advice.

Responsibilities

• Develop and maintain strong relationships with clients to ensure customer satisfaction.
• Provide personalized financial advice to clients based on their needs and goals.
• Conduct regular client meetings to review financial plans and adjust strategies as necessary.
• Stay updated on industry trends and regulatory changes to provide relevant advice.

Requirements

• Bachelor's degree in finance, economics, or a related field.
• At least 3 years of experience in financial services or a related field.
• Proven ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Qualifications

• Knowledge of financial products and services.
• Experience with financial planning software.
• Ability to work independently and manage multiple tasks simultaneously.

Skills

• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to handle confidential information with discretion.

Benefits

• Comprehensive health insurance coverage.
• Retirement savings plan with employer match.
• Flexible work schedule.
• Professional development opportunities.

Pay

$50,000 - $60,000 annually.

Schedule

Full-time position with flexible hours.

Company Information

Hudson Valley Credit Union is an equal opportunity employer committed to diversity and inclusion.