Top 18 relationship banker Jobs in wallkill ny

Financial Advisor
Bankers Life —Fishkill, NY
- From $50,000 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Retail Banker
PenFed Credit Union —West Point, NY
- $21 - $23 an hour
- Extended hours
- Spanish
- Office
- Finance
- Paid parental leave
- Disability insurance
Personal Banker
KeyBank National Association —Kerhonkson, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
19h
Relationship Banker
M&T Bank —Goshen, NY
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
4d
Personal Banker - R-37196
KeyBank —New Windsor, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Quick Apply
Personal Banker - R-37582
KeyBank —Fishkill, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Quick Apply
Financial Wellness Associate
KeyBank National Association —Fishkill, NY
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
19h
Personal Banker - R-37043
KeyBank —Poughkeepsie, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Quick Apply
Licensed Private Client Banker
KeyBank National Association —Stone Ridge, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
1d
Lead Teller
KeyBank National Association —Stone Ridge, NY
- $18.75 - $25.00 an hour
- 8 hour shift
- Mid-level
- Office
- Windows
4d
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
9h
Wealth Advisor - Fishkill, NY
Citizens Financial Group —Fishkill, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Virtual Wealth Advisor - Fishkill, NY
Citizens Financial Group —Fishkill, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

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Student Services Specialist I
Ulster BOCES —New Paltz, NY
Special Requirement: Possession of a valid New York State driver’s license appropriate to the vehicles operated or otherwise demonstrate their ability to meet…
$51,879 - $59,289 a year
3d
Helpdesk/Systems Administrator - Kingston, NY
ULSTER SAVINGS BANK —Kingston, NY
Thorough technical knowledge of PC, server hardware and software installation, operation, updating, and support. Monday through Friday - 8:00am to 5:00pm.
$32 - $37 an hour

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Personal Banker - Reynoldsburg
WesBanco Bank, Inc. —Reynoldsburg, OH
The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of…
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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relationship banker jobs near wallkill ny

Financial Advisor

Bankers Life -
Fishkill, NY

Quick Apply

Job Details

Full-time
From $50,000 a year

Qualifications

Investment management advisory services
Customer service
Financial analysis
Analysis skills
Financial concepts
Financial goal setting advisory services
Insurance planning
Managing financial advisory teams
Retirement planning advisory services
Financial education

Full Job Description

Job Summary
We are seeking a knowledgeable and dedicated Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them navigate complex financial landscapes and achieve their financial goals. You will leverage your expertise in areas such as estate planning, investment management, and wealth management to develop tailored financial strategies that meet the unique needs of each client. Your ability to build strong customer relationships and deliver exceptional service will be key to your success in this position.

Responsibilities

Develop comprehensive financial plans for clients, incorporating elements of estate planning, tax experience, and investment management.
Conduct thorough financial analysis to assess clients' current financial situations and identify opportunities for improvement.
Provide guidance on wills, trusts, and estate law to ensure clients' assets are managed according to their wishes.
Utilize knowledge of securities law and financial concepts to advise clients on investment opportunities and risks.
Manage client portfolios with a focus on cash management and asset allocation strategies.
Maintain strong relationships with clients through effective customer relationship management practices.
Stay informed about industry trends and changes in regulations that may impact clients’ financial strategies.
Collaborate with other professionals in financial services, including accountants and tax advisors, to provide holistic advice.

Experience

Proven experience in financial sales or a related field is preferred.
Strong understanding of financial planning principles, including wealth management and portfolio management.
Familiarity with accounting practices, both corporate and public accounting, is advantageous.
Proficiency in financial software tools that assist in analysis and reporting.
Excellent mathematical skills for accurate data interpretation and analysis.
Demonstrated ability to conduct research on market trends and investment opportunities.
Strong sales skills with a focus on building long-term client relationships. Join us as we empower our clients to make informed decisions about their financial futures. Your expertise will play a vital role in helping individuals achieve their goals through strategic financial planning.

Job Type: Full-time

Pay: From $50,000.00 per year

Work Location: In person

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Refine Your Search

relationship banker jobs in wallkill ny

Financial Advisor

Wealth Management Trainee (NY)

Retail Banker

Personal Banker

Relationship Banker

Personal Banker - R-37196

Personal Banker - R-37582

Financial Wellness Associate

Personal Banker - R-37043

Licensed Private Client Banker

Lead Teller

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

Wealth Advisor - Fishkill, NY

Virtual Wealth Advisor - Fishkill, NY

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