Float Relationship Advisor

About the role

Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach. Focus on establishing new member relationships, deepening and retaining existing relationships, and cross-selling HVCU products and services. Travel to various locations within a specific cluster of branches as needed based on staffing needs. Float to various locations as needed; ask us about our float stipend.

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, and the Contact Center.
• Resolve member complaints and concerns quickly and efficiently; involve other functional areas as needed.
• Assist with member inbound calling as needed to support the Contact Center.
• Use a needs-based sales approach; ask questions to uncover ways to 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 as appropriate.
• 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 Bank Secrecy Act training (BSA), and demonstrate attained knowledge.
• Participate in 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, including 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.
• 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.
• NYS Notary Public license achieved within 12 months of obtaining the position.
• Valid driver’s license.
• Minimum 1 year of 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).

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