Licensed Relationship Manager
Hudson Valley Credit Union · Poughkeepsie, NY · 2 wk ago
Business DevelopmentFull-time
About the role
Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members.
- Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities.
- Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals.