Licensed Relationship Manager

Hudson Valley Credit Union•City of Beacon, NY

About The Position

Hudson Valley Credit Union is recruiting a Licensed Relationship Manager to provide superior member service through efficient and accurate transaction processing and a consultative, needs-based sales approach. The role promotes HVCU Wealth Management investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling products and services, and building lifelong financial relationships. The position supports members with memberships, accounts, loans, and investment services; contributes to branch and individual sales and service goals; assists with branch operations and teller transactions; and supports Wealth Management outreach and marketing. The role must follow credit union policies, security practices, and regulatory requirements, participate in required training and initiatives, and maintain regular, punctual attendance.

Requirements

High school diploma, GED certificate, or state-authorized high school equivalent certificate.
Securities Industry Essentials (SIE) Certification.
NYS Notary Public license achieved within 12 months of obtaining the position.
Registration with the National Mortgage Licensing System and Registry (NMLS).
Series 7 and 66 certifications, or ability to pass within 120 days of employment.
Ability to pass the FINRA background screening process.

Responsibilities

Use knowledge from Series 7 and 66 certifications to support new memberships, accounts, loans, and investment services, and use available resources to provide quality member service.
Monitor and complete member care calls, assist with loan queues to identify cross-selling opportunities, and support the Contact Center with inbound calls as needed.
Contribute to branch and individual sales and service goals, maintain knowledge of HVCU products, services, and systems, and recommend offerings based on member needs.
Refer members to a Financial Consultant for products that exceed assigned limits.
Support the Wealth Management Financial Consultant with informational meetings, lead generation, and education about investment services for branch staff and members.
Support marketing programs and promotions by explaining product or service features and benefits, creating member awareness, and closing sales.
Support branch operations, including opening and closing the branch, ordering and verifying cash, cash-control tasks, dual-control processes, and daily reconciliation.
Accurately perform teller transactions involving negotiable items and serve as a teller when necessary.
Follow branch safety and security procedures, including member confidentiality, secure handling of cash and negotiable items, and physical security standards.
Comply with credit union policies, procedures, and regulatory requirements; complete required and recommended training, including Bank Secrecy Act training; and demonstrate acquired knowledge.
Participate in credit union teams, projects, and strategic initiatives as opportunities arise, and perform additional duties and special projects as assigned.
Apply HVCU's mission, vision, core values, employee and member value propositions, sales and service model, and Lean Six Sigma practices; support initiatives through teamwork and professionalism.
Maintain regular and predictable attendance, including punctuality.