Digital Relationship Advisor

About the Role

Hudson Valley Credit Union is currently recruiting for the position of Digital Relationship Advisor. The primary function of this role is to proactively call members from lists provided by management, engage in meaningful conversations, and identify opportunities to provide Credit Union products and services based on members' needs.

Responsibilities

• Onboard, welcome, and increase product penetration with new members acquired through digital/online or indirect lending channels as part of an onboarding strategy.
• Interact with members, build and enhance relationships by identifying and recommending solutions to their financial needs.
• Provide internal and external member service by responding to questions and concerns related to product information, account details, loan applications, and establishing new accounts for existing members.
• Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
• Identify, research, and resolve member issues by providing knowledgeable and professional service; escalate concerns when needed.
• Contribute to the attainment of organizational, departmental, and personal sales and service goals.
• Comply with Department Key Performance Indicators (KPIs) such as adherence to schedule, average handle time, and quality monitoring scores.
• Actively seek and implement feedback from supervisors to ensure performance expectations are met.
• Provide support to management by conducting training for new or current staff.
• Contribute to the Credit Union’s continuous improvement initiatives by suggesting enhancements to revenue, expense reduction, and operational efficiency.
• Adhere to all Credit Union policies, procedures, and regulatory requirements.
• Participate in required training, including Bank Secrecy Act (BSA) training, and demonstrate attained knowledge.
• Participate in 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 commitment to Lean Six Sigma practices.
• Maintain regular and predictable attendance, including punctuality.

Qualifications

• High School Diploma, GED, or state-authorized equivalent required.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required.
• Minimum 1 Year Experience in an Outbound Call Center preferred.
• Minimum 1 Year work history in a Credit Union or Financial Institution preferred.

Why Choose HVCU?

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!

Employee Perks

• 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

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.