Ballston Spa National Bank
The Financial Services Advisor role at BSNB Financial Services focuses on helping individuals and families achieve their financial goals through investment strategies, retirement planning, and insurance solutions. The position involves building long-term client relationships, conducting financial reviews, and growing the business through networking and community engagement. This role requires strong sales and communication skills to meet business development goals while delivering exceptional client service.
Headquarters
Ballston Spa, New York, United States
Company Size
51-200 employees
Founded
1838
BSNB, Ballston Spa National Bank, is a community-focused financial institution offering personal and commercial banking, investments, and financial services for the Capital Region and beyond. The bank emphasizes relationship-driven service and local decision-making, with a full range of products including checking, savings, CDs/IRAs, consumer and commercial loans, and mortgage solutions. It is FDIC-insured and supports customers through online banking, security resources, and local customer service. BSNB recently merged with Coxsackie Bank to expand its capabilities and better serve its communities.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ballston Spa National Bank.
12% above the average for this role