Virtual Financial Concierge Bilingual

Overview

Hudson Valley Credit Union is currently recruiting for the position of Virtual Financial Concierge Bilingual. 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. Identify members'' needs and goals by asking questions and uncovering opportunities. Promote, explain, and cross sell HVCU products and services. This is an on-site position, working from our Poughkeepsie based Operations Center. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about the bilingual pay stipend.

Responsibilities

• Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments and accurate end of day proof.
• Provide courteous prompt customer service and proactively identify member needs, recommend solutions to

meet needs, and refer members to HVCU Contact Center or Branch staff, business partners, and automated services. Contribute to department and individual sales and service goals.

• Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member's needs.

• Maintain a positive, professional appearance while communicating effectively through on-screen technology.

• Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.

• 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.

• Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.

• 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
• Verbal and written fluency in English and Spanish is required.
• Minimum 1 year Customer service and sales experience in a financial institution or retail environment experience preferred.
• Previous teller or cash handling experience in a financial institution or retail environment.

Click here to view full job description

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
• 401(k) With Employer Match & Non-Elective Employer Contribution
• Life, Short-term & Long-term Disability Insurances
• Discounted Loan Rates & Fees

Hudson Valley Federal Credit Union is an AA/EEO 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.

• 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
• Verbal and written fluency in English and Spanish is required.
• Minimum 1 year Customer service and sales experience in a financial institution or retail environment experience preferred.
• Previous teller or cash handling experience in a financial institution or retail environment.

Click here to view full job description

• Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments and accurate end of day proof.
• Provide courteous prompt customer service and proactively identify member needs, recommend solutions to

meet needs, and refer members to HVCU Contact Center or Branch staff, business partners, and automated services. Contribute to department and individual sales and service goals.

• Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member's needs.

• Maintain a positive, professional appearance while communicating effectively through on-screen technology.

• Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.

• 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.

• Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.

• Responsible for regular and predictable attendance including punctuality.