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Hudson Valley Credit Union · 21 hours ago

Region Relationship Advisor

Hudson, NY

Full-time

Onsite

Entry Level

$20.96/hr - $25.39/hr

1+ years exp

Hudson Valley Credit Union is dedicated to providing exceptional member service and is seeking a Region Relationship Advisor. This role focuses on establishing and deepening member relationships while efficiently processing transactions and cross-selling HVCU products and services.

BankingCreditFinancial ServicesInsurance

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, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services

Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity 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 Relationship Advisors 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

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

Qualification

Customer service experienceSales experienceCash handling experienceNYS Notary Public licenseHigh School Diploma

Required

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

Valid driver's license required

Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required