Relationship Manager

Hudson Valley Credit Union; King; On-site; CAD 50,000 - 70,000; Full time

Job summary

Hudson Valley Credit Union is seeking a Relationship Manager to provide exceptional member service and promote their investment services. The role involves establishing new relationships, supporting sales goals, and ensuring compliance with regulations. Join a diverse team committed to inclusivity and professional development.

Benefits

Professional Development Training

Tuition Reimbursement Programs

Medical, Dental, and Vision coverage

401(k) with employer match

Paid time off (PTO)

Life, Short-Term, and Long-Term Disability Insurance

Discounted Loan Rates & Fees

Qualifications

• High School Diploma or GED required.
• Series 7 and 66 Certification needed within 120 days.

Responsibilities

• Provide superior member service and promote Wealth Management.
• Support branch operations and adhere to safety practices.
• Contribute to sales goals and assist with member care calls.

Skills

Customer Service

Sales

Consultative Selling

Education

High School Diploma

Tools

Series 7 Certification

Series 66 Certification

Securities Industry Essentials Certification

Job description

Overview

Hudson Valley Credit Union is currently recruiting for the position of 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.

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.
  

Qualifications

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

• 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.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (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

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.