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Walrath Recruiting

Relationship Advisor

Walrath Recruiting, Chatham, New York, United States

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Salary: $21 – $25 per hour Job Title: Relationship Advisor Job #: 5672 Location: Chatham, NY Category: Financial Services Position Type: Full-time, Permanent

Description: Our client is currently seeking a Relationship Advisor to join their team. This is a full-time, permanent position.

Responsibilities Include:

Processing of transactions.

Ensure member complaints are addressed swiftly.

The pursuit of new business opportunities and the generation of new leads.

Ensure work is completed in compliance with all relevant policies and procedures.

Develop a deep knowledge of company policies and services.

Qualifications:

Minimum of 1 year of experience in a customer service/sales role in a financial or retail setting is required.

High school diploma or equivalent is required.

Proficiency with the Microsoft Office Suite.

Advanced communication skills, both written and spoken.

Ability to manage and meet multiple deadlines.

Hours & Benefits:

M– F, 8:30 AM – 5 PM

In-person

Health, Dental, Vision Insurance

401(k)

20 days of PTO/Sick

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.

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