Relationship Advisor — Grow Members & Cross-Sell Banking

Hudson Valley Credit Union; Town of Liberty (NY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

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 Disabilty

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver exceptional member service while processing transactions accurately and promoting cross-sell opportunities. The role emphasizes establishing new member relationships, deepening existing ones, and guiding members to relevant financial solutions.

Training and compliance with BSA and other policies are essential. The position requiresNotary Public within 12 months and NMLS registration, with prior cash handling and customer

Qualifications

• Provide high-level member service and accurate transaction processing.
• Cross-sell HVCU products and services through consultative needs-based approach.
• Open new memberships, accounts, loans and process transactions; refer to partners as needed.

Responsibilities

• Process transactions accurately and educate members on the best channels available.
• Handle large volumes of cash and assist with branch operations and proofs.
• Open memberships, accounts, loans and process related transactions; refer to financial services partners.
• Follow policies and utilize systems to support cross-selling HVCU products.

Skills

Customer service

Sales skills

Cash handling

Notary training

Cross-selling

Education

High School Diploma / GED

NYS Notary Public license

NMLS Registration

Tools

TellerInfinity

ATM operations

Internet Banking

Job description

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver exceptional member service while processing transactions accurately and promoting cross-sell opportunities. The role emphasizes establishing new member relationships, deepening existing ones, and guiding members to relevant financial solutions.

Training and compliance with BSA and other policies are essential. The position requiresNotary Public within 12 months and NMLS registration, with prior cash handling and customer