Relationship Advisor

Hvcu; Town of Montgomery (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Tax

Professional Development & Training

Student Loan Repayment & Tuition Reimb

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elect

Life, Short-term & Long-term Insurance

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is recruiting for a Relationship Advisor to deliver superior member service, process transactions accurately, and apply a consultative needs-based sales approach to grow member relationships in the Hudson Valley region.

The role emphasizes cross-selling products, opening new memberships and accounts, resolving issues promptly, and adhering to policies with ongoing product knowledge through training. Cash handling and strong communication are valued.

Qualifications

• High school diploma or GED required or equivalent.
• Notary license not specified; NMLS registration mentioned as requirement.
• Minimum 1 year customer service and sales experience in financial or retail setting.
• Teller or cash handling experience preferred.

Responsibilities

• Accurately process transactions and educate members on channels.
• Use needs-based sales approach to cross-sell products.
• Open memberships, accounts, and loans; refer to partners as needed.
• Follow policies and participate in required training including BSA.
• Support branch operations and assist with inquiries from members.
• Maintain attendance and contribute to team goals.

Skills

Customer service

Sales experience

Cash handling

Communication

Education

High School Diploma or GED

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.

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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
• 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 Relationship Advisors 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

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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.