Licensed Relationship Manager

Hvcu; City of Kingston (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Medical, Dental & Vision Coverage

401(k) With Employer Match

Paid Personal, Holiday & VolunteerTime

Professional Development & Training

Student Loan Repayment & Tuition Reim­

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to deliver superior member service while driving wealth management opportunities. You will support new memberships, cross-sell products, and partner with a Financial Consultant to expand investment services across the branch network.

Ideal candidates hold Series 7/66, SIE, NMLS and Notary licenses, and can meet regulatory requirements while achieving sales goals in a community-focused credit union environment.

Qualifications

• Securities Industry Essentials (SIE) Certification required.
• NYS Notary Public license within 12 months of employment.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required.
• Series 7 and 66 Certification or ability to pass within 120 days of employment.
• Must pass FINRA background screening.

Responsibilities

• Provide superior member service through consultative needs-based sales and wealth management promotion.
• Support new memberships, accounts, loans, and investment services using Series 7/66.
• Cross-sell Hudson Valley Credit Union products and services and refer to Financial Consultant as needed.
• Assist in delivering informational meetings, lead generation, and education of investment services.
• Support branch operations including cash handling and daily reconciliation.
• Adhere to BSA training and regulatory requirements and maintain member confidentiality.

Skills

Customer service

Consultative selling

Cross-selling

Wealth management knowledge

Series 7 & 66 certifications

Education

High School Diploma or GED

Job description

Overview

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.

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


• Registration with the National Mortgage Licensing System and Registry (NMLS) 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.

Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community‑focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Employee Perks:

• Base & Variable Pay Structures


• Paid Personal, Holiday & Volunteer Time Off


• Professional Development & Training


• Student Loan Repayment & Tuition Reimbursement Programs


• Medical, Dental & Vision Coverage


• 401(k) With Employer Match & Non‑Elective Employer Contribution


• Life, Short-term & Long‑term Disability Insurance


• Discounted Loan Rates & Fees

Hudson Valley Federal 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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.