Hudson Valley Credit Union
Relationship Advisor
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 and educate members about convenient ways to complete transactions via branch or other channels such as Internet Banking, mobile app, audio response, and Contact Center.
Resolve member complaints and concerns quickly and efficiently, involving other functional areas as needed.
Handle large volumes of cash and negotiable items; assist 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.
Consistently follow all applicable policies, procedures and regulatory agency requirements.
Utilize required programs and systems to cross‑sell 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.
Support marketing programs and promotions by creating member awareness.
Participate in all required and recommended training and development, including BSA training, and maintain knowledge.
Participate on credit union teams, projects and strategic initiatives and perform additional duties as assigned.
Adhere to guiding principles and demonstrate teamwork and professionalism.
Maintain regular and predictable attendance.
Qualifications
High School Diploma or GED; or a current senior with satisfactory academic standing (required).
NYS Notary Public license achieved within 12 months of position (required).
Minimum one 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).
Benefits
Base and variable pay structures.
Paid personal, holiday and volunteer time off.
Professional development and training.
Student loan repayment and tuition reimbursement programs.
Medical, dental and vision coverage.
401(k) with employer match and non‑elective employer contribution.
Life, short‑term and long‑term disability insurance.
Discounted loan rates and fees.
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!
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.
Location: Kingston, NY (refreshed 3 days ago).
Referrals increase your chances of interviewing at Hudson Valley Credit Union by 2x.
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Responsibilities
Accurately process transactions and educate members about convenient ways to complete transactions via branch or other channels such as Internet Banking, mobile app, audio response, and Contact Center.
Resolve member complaints and concerns quickly and efficiently, involving other functional areas as needed.
Handle large volumes of cash and negotiable items; assist 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.
Consistently follow all applicable policies, procedures and regulatory agency requirements.
Utilize required programs and systems to cross‑sell 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.
Support marketing programs and promotions by creating member awareness.
Participate in all required and recommended training and development, including BSA training, and maintain knowledge.
Participate on credit union teams, projects and strategic initiatives and perform additional duties as assigned.
Adhere to guiding principles and demonstrate teamwork and professionalism.
Maintain regular and predictable attendance.
Qualifications
High School Diploma or GED; or a current senior with satisfactory academic standing (required).
NYS Notary Public license achieved within 12 months of position (required).
Minimum one 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).
Benefits
Base and variable pay structures.
Paid personal, holiday and volunteer time off.
Professional development and training.
Student loan repayment and tuition reimbursement programs.
Medical, dental and vision coverage.
401(k) with employer match and non‑elective employer contribution.
Life, short‑term and long‑term disability insurance.
Discounted loan rates and fees.
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!
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.
Location: Kingston, NY (refreshed 3 days ago).
Referrals increase your chances of interviewing at Hudson Valley Credit Union by 2x.
#J-18808-Ljbffr