Licensed Premier Relationship Banker (Series 7/66 or 6/63, Life/Health)

Rhinebeck BankPoughkeepsie, NY
31d$65,000 - $85,000Onsite

About The Position

Rhinebeck Bank is seeking a motivated and experienced Licensed Premier Relationship Banker (PRB) to join our team. In this branch-based role, you will have the opportunity to drive deposit growth, consumer lending, and investment opportunities while providing exceptional customer experiences. You will use your sales, service, and lending expertise to build lasting relationships and connect customers with the right financial solutions.

Requirements

  • Licensing Requirements: FINRA Series 7/66 or 6/63 and NYS Life/Health Insurance License required.
  • Proven Sales Success: A track record of success in outbound sales and relationship management.
  • Communication Skills: Strong verbal and written communication abilities with a focus on delivering exceptional service.
  • Organizational & Coaching Skills: Ability to prioritize tasks and coach junior staff to success.
  • Valid drivers license and the ability to travel between branches as needed.

Nice To Haves

  • Bachelors degree in Finance, Economics, Business, or related field preferred.

Responsibilities

  • Proactively engage with customers: Identify and meet with clients to uncover banking, lending, and investment opportunities that meet their needs.
  • Consumer Loan Origination: Complete the origination of consumer loans, including home equity loans, ensuring compliance with all regulatory requirements.
  • Referrals: Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate, ensuring the best outcomes for their financial needs.
  • Mentorship: Support the development of junior Universal Bankers through coaching, guidance, and mentorship.
  • Branch Support: Travel between branches as needed to serve customers and support the growth of the banks branch network.

Benefits

  • Competitive Compensation: Salary range of $65,000 - $85,000, based on experience.
  • Comprehensive Benefits: Health, dental, and vision coverage to ensure your well-being.
  • Tuition Reimbursement: We support your continuing education and career growth.
  • Generous Paid Time Off: 20 days of paid time off to recharge.
  • Retirement & Equity Benefits: Generous 401(k) match to help you plan for the future.
  • Training & Development: Onboarding with classroom, webinar, and hands-on learning to set you up for success.
  • Mentorship: Ongoing support from experienced professionals to help you grow in your role.
  • Community Involvement: Paid volunteer hours to give back to the community and make a difference.
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