Licensed Relationship Manager

Hudson Valley Credit Union•Lincoln Park, NY

14d

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 the Credit Union’s full line of Wealth Management investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and building lifelong financial relationships. The position supports members with memberships, accounts, loans, and investment services; contributes to branch operations and sales goals; and supports Wealth Management Financial Consultants through informational meetings, lead generation, and education. The role also performs teller transactions as needed, follows branch safety and security practices, complies with Credit Union policies and regulatory requirements, and participates in required training and organizational initiatives.

Requirements

High School Diploma, GED certificate, or state-authorized high school equivalent certificate.
Securities Industry Essentials (SIE) Certification.
NYS Notary Public license, to be 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 working knowledge gained through Series 7 and 66 certifications to support new memberships, accounts, loans, and investment services, using available resources to ensure 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 necessary.
Contribute to branch and individual sales and service goals; maintain knowledge of HVCU products, services, and systems to make recommendations 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 investment-services education 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 support, ordering and verifying cash, cash-control tasks, dual-control processes, and daily branch reconciliation.
Accurately perform teller transactions involving negotiable items and serve as a teller when necessary.
Follow branch safety and security practices, 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; perform additional duties and special projects as assigned.
Apply HVCU’s guiding principles, including its Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and Lean Six Sigma commitment; support initiatives through teamwork and professionalism.
Maintain regular and predictable attendance, including punctuality.