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About the Role

Engage and develop Relationship Advisors to provide high-quality member service through a consultative, needs-based interaction model. Grow branch business to meet goals and support operational integrity.

Responsibilities

• Lead, coach, and develop FSRs to drive branch goal attainment and ensure high-quality service.
• Create an environment of accountability by setting clear expectations, goals, and objectives.
• Monitor branch results daily and provide regular feedback to direct reports.
• Ensure direct reports are trained on processes, product knowledge, and cross-selling credit union products and services.
• Collaborate with partners in Mortgage, Wealth Management, and Insurance to achieve organizational goals.
• Support branch operational integrity through staff coaching and reinforcement of policies and procedures.
• Assist with branch opening and closing processes as needed.
• Enhance revenue, reduce expenses, create efficient processes, and improve operations.
• Submit annual budget recommendations to the Branch Manager.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
• Participate in all required and recommended training, including Bank Secrecy Act (BSA).
• Participate on Credit Union teams, projects, and strategic initiatives.
• Perform additional duties and special projects as assigned.
• Embrace and apply HVCU’s guiding principles, including Mission, Vision, Core Values, and Lean Six Sigma practices.
• Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
• Responsible for regular and predictable attendance, including punctuality.

Requirements

• Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed.
• NYS Notary Public license achieved within 12 months of obtaining position.
• Registration with the National Mortgage Licensing System and Registry (NMLS).
• Minimum 3 years of supervisory or leadership experience in a financial institution or retail environment.
• Minimum 1 year of sales and customer service experience in a financial institution or retail environment.

Skills

• Sales management experience
• Employee development experience

Location

• Hudson Valley

Work Type

• Full-time

Experience Level

• 3+ years supervisory or leadership experience
• 1+ year sales and customer service experience

Education Level

• Bachelor's Degree or equivalent experience

Benefits

• 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

About the Company

• 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!

Equal Opportunity

• 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.