Regional Relationship Advisor

Hudson Valley Federal Credit Union • Poughkeepsie, NY

395d • $43,597 - $52,811

About The Position

The Regional Relationship Advisor at Hudson Valley Credit Union is responsible for providing exceptional member service through efficient transaction processing and a consultative sales approach. This role focuses on establishing new member relationships and deepening existing ones, while also cross-selling HVCU products and services. The advisor will float between various locations as needed, ensuring that member needs are met effectively and efficiently.

Requirements

• High School Diploma or GED certificate required.
• NYS Notary Public license to be achieved within 12 months of obtaining the position.
• Valid driver's license required.
• Minimum 1 year of customer service and sales experience in a financial institution or retail environment required.
• Previous teller or cash handling experience in a financial institution or retail environment preferred.

Nice To Haves

• Previous experience in a financial institution or retail environment.

Responsibilities

• Accurately process transactions.
• Educate members about convenient transaction processing methods.
• Resolve member complaints and concerns quickly and efficiently.
• Assist with member inbound calls to support the Contact Center.
• Utilize a needs-based sales approach to uncover members' financial needs.
• Handle large volumes of cash and negotiable items.
• Assist management with daily operational tasks including operator, ATM, TellerInfinity, and branch proof.
• Open new memberships, accounts, and loans, and process related transactions.
• Refer members to branch business partners for additional services as appropriate.
• Follow all applicable policies and procedures consistently.
• Utilize required programs and systems for cross-selling HVCU products and services.
• Acquire in-depth knowledge of credit union products and services through ongoing training.
• Train new Universal Branch Associates as needed.
• Meet or exceed established individual and team goals through the HVCU Sales and Service model.
• Support marketing programs and promotions by creating member awareness.
• Adhere to all Credit Union policies, procedures, and regulatory requirements.
• Participate in required training and development, 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.
• Embrace and apply HVCU's guiding principles in all activities and responsibilities.

Benefits

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage starting as low as $20 per month
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

What This Job Offers

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