Licensed Relationship Manager

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.
• Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
• Refer members to Financial Consultant for products in excess of assigned limits.
• Support the Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
• Support the successful implementation of marketing programs and promotions.
• Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
• Accurately perform teller transactions with various negotiable and act as a teller when necessary.
• Adhere to branch safety and security practices and procedures.
• Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA).
• Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises.
• Perform additional duties and special projects as assigned.

Qualifications

• A High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required.
• Certifications: Securities Industry Essentials (SIE) Certification required, NYS Notary Public license achieved within 12 months of obtaining position required, Registration with the National Mortgage Licensing System and Registry (NMLS) required, Series 7 and 66 Certification or ability to pass within 120 days of employment.