Member Success & Financial Solutions Advisor

Hvcu; Freedom Plains (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Base & variable pay structures

Medical, dental & vision coverage

Paid time off

401(k) with match

Job summary

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver exceptional member service, process transactions accurately, and apply a consultative sales approach to grow member relationships. The role involves cross-selling products and may require training new staff while upholding BSA and credit union policies.

The position emphasizes customer-focused sales, accuracy in handling cash, and participation in marketing programs and promotions.

Qualifications

• 1 year or more customer service and sales experience in financial services or retail.
• Experience handling cash and negotiable items preferred.
• Notary public license required within 12 months of hire.
• NMLS registration is required.

Responsibilities

• Process transactions accurately and educate members on convenient channels.
• Handle high volumes of cash and assist with branch operations.
• Open new memberships, accounts and loans; cross-sell bank products.

Skills

Customer service

Sales experience

Education

High School Diploma or GED

NYS Notary Public license

NMLS registration

Job description

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver exceptional member service, process transactions accurately, and apply a consultative sales approach to grow member relationships. The role involves cross-selling products and may require training new staff while upholding BSA and credit union policies.

The position emphasizes customer-focused sales, accuracy in handling cash, and participation in marketing programs and promotions.