Region 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, including floating to the Hyde Park and New Paltz locations (ask us about our float stipend).

Responsibilities

• Accurately process transactions.
• Educate members about convenient transaction methods in-branch and through other channels such as Internet Banking, mobile app, audio response, and the Contact Center.
• Resolve member complaints and concerns quickly and efficiently, involving other functional areas as needed.
• Assist with member inbound calling to support the Contact Center.
• Use a needs-based sales approach to uncover and 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, accounts, and 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.
• 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 consistent application of the HVCU Sales and Service model.
• 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 required and recommended training, including Bank Secrecy Act (BSA) training, and demonstrate attained knowledge.
• Participate in Credit Union teams, projects, and strategic initiatives as opportunities arise.
• Perform additional duties and special projects as assigned.
• Embrace and apply HVCU’s guiding principles, including the Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices.
• Support Credit Union 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 current high school senior with 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 and variable pay structures.
• Paid personal, holiday, and volunteer time off.
• Professional development and training.
• Student loan repayment and tuition reimbursement programs.
• Medical, dental, and vision coverage.
• 401(k) with employer match and non-elective employer contribution.
• Life, short-term, and long-term disability insurances.
• Discounted loan rates and fees.