Virtual Wealth Advisor - Fishkill, NY Citizens Financial Group IncVirtual Wealth Advisor - Fishkill, NYFishkill, NY$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Virtual Financial Concierge Bilingual Hudson Valley Federal Credit UnionVirtual Financial Concierge BilingualPoughkeepsie, NYHigh School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required. Primary Function: provide high-quality member service by accurately performing a variety of financial transactions through an onscreen video experience via HVCU Interactive Teller Machines.
Virtual Financial Concierge Bilingual Hudson Valley Credit UnionVirtual Financial Concierge BilingualPoughkeepsie, New York$20–$23.90 / hourQualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required . Primary Function: provide high-quality member service by accurately performing a variety of financial transactions through an onscreen video experience via HVCU Interactive Teller Machines.