Licensed Relationship Manager

Hudson Valley Credit Union•Lagrangeville, NY

12d

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. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
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. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
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.