Relationship Advisor
About The Position
Hudson Valley Credit Union is recruiting a Relationship Advisor to provide high-quality member service through efficient, accurate transaction processing and consultative, needs-based sales. The role focuses on establishing new member relationships and deepening and retaining existing relationships by cross-selling HVCU products and services. The advisor processes transactions, handles cash and negotiable items, supports branch operations, opens memberships and accounts, processes loans and account transactions, and connects members with appropriate branch business partners. The role also supports sales and service goals, member education, training, marketing initiatives, and credit union projects while following applicable policies, procedures, and regulatory requirements. Regular, predictable, and punctual attendance is required.
Requirements
- High school diploma, GED certificate, or state-authorized high school equivalent certificate; alternatively, current high school senior status with a certificate of satisfactory academic standing.
- NYS Notary Public license achieved within 12 months of obtaining the position.
- Registration with the National Mortgage Licensing System and Registry (NMLS).
- 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 the branch and through channels such as Internet Banking, the mobile app, audio response, and the Contact Center.
- Resolve member complaints and concerns promptly and efficiently, involving other functional areas as needed.
- 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 loan and account transactions.
- Refer members to branch business partners for Financial Services, Insurance Services, Real Estate, and Business product consultations as appropriate.
- Follow applicable policies and procedures and use required programs and systems to cross-sell HVCU products and services.
- Build in-depth knowledge of credit union products and services through ongoing training and education.
- Train new Universal Branch Associates as needed.
- Meet or exceed individual and team goals by consistently applying the HVCU Sales and Service model in member interactions.
- Support marketing programs and promotions by creating member awareness.
- Comply with Credit Union policies, procedures, and regulatory agency requirements; participate in required and recommended training, including Bank Secrecy Act training, and demonstrate acquired knowledge.
- Participate in Credit Union teams, projects, and strategic initiatives when 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 commitment to Lean Six Sigma practices.
- Support Credit Union initiatives through teamwork and professionalism.
- Maintain regular, predictable, and punctual attendance.
Benefits
- Base and variable pay structures
- Paid personal, holiday, and volunteer time off
- Professional development and training
- Student loan repayment and tuition reimbursement programs
- Medical, dental, and vision coverage
- 401(k) with employer match and non-elective employer contribution
- Life, short-term disability, and long-term disability insurance
- Discounted loan rates and fees
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
