Float Relationship Advisor at Hudson Valley… · Poughkeep…

Summary: Hudson Valley Credit Union is a community-focused financial institution, and they are seeking a Float Relationship Advisor. The role involves providing high-level member service, accurately processing transactions, and establishing new member relationships while supporting various branch locations as needed.

Responsibilities:
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services
- Responsible for handling large volumes of cash and negotiable items. Assists 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 as appropriate to meet member needs
- 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 in all member interactions. 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, 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. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism
- Responsible for regular and predictable attendance including punctuality

Required Qualifications:
- 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 experience

Preferred Qualifications:
- Previous Teller or cash handling experience in a financial institution or retail environment

Required Skills: NYS Notary Public license, Cash handling, Sales experience, Transaction processing, Loan processing, Account opening, Financial products knowledge

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