Relationship Advisor

Hudson Valley Credit Union; City of Middletown (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer PTO

Professional Development & Training

Student Loan Repayment & Tuition Reim.

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elect

Life, Short-term & Long-term Disabilit

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver top-notch member service through accurate transaction processing and consultative sales. The role focuses on establishing new member relationships and deepening existing ones while cross-selling HVCU products and services.

Responsibilities include handling high cash volumes, opening memberships and loans, and guiding members to appropriate financial solutions.

Qualifications

• High School Diploma, GED, or state equivalent; notary license required within 12 months.
• NYS Notary Public license required.
• NMLS registration required.
• Minimum 1 year customer service and sales experience in financial or retail environment.
• Previous teller or cash handling experience preferred.

Responsibilities

• Accurately process transactions and educate members on the most convenient channels (in-branch, Internet Banking, mobile app, audio response, Contact Center).
• Handle large volumes of cash and assist management with daily branch tasks (ATM, TellerInfinity, branch proof).
• Open new memberships, accounts, loans, and process related transactions; refer members to partners for consultations.
• Follow all policies and procedures; use systems to cross-sell HVCU products and services.
• Acquire knowledge of products through ongoing training; train new Universal Branch Associates as needed.
• Meet or exceed individual and team goals using HVCU's Sales and Service model; support marketing programs.
• Adhere to BSA and other regulatory requirements; participate in trainings and initiatives.
• Embrace HVCU principles and contribute to teamwork and professionalism.
• Maintain regular and punctual attendance.

Skills

Customer service

Sales experience

Communication

Cash handling

Education

NYS Notary Public

NMLS Registration

NMLS License

Job description

Overview

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.

Overview

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.

Responsibilities

• Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.


• Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.


• Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.


• Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.


• Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.


• Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.


• 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required


• NYS Notary Public license achieved within 12 months of obtaining position, required


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


• Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required


• Previous Teller or cash handling experience in a financial institution or retail environment, preferred

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.