Relationship Advisor

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.

Primary Function

Provide the highest level member service through efficient, accurate transaction processing and applying a consultative needs‑based sales approach, focused on establishing new member relationships, deepening and retaining existing relationships, and cross‑selling HVCU products and services.

Responsibilities

• Accurately process transactions.
• Educate members about the most convenient ways 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, involving other functional areas as needed.
• Assist with member inbound calling as needed to support the Contact Center.
• Use a needs‑based sales approach, asking 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.
• 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 (BSA) training, and demonstrate attained knowledge.
• Participate on Credit Union teams, projects, and strategic initiatives when 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 Lean Six Sigma practices.
• Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
• Maintain regular and predictable attendance, including punctuality.

Qualifications

• High School Diploma, GED, or state‑authorized high school equivalent; or a current high school senior with satisfactory academic standing (required).
• NY S Notary Public license achieved within 12 months of obtaining the position (required).
• Registration with the National Mortgage Licensing System and Registry (NMLS) (required).
• Minimum 1 year of customer service and sales experience in a financial institution or retail environment (required).
• Previous teller or cash‑handling experience in a financial institution or retail environment (preferred).

Benefits

• Base & variable pay structures.
• Paid personal, holiday, and volunteer time off.
• Professional development & training.
• Student loan repayment & tuition reimbursement programs.
• Medical, dental, and vision coverage.
• 401(k) with employer match & non‑elective employer contribution.
• Life, short‑term, and long‑term disability insurance.
• Discounted loan rates & fees.