Region Relationship Advisor

Hudson Valley Credit Union•Poughkeepsie, NY

2d•Onsite

About The Position

The Region Relationship Advisor provides high-level member service by processing transactions efficiently and accurately and using a consultative, needs-based sales approach. The role focuses on establishing new member relationships and deepening and retaining existing ones by cross-selling HVCU products and services. The advisor travels and floats among branches within a specific cluster as staffing needs require; a float stipend is mentioned. The position handles cash and negotiable items, supports branch operations, opens memberships and accounts, processes loan and account transactions, and connects members with branch business partners for additional consultations. It also involves ongoing product and service education, training new Relationship Advisors as needed, supporting marketing initiatives, and participating in training, projects, and strategic initiatives. The advisor is expected to follow applicable policies and regulatory requirements, apply HVCU’s guiding principles and service model, and maintain regular, punctual attendance.

Requirements

High school diploma, GED certificate, or state-authorized high school equivalent certificate, or current high school senior with a certificate of satisfactory academic standing.
NYS Notary Public license obtained within 12 months of starting the position.
Valid driver’s license.
At least 1 year of customer service and sales experience in a financial institution or retail environment.

Nice To Haves

Previous teller or cash-handling experience in a financial institution or retail environment.

Responsibilities

Accurately process transactions and educate members about convenient transaction options in branches and through other channels, including Internet Banking, the mobile app, audio response, and the Contact Center.
Resolve member complaints and concerns efficiently, involving other functional areas as needed.
Assist with inbound member calls as needed to support the Contact Center.
Use a needs-based sales approach to identify members’ financial needs and offer relevant HVCU products and services.
Handle large volumes of cash and negotiable items.
Assist management with daily operational tasks, including operator, ATM, TellerInfinity, and branch proof responsibilities.
Open new memberships, accounts, and loans, and process loan and account transactions.
Refer members to branch business partners for consultations on Financial Services, Insurance Services, Real Estate, and Business products as appropriate.
Follow applicable policies and procedures and use required programs and systems to support cross-selling.
Develop in-depth knowledge of credit union products and services through ongoing training and education.
Train new Relationship Advisors as needed.
Meet or exceed individual and team goals by consistently applying the HVCU Sales and Service model.
Support marketing programs and promotions by creating member awareness.
Adhere to Credit Union policies, procedures, and regulatory agency requirements, and participate in required and recommended training, including Bank Secrecy Act training.
Participate in Credit Union teams, projects, and strategic initiatives when opportunities arise.
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 commitment to Lean Six Sigma practices.
Support Credit Union initiatives through teamwork and professionalism.
Maintain regular and predictable attendance, including punctuality.
Travel and float among branch locations in a specific cluster as staffing needs require.