Hudson Valley Credit Union
Licensed Relationship Manager
Hudson Valley Credit Union, Poughkeepsie, New York, United States, 12603
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Relationship Manager
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Relationship Manager
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Hudson Valley Credit Union Get AI-powered advice on this job and more exclusive features. Hudson Valley Credit Union is currently recruiting for the position of Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship. Overview
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Hudson Valley Credit Union is currently recruiting for the position of Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service. Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary. Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Refer members to Financial Consultant for products in excess of assigned limits. Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members. Support the successful implementation of marketing programs and promotions.Create member awareness by discussing the features and benefits of the product/service being promoted and close sales. Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation. Accurately perform teller transactions with various negotiable and act as a teller when necessary. Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards. 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 required Certifications Securities Industry Essentials (SIE) Certification required NYS Notary Public license achieved within 12 months of obtaining position required Series 7 and 66 Certification or ability to pass within 120 days of employment Must be able to pass the FINRA background screening process. Click here to view full job description Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: HVCU University & Academy; Professional Development Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) 401(k) with employer match and non-elective employer contribution Paid time off (PTO), holidays, and community volunteer time Life, Short-Term, and Long-Term Disability Insurance Discounted Loan Rates & Fees Hudson Valley 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, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Hudson Valley Credit Union by 2x Get notified about new Relationship Manager jobs in
Poughkeepsie, NY . Fishkill, NY $80,000.00-$95,000.00 3 days ago Poughkeepsie, NY $50,000.00-$250,000.00 19 hours ago Kingston, NY $65,000.00-$75,000.00 4 months ago Poughkeepsie, NY $35,000.00-$45,000.00 4 months ago Poughkeepsie, NY $43,300.00-$93,900.00 1 week ago Account Executive- Online Division- Grand Canyon UniversityAccount Executive- Online Division- Grand Canyon UniversitySales and Business Development Manager & Marketing Division Leader New Paltz, NY $58,000.00-$65,000.00 2 weeks ago Montgomery, NY $64,410.00-$80,512.00 1 week ago Assistant Branch Manager - Heritage Park New Paltz, NY $58,000.00-$65,000.00 1 month ago Poughkeepsie, NY $90,000.00-$100,000.00 1 day ago Newburgh, NY $55,500.00-$60,000.00 5 days ago Senior Account Executive, Commercial Insurance (Hybrid NY or CT) Fishkill, NY $79,000.00-$125,000.00 17 hours ago Senior Account Executive, Commercial Insurance (Hybrid NY or CT) Kingston, NY $79,000.00-$125,000.00 17 hours ago Sales and Business Development Manager & Marketing Division Leader We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Relationship Manager
role at
Hudson Valley Credit Union 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Hudson Valley Credit Union Get AI-powered advice on this job and more exclusive features. Hudson Valley Credit Union is currently recruiting for the position of Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship. Overview
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Hudson Valley Credit Union is currently recruiting for the position of Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service. Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary. Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Refer members to Financial Consultant for products in excess of assigned limits. Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members. Support the successful implementation of marketing programs and promotions.Create member awareness by discussing the features and benefits of the product/service being promoted and close sales. Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation. Accurately perform teller transactions with various negotiable and act as a teller when necessary. Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards. 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 required Certifications Securities Industry Essentials (SIE) Certification required NYS Notary Public license achieved within 12 months of obtaining position required Series 7 and 66 Certification or ability to pass within 120 days of employment Must be able to pass the FINRA background screening process. Click here to view full job description Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: HVCU University & Academy; Professional Development Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) 401(k) with employer match and non-elective employer contribution Paid time off (PTO), holidays, and community volunteer time Life, Short-Term, and Long-Term Disability Insurance Discounted Loan Rates & Fees Hudson Valley 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, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Hudson Valley Credit Union by 2x Get notified about new Relationship Manager jobs in
Poughkeepsie, NY . Fishkill, NY $80,000.00-$95,000.00 3 days ago Poughkeepsie, NY $50,000.00-$250,000.00 19 hours ago Kingston, NY $65,000.00-$75,000.00 4 months ago Poughkeepsie, NY $35,000.00-$45,000.00 4 months ago Poughkeepsie, NY $43,300.00-$93,900.00 1 week ago Account Executive- Online Division- Grand Canyon UniversityAccount Executive- Online Division- Grand Canyon UniversitySales and Business Development Manager & Marketing Division Leader New Paltz, NY $58,000.00-$65,000.00 2 weeks ago Montgomery, NY $64,410.00-$80,512.00 1 week ago Assistant Branch Manager - Heritage Park New Paltz, NY $58,000.00-$65,000.00 1 month ago Poughkeepsie, NY $90,000.00-$100,000.00 1 day ago Newburgh, NY $55,500.00-$60,000.00 5 days ago Senior Account Executive, Commercial Insurance (Hybrid NY or CT) Fishkill, NY $79,000.00-$125,000.00 17 hours ago Senior Account Executive, Commercial Insurance (Hybrid NY or CT) Kingston, NY $79,000.00-$125,000.00 17 hours ago Sales and Business Development Manager & Marketing Division Leader We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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