Top 60 Financial services Jobs in Hyde Park, Ny

Licensed Relationship Manager
Hudson Valley Credit Union —Kingston, NY
- $25.86 - $31.33 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Loan repayment program
Licensed Relationship Manager
Hudson Valley Credit Union —Pleasant Valley, NY
- $25.86 - $31.33 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Loan repayment program
Sales Representative
Northwestern Mutual —Poughkeepsie, NY
- $62,000 - $137,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- Health insurance
Quick Apply
Personal Banker - Red Hook, NY
ULSTER SAVINGS BANK —Red Hook, NY
- $18.50 an hour
- Full-time
- Background check
- Office
- Communication skills
- Paid holidays
- Health insurance
Registered Representative Financial Services - Kingston, NY
ULSTER FINANCIAL GROUP INC —Kingston, NY
- $31,200 - $100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Computer literacy
- Paid holidays
- Health insurance
Financial Advisor
Bankers Life —Fishkill, NY
- From $50,000 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
Quick Apply
Financial Services Professional - Hybrid Remote (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional
New York Life - Hudson Valley —Fishkill, NY
- $60,000 - $150,000 a year
- Mid-level
- Life insurance
Quick Apply
Universal Banker
Sawyer Savings Bank —Highland, NY
- $20.74 - $27.21 an hour
- Part-time
- High school diploma or GED
- Computer skills
- Entry level
Quick Apply
Citizens Banker
Citizens Financial Group —Newburgh, NY
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Full-Time Community Banker
RONDOUT SAVINGS BANK —Kingston, NY
- $17 - $22 an hour
- Full-time
- Office
- Ability to climb stairs
- High school diploma or GED
- Opportunities for advancement
Entry-Level Financial Services Professional Career
New York Life - Robert Rice —Fishkill, NY
- $100,000 a year
- US work authorization
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Part-Time Community Banker I
RONDOUT SAVINGS BANK —Kingston, NY
- $17 - $22 an hour
- Part-time
- Office
- Ability to climb stairs
- High school diploma or GED
- Opportunities for advancement
Part Time (30 Hours) Associate Banker, Kingston Plaza Branch, Kingston, NY
JPMorganChase —Kingston, NY
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Senior Relationship Banker
M&T Bank —Rhinebeck, NY
- $24.87 - $41.45 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Financial Consultant
NBT Bank —Newburgh, NY
- $52,000 - $210,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
Fast Track Insurance Partner
New York Life - Robert Rice —Fishkill, NY
- $150,000 a year
- Full-time
- Mid-level
- Office
- Recruiting
- Disability insurance
- Health insurance
Quick Apply
Personal Banker - Kingston, NY
ULSTER SAVINGS BANK —Kingston, NY
- $18.50 an hour
- Full-time
- Background check
- Office
- Communication skills
- Paid holidays
- Health insurance
3d
Main Banker
Resorts World Hudson Valley —Newburgh, NY
- $22.14 an hour
- 18 years or older
- Customer service
- Basic math
Quick Apply
9d

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Licensed Relationship Manager

Hudson Valley Credit Union -
Kingston, NY

Apply Now

Job Details

Full-time
$25.86 - $31.33 an hour

Benefits

Paid holidays
Loan repayment program
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching
Volunteer time off

Qualifications

Series 66
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Overview:

Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.

Responsibilities:

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications:

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Registration with the National Mortgage Licensing System and Registry (NMLS) required
Series 7 and 66 Certification or ability to pass within 120 days of employment
Must be able to pass the FINRA background screening process.

Click here to view full job description

Why Choose HVCU?:

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Employee Perks:

Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees

Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

Salary Range: G17.5 $25.86 - $31.33 Hourly

Apply Now

Refine Your Search

financial services jobs in hyde park, ny

Licensed Relationship Manager

Licensed Relationship Manager

Sales Representative

Personal Banker - Red Hook, NY

Registered Representative Financial Services - Kingston, NY

Financial Advisor

Financial Services Professional - Hybrid Remote (NY)

Wealth Management Trainee (NY)

Financial Services Professional

Universal Banker

Citizens Banker

Full-Time Community Banker

Entry-Level Financial Services Professional Career

Part-Time Community Banker I

Part Time (30 Hours) Associate Banker, Kingston Plaza Branch, Kingston, NY

Senior Relationship Banker

Financial Consultant

Fast Track Insurance Partner

Personal Banker - Kingston, NY

Main Banker

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