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About the Role

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 on convenient transaction methods.
• Resolve member complaints and concerns quickly and efficiently.
• Handle large volumes of cash and negotiable items.
• Assist management with daily operational tasks.
• Open new memberships, accounts, and loans, and process related transactions.
• Refer members to branch business partners for specialized consultations.
• Utilize required programs and systems to cross sell HVCU products and services.
• Acquire in-depth knowledge of credit union products and services.
• Train new Universal Branch Associates as needed.
• Meet or exceed individual and team goals using the HVCU Sales and Service model.
• Support marketing programs and promotions by creating member awareness.
• Adhere to all Credit Union policies, procedures, and regulatory requirements.
• Participate in required 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 Sales and Service Model.
• Support Credit Union initiatives through teamwork and professionalism.
• Maintain regular and predictable attendance and punctuality.

Requirements

• High School Diploma, GED, or equivalent certificate.
• NYS Notary Public license achieved within 12 months of obtaining position.
• Registration with the National Mortgage Licensing System and Registry (NMLS).
• Minimum 1 year of customer service and sales experience in a financial institution or retail environment.

Skills

• Customer service
• Sales
• Cash handling
• Consultative needs-based sales approach

Location

• New York

Work Type

• Full-time

Experience Level

• Minimum 1 Year

Education Level

• High School Diploma or GED

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

• Hudson Valley Credit Union offers a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.
• Join 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.