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About the Role

Provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services.

Responsibilities

• Accurately complete all types of account transactions by following organizational processes and procedures.
• Process negotiable instruments, end-of-day proof, and handle large volumes of cash.
• Provide courteous, prompt service and proactively identify member needs.
• Recommend solutions to meet member needs and refer members to HVCU platform staff, business partners, and automated services.
• Contribute to branch and individual sales and service goals.
• Adhere to branch safety and security practices and procedures, including member confidentiality and secure cash handling.
• Support marketing programs and promotions by creating member awareness and recommending products.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
• Participate in required training, including Bank Secrecy Act (BSA), and demonstrate attained knowledge.
• 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 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; or a current high school senior in possession of a certificate of satisfactory academic standing.
• Minimum 6 months Customer service and sales experience in a financial institution or retail environment preferred.

Experience Level

• 6 months customer service and sales experience preferred

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

• Join a team where your growth matters.
• Supportive, community-focused culture.
• 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.