Licensed Relationship Manager

Hudson Valley Credit Union; City of Poughkeepsie (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & VolunteerTime

Professional Development & Training

Student Loan Repayment & Tuition Reimb

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elect

Life, Short-term & Long-term DI Ins.

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to deliver superior member service and execute a consultative, needs-based sales approach. The role focuses on promoting Wealth Management across the full line of investment services while building new relationships and deepening existing ones.

The candidate will leverage Series 7/66 and related securities knowledge to support member accounts, cross-sell products, and coordinate with a Financial Consultant.

Qualifications

• High School Diploma or GED required.
• Securities Industry Essentials (SIE) Certification required.
• NYS Notary Public license within 12 months of hire.
• 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

• Use Series 7/66 knowledge to support memberships, accounts, loans, and investment services.
• Promote Wealth Management and cross-sell Hudson Valley Credit Union products and services.
• Refer members to Financial Consultant for products beyond assigned limits.
• Support Wealth Management Consultant with lead generation and education of investment services.
• Assist with marketing programs, promotions, and closing sales.
• Provide branch operations support, including opening/closing procedures and daily reconciliation.

Skills

Customer service

Sales

Financial needs analysis

Cross-selling

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.

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 Insurances
• 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.