Overview
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient accurate transaction processing and applying a consultative needs-based sales approach focused on establishing new member relationships and deepening and retaining existing relationships to cross sell HVCU products and services.
Responsibilities
• Accurately process transactions. • Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, and the Contact Center, etc. • Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. • Responsible for handling large volumes of cash and negotiable items. • Assists management with daily operational tasks including operator, ATM, Teller, and branch proof. • Open new memberships, new accounts, new loans, and process loan and account transactions. • Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate, and Business products as appropriate to meet member needs. • Consistently follow all applicable policies and procedures. • Utilize required programs and systems to assist with cross selling HVCU products and services. • Acquire in-depth knowledge of credit union products and services through ongoing training and education. • Train new Universal Branch Associates as needed. • Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. • Support the successful implementation of marketing programs and promotions by creating member awareness. • Adhere to all Credit Union policies, procedures, and regulatory agency requirements. • Participate in all required and recommended training and development, including but not limited to Bank Secrecy Act training, BSA, and demonstrate attained knowledge. • Participate on Credit Union teams, projects, and strategic initiatives when the opportunity arises. • Perform additional duties and special projects as assigned.
Embracing HVCUs Guiding Principles
Embrace and apply HVCUs guiding principles to all activities and responsibilities. This includes the Credit Unions Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Unions initiatives by demonstrating teamwork and professionalism.
Responsibilities (continued)
• Responsible for regular and predictable attendance, including punctuality.
Qualifications
• 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. • NYS Notary Public license achieved within 12 months of obtaining position required. • Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience required. • Previous Teller or cash handling experience in a financial institution or retail environment preferred.
Why Choose HVCU
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work.
Employee Perks
• Base & Variable Pay Structures • Paid Personal Holiday & Volunteer Time Off • Professional Development & Training • Student Loan Repayment & Tuition Reimbursement Programs • Medical, Dental & Vision Coverage • 401k With Employer Match & Non-Elective Employer Contribution • Life Short-term & Long-term Disability Insurances • Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AAEEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.