Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Serve as the primary liaison between HVCU and members, delivering high-quality service through telephone and digital channels. Handle inquiries related to account management, transaction processing, and banking products. Build member relationships by identifying financial needs and recommending tailored solutions.

Responsibilities

• Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, and establishing new accounts.
• Conduct outbound calls as directed.
• Establish long-term financial relationships with members by identifying needs and recommending solutions.
• Identify, research, and resolve member issues by providing knowledgeable and professional service.
• Escalate concerns using the appropriate channels when needed.
• Contribute to the attainment of organization, department, and personal sales and service goals.
• Comply with Contact Center Key Performance Indicators (KPIs) goals such as adherence to schedule, average handle time, and quality monitoring scores.
• Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
• Communicate suggestions that will enhance revenue, reduce expenses, and/or streamline and improve operations.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
• Participate in all required and recommended training and development, including Bank Secrecy Act (BSA) training.
• Participate on Credit Union teams, projects, and strategic initiatives.
• 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.
• Maintain regular and predictable attendance, including punctuality.

Requirements

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required.
• Proven ability to quickly learn and adapt to new software tools, platforms, and digital systems.
• Demonstrated experience using productivity and collaboration tools such as Microsoft 365.
• Must have access to reliable and high speed Internet.
• Home office/work environment should be in a quiet and professional setting.
• Must be able to commute to HQ building when necessary.

Location

• Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)

Work Type

• Remote

Experience Level

• Minimum 1 Year Experience in a call center environment preferred
• Minimum 2 years Sales experience, preferably in the financial service industry preferred

Education Level

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate

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.