Licensed Relationship Manager: Wealth & Banking
Hvcu
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. #J-18808-Ljbffr Hvcu
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Relationship Manager: Wealth & Banking in Kingston, NY vacancy
- ...currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior... ...consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit... ...including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate...SuggestedTemporary work
$65k - $80k
At Bank of America, we are guided by a common purpose to help make... ...completion of required licenses and training. Responsibilities... ...annuities, and banking and money‑managed solutions. Recommend banking... ...Builds and nurtures strong relationships. Collaborates effectively...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$17 - $28.96 per hour
...At Associated Bank we strive to create an inclusive culture where different perspectives... ...new hires. Join Associated Bank as a Relationship Banker, where you’ll build relationships... ...prescribed and procedure violations to management or HR. Responsible to report ethical concerns...SuggestedHourly payAssociated Banc-Corp
Hurley, NY3 days ago- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...SuggestedFlexible hoursWeekend work
- Description Summary Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help... ...our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer...SuggestedFull timeH1bWork at officeRemote workWork from home
$25 - $26.77 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...Hourly payFlexible hoursShift workWeekend workDay shift- Huntington Bank in Kingston, NY, is seeking a Financial Relationship Banker to help customers achieve their financial goals by identifying needs and recommending appropriate deposit, loan and other banking products. In this hybrid role, you will deliver excellent customer...
- ...Introduction Key responsibilities will include record keeping, management and financial accounting, analysis, budgeting, reporting... ...cash flow positions are prepared on time; Maintaining banking relationships and negotiating terms with banks under the strict supervision...Permanent employmentFull timeTemporary work
- ...Introduction Key responsibilities will include record keeping, management and financial accounting, analysis, budgeting, reporting... ...cash flow positions are prepared on time; Maintaining banking relationships and negotiate terms with banks under the strict supervision...Permanent employmentFull timeTemporary work
$25 - $38.46 per hour
...will focus on the entire client relationship with a plan-based approach to... ...Investment Services, Private Bank, Mortgage or Business Banking... ...current clients; effectively managing internal and external centers... ...within Key (required) Licenses and Certifications...Hourly payWork experience placementFlexible hoursDay shift0100 KeyBank National Association
Stone Ridge, NY3 days ago$20 - $23 per hour
...solutions, and build lasting relationships, all while helping members achieve... ...products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager # Assist the Branch Manager... ...Bachelor's degree preferred. NMLS License required. A Notary License is...Hourly payPart timeWork at officeRemote workFlexible hours$20.67 - $31.25 per hour
...clients to develop and expand relationships based on their unique... ...and making them feel that no bank will fight harder for them. Essential... ...current clients; effectively managing internal and external centers... ...within Key (required) Licenses and Certifications Notary License...Hourly payWork experience placementFlexible hoursDay shift$50k - $65k
...independent firm in Rhinebeck, NY, seeks a dynamic Personal Lines Account Manager. You will service personal lines accounts, maintain client relationships, and ensure efficient operations. Expect licensing and CISR paid by the firm, competitive salary of $50,000-$65,000,...$65k - $80k
Bank of America seeks a Financial Advisor in Kingston, NY to assist clients in achieving financial goals by providing customized... ...investments and financial services, hold required Series licenses, and excel in relationship building. This full-time position requires in-office...Full timeWork at office$65k - $70k
...Role Matters As a Personal Lines Account Manager, you'll serve as a trusted partner to... ...play a key role in strengthening client relationships, supporting retention efforts, and ensuring... .... Active Property & Casualty insurance license. Strong knowledge of personal lines...Full timeTemporary workWork at officeLocal area$250k
Ulster Savings Bank is seeking a results-driven financial sales professional for a hybrid remote... ...life insurance, while maintaining strong client relationships. The role requires Series 6/7/63/65 and Life Insurance licenses, excellent communication, at least two years...Remote job$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shift- ...Velocity Auto / Jiffy Lube (PVA), your State Motor Vehicle Inspector License unlocks significant growth and earning potential. Job... ...paths with unlimited advancement opportunities (Automotive & Management). Unique benefits including legal/financial advising, employee...Full timeLocal areaFlexible hours
Premium Velocity Auto LLC
Kingston, NY2 days ago - Mobile Notary Signing Agent Opportunity Become a Mobile Notary Signing Agent Earn $75 to $200 Per Loan Closing! Join Certified Mobile Notary Service and start building a flexible, rewarding career as a Mobile Notary Signing Agent today! We are actively seeking motivated...Full timePart timeStart working todayLocal areaRemote workHome officeFlexible hours
$59k - $60k
...benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has... ...experience in Commercial Property and Casualty Professional Licenses / Certifications Licensed or obtaining state Property & Casualty...Work experience placementLocal area- Job: Senior Accounting Manager Location: Kingston, NY Salary: $60/hr Schedule: 20-25 hours/week, flexible schedule Job Type: Part Time, Permanent Senior Accounting Manager Candidate must have a broad range of accounting and leadership skills to qualify for this senior management...Permanent employmentPart timeLocal areaFlexible hours
$60 per hour
Community Foundations of the Hudson Valley in Kingston, NY seeks a Senior Accounting Manager for a part-time, permanent role. The position focuses on accounting leadership, accounts payable/receivable, invoicing, GL entries, month-end close, and financial reporting (P&L...Hourly payPermanent employmentPart timeFlexible hours$55k - $70k
...their most significant risk, workforce, wealth management and retirement challenges through... ...AAM will also be expected to conduct relationship-building and strategic advisory responsibilities... ...highly desirable. Certificates, Licenses, Registration: ~ Property & Casualty...Full timeWork at officeAON
Kingston, NY8 hours ago$77.2k - $110k
...their most significant risk, workforce, wealth management and retirement challenges through... ...basis while building and maintaining relationships with both client and carrier representatives... ...BA/BS preferred. Certificates, Licenses, Registration P&C Insurance License...Full timeFor contractorsFor subcontractorWork at officeAON
Kingston, NY8 hours ago- ...Summary The Commercial Lines Account Manager is accountable for delivering high quality... ...satisfaction that drive long-term relationships, referral business and the attainment of... ...Property and Casualty Insurance Brokers license. Powered by JazzHR sKbw9...Work at officeImmediate start
- WB Residential Communities in New Paltz, NY is seeking a full-time Assistant Property Manager to support the Property Manager with daily operations, leasing, resident services, and affordable housing compliance. You will assist with LIHTC/HUD annual and interim recertifications...Full timeInterim role
- WB Residential Communities in New Paltz, NY is seeking a full-time Assistant Property Manager to support daily operations and resident services at our community. You will assist the Property Manager with leasing, administrative tasks, and affordable housing compliance,...Full time
$90k - $100k
...model Websites, Search Ads, Display Ads, Reviews & Reputation Management, Social Ads, and SEO Cold calling business owners and... ...and in-person presentations to prospects Build strong client relationships working within a wide variety of industries, making each day...Work at officeHome officeHibu
New Paltz, NY4 days ago- ...to lead HR operations for our nursing home team. The role oversees recruitment, onboarding, benefits administration, performance management, and regulatory compliance to support staff delivering quality resident care. The HR Director will foster a positive workplace culture...
- ...operations in our nursing home team. The role covers recruitment, onboarding, employee relations, benefits administration, performance management, and regulatory compliance to support staff delivering high-quality resident care. This leadership position emphasizes fostering...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Relationship Manager: Wealth & Banking. Be the first to apply!
