Licensed Relationship Manager

Role responsibilities

The Licensed Relationship Manager is responsible for providing superior member service and promoting investment services. This includes establishing new member relationships, deepening existing ones, and supporting branch operations.

Requirements

Candidates must have a High School Diploma or equivalent and the Securities Industry Essentials (SIE) Certification. Additionally, they must obtain a NYS Notary Public license and pass the Series 7 and 66 Certifications within a specified timeframe.

Key skills

Member Service, Sales, Consultative Selling, Investment Services, Cross-selling, Financial Consulting, Loan Processing, Cash Control, Regulatory Compliance, Teamwork, Communication, Problem Solving, Customer Relationship Management, Marketing, Training, Financial Analysis

Keywords

Licensed Relationship Manager, Hudson Valley Credit Union, Member Service, Transaction Processing, Wealth Management, Investment Services, Series 7 Certification, Series 66 Certification, NYS Notary Public, National Mortgage Licensing System, FINRA Background Screening, BSA Training, Sales Goals, Cross-selling, Marketing Programs, Cash Control, Teller Transactions