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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. Responsible for floating to New Windsor and Montgomery locations as needed.
Responsibilities
- Accurately process transactions.
- Educate members about convenient transaction processing methods across various channels.
- Resolve member complaints and concerns quickly and efficiently.
- Assist with member inbound calling to support the Contact Center.
- Use a needs-based sales approach to uncover and meet members’ financial needs with additional HVCU products and services.
- Handle large volumes of cash and negotiable items.
- Assist management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions.
- Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products.
- Consistently follow all applicable policies and procedures.
- Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education.
- Train new Relationship Advisors as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model.
- Support the successful implementation of marketing programs and promotions by creating member awareness.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements.
- Participate in all required and recommended training and development including Bank Secrecy Act training (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 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; or a current high school senior in possession of a certificate of satisfactory academic standing.
- NYS Notary Public license achieved within 12 months of obtaining position.
- Valid driver’s license.
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment.
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred.
Location
- New Windsor
- Montgomery
Work Type
- Full-time
Experience Level
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment
Education Level
- High School Diploma or equivalent
- NYS Notary Public license
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.