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About the Role

Assist members and potential members with their Credit Union needs by explaining services, setting up new accounts, responding to problems, and directing members to the appropriate people. Cross-sell products and services, perform loan originations and funding, and perform all teller functions while adhering to credit union policy, regulatory compliance, and the Bank Secrecy Act.

Responsibilities

• Assist members and business account owners with opening and closing accounts following the Connect process.
• On-board new members and answer questions about products and services.
• Resolve member issues within authority and ensure needs are met promptly.
• Actively sell and promote financial products and services to meet member needs and achieve goals.
• Utilize CRM to track all sales activities.
• Interview credit applicants and originate consumer loan products.
• Identify and pursue loan cross-sale opportunities.
• Adhere to loan follow-up standards and utilize tools to acquire loan leads.
• Book approved loans and complete the funding process.
• Assist members with transaction processing through remote channels as an MSR Teller.
• Perform first-line maintenance of equipment (PT, ITM, ATM, TCD, TCR).
• Reconcile and settle equipment and maintain the privacy of member account information.
• Possess a comprehensive understanding of all credit union products and services.
• Serve as a Notary Public as needed.
• Refer complex problems to the Lead MSR and/or Branch Manager with solution recommendations.
• Maintain appropriate records and prepare required reports accurately and timely.
• Comply with all credit union policies and procedures, including branch security and regulatory compliance guidelines.

Requirements

• One to three years of similar or related experience.
• Personal contact with others inside and/or outside the organization for conflict resolution, relationship building, and soliciting cooperation.
• Discussions involving a higher degree of confidentiality and discretion, requiring diplomacy and tact.
• Strong time management skills.
• Ability to manage multiple workloads with successful results.
• Ability to work independently.
• Organizational skills.
• Excellent verbal and written communication skills.
• Listening skills.
• Problem analysis and problem resolution skills.
• Above average interpersonal skills.
• Strong computer skills (i.e., Microsoft Office).
• Ability to bend, sit, and stand for primarily sedentary work with limited physical exertion.
• Occasional lifting of up to 50 lbs.
• Capability to climb/descend stairs in an emergency.
• Normal range of vision and hearing abilities.
• Ability to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
• Ability to perform job functions independently or with limited supervision.
• Ability to work effectively either on own or as part of a team.
• Ability to read and carry out various written instructions and follow oral instructions.
• Ability to complete basic mathematical calculations.
• Ability to spell accurately.
• Understanding of computer basics.
• Ability to speak clearly and deliver information in a logical and understandable sequence.
• Ability to deal calmly and professionally with numerous different personalities from diverse cultures.
• Demonstrate highest levels of customer service and discretion when dealing with the public.
• Ability to perform responsibilities with composure under stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
• Ability to effectively handle multiple, simultaneous, and changing priorities.
• Capability of exercising highest level of discretion on both internal and external confidential matters.
• Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential.
• Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.

Skills

• Microsoft Office
• Computer basics
• Customer service
• Sales
• Loan origination
• Teller functions
• Communication
• Interpersonal skills
• Time management
• Organizational skills
• Problem analysis
• Problem resolution

Location

• Red Hook Branch

Work Type

• Full-time
• Rotating shifts
• Saturdays

Experience Level

• 1-3 years of experience

Education Level

• High school education or GED

Benefits

• Medical, Dental and Vision - with no waiting period for coverage
• 401(k) with employer match and non-elective employer contribution
• Paid Vacation, Sick time and Holidays
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Employee Assistance Program
• Tuition Assistance Program
• Professional Development Programs
• Discounted Loan Rates and Fees

About the Company

• Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer.

Equal Opportunity

• MHV is an Equal Opportunity Employer.
• It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law.
• Reasonable accommodation is provided in compliance with state and federal law.
• Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.