Licensed Relationship Manager

Hudson Valley Federal Credit Union • Lagrangeville, NY

70d

About The Position

Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.

Requirements

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required.
• Securities Industry Essentials (SIE) Certification required.
• NYS Notary Public license achieved within 12 months of obtaining position required.
• Series 7 and 66 Certification or ability to pass within 120 days of employment.
• Must be able to pass the FINRA background screening process.

Responsibilities

• Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members.
• Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities.
• Contribute to branch and individual sales and service goals.
• Refer members to Financial Consultant for products in excess of assigned limits.
• Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
• Support the successful implementation of marketing programs and promotions.
• Support overall branch operations, including providing opening and closing support for the branch.
• Accurately perform teller transactions with various negotiable and act as a teller when necessary.
• Adhere to branch safety and security practices and procedures.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
• Participate in all required and recommended training and development.
• Embrace and apply HVCU's guiding principles to all activities and responsibilities.
• Responsible for regular and predictable attendance including punctuality.

Benefits

• Base & Variable Pay Structures
• Paid Personal, Holiday & Volunteer Time Off
• Professional Development Training through HVCU University & Academy
• 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

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED