Licensed Relationship Manager: Wealth & Banking

Hvcu; City of Kingston (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental & Vision Coverage

401(k) Matching

Paid Time Off

Professional Development & Training

Student Loan Repayment & Tuition Reimb

Life Insurance & Disability

Job summary

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to provide superior member service while promoting wealth management and a consultative sales approach. The role focuses on establishing and deepening member relationships, cross-selling investment services, and supporting branch operations.

Ideal candidates hold Series 7/66, SIE, and NY Notary; NMLS registration is required, with FINRA background screening.

Qualifications

• Securities Industry Essentials (SIE) certification is required.
• Series 7 and 66 certifications or ability to pass within 120 days.
• NYS Notary Public license within 12 months of employment.
• Registration with NMLS required.
• FINRA background screening must be passed.

Responsibilities

• Use Series 7/66 to support new memberships, accounts, loans and investment services.
• Promote wealth management and cross-sell Hudson Valley Credit Union products.
• Refer higher-limit investment needs to Financial Consultant.
• Conduct informational meetings and lead generation for investment services.
• Support branch operations, cash handling and security procedures.
• Adhere to BSA training and company policies.

Education

High School Diploma or GED

Tools

CRM software

Job description

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to provide superior member service while promoting wealth management and a consultative sales approach. The role focuses on establishing and deepening member relationships, cross-selling investment services, and supporting branch operations.

Ideal candidates hold Series 7/66, SIE, and NY Notary; NMLS registration is required, with FINRA background screening.