Regional Relationship Advisor: Banking & Member Growth

Hudson Valley Credit Union; Town of Colonie (NY); Presencial; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer PTO

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

Discounted Loan Rates & Fees

Descripción de la vacante

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver high-level member service, process transactions accurately, and expand relationships through needs-based selling across a cluster of branches. You may float to Latham, Malta, and Colonie locations as required.

Responsibilities include handling cash, opening memberships and loans, and referring clients to partners for Financial Services, Insurance, Real Estate, and Business products.

Formación

• High School Diploma, GED, or state authorized high school equivalent; or a current high school senior with certificate of satisfactory academic standing.
• NYS Notary Public license to be obtained within 12 months of hire.
• Valid driver’s license required.
• Minimum 1 year of customer service and sales experience in a financial institution or retail environment, required.
• Previous teller or cash handling experience in a financial institution or retail environment, preferred.

Responsabilidades

• Accurately process transactions and educate members on the best channels; resolve complaints and escalate as needed.
• Handle large volumes of cash and assist with daily operational tasks.
• Open new memberships, accounts, loans, and process transactions; refer members to business partners for related services.
• Follow all policies; utilize systems to cross-sell HVCU products and services.
• Gain product knowledge; train new Relationship Advisors as needed.
• Meet or exceed individual and team goals using the Sales and Service model; support marketing programs.
• Adhere to policies and regulatory requirements; participate in training and development.
• Embrace HVCU principles and demonstrate teamwork and professionalism.
• Maintain regular and punctual attendance.

Conocimientos

Customer service

Sales experience

Cash handling

Valid driver’s license

Notary Public license

Educación

High School Diploma / GED

NYS Notary Public license

Descripción del empleo

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver high-level member service, process transactions accurately, and expand relationships through needs-based selling across a cluster of branches. You may float to Latham, Malta, and Colonie locations as required.

Responsibilities include handling cash, opening memberships and loans, and referring clients to partners for Financial Services, Insurance, Real Estate, and Business products.