Relationship Advisor

About the role

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. 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!

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, the Contact Center, etc.
• Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
• Responsible for handling large volumes of cash and negotiable items.
• Assists 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 to meet member needs.
• Consistently follow all applicable policies and procedures.
• Utilize required programs and systems to assist with cross selling HVCU products and services.
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