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Licensed Premier Relationship Banker; Series or , Life​/Health

Job in City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listing for: Rhinebeck Bank
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Licensed Premier Relationship Banker (Series 7/66 or 6/63, Life/Health)
Location: City of Poughkeepsie

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

Department: Retail & Business Services

Location: Poughkeepsie, NY

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.

Key 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 bank’s branch network.

Qualifications:

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.

Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.

Other Requirements: Valid driver’s license and the ability to travel between branches as needed.

Why Rhinebeck Bank?

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.

About Rhinebeck Bank:

Since 1860, Rhinebeck Bank has been a cornerstone of the Hudson Valley community. We take pride in our personal involvement with our customers, their financial success, and the local charitable organizations we support. Our dedicated team is committed to providing the best customer service and fostering strong community connections.

Join us and become part of something that truly makes a difference in the Hudson Valley.

Equal Opportunity Employer:
Rhinebeck Bank is an Equal Opportunity / Affirmative Action Employer. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristic protected by applicable law.

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