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About the Role

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 providing opening and closing support, 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, including 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.
Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Requirements

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Registration with the National Mortgage Licensing System and Registry (NMLS) 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.

Skills

Consultative sales approach
Needs-based sales
Investment services
Member relationship management
Cross-selling
Teller transactions
Branch operations
Teamwork
Professionalism

Location

New York

Work Type

Full-time

Experience Level

Entry-level

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 team where your growth matters.
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.