Relationship Advisor Bilingual

Hudson Valley Credit Union · Newburgh, NY · 1 mo ago

OTHRFull-time

About the Role

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. The primary function of this role is to provide the highest level of member service through efficient, accurate transaction processing and a consultative needs-based sales approach. This position focuses on establishing new member relationships, deepening and retaining existing relationships, and cross-selling HVCU products and services. Verbal and written fluency in English and Spanish is required and rewarded with a bilingual pay stipend.

Responsibilities

Accurately process transactions.
Educate members about convenient transaction methods, including Internet Banking, mobile app, audio response, and the Contact Center.
Resolve member complaints and concerns efficiently, involving other functional areas as needed.
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 Financial Services, Insurance Services, Real Estate, and Business products as needed.
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 Universal Branch Associates as needed.
Meet or exceed individual and team goals through consistent application of the HVCU Sales and Service model.
Support marketing programs and promotions by creating member awareness.
Adhere to all Credit Union policies, procedures, and regulatory requirements.
Participate in required training, including Bank Secrecy Act (BSA) training.
Participate in Credit Union teams, projects, and strategic initiatives.
Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles, including Mission, Vision, Core Values, and Lean Six Sigma practices.
Maintain regular and predictable attendance, including punctuality.

Qualifications

High School Diploma, GED, or state-authorized equivalent; or a current high school senior with a certificate of satisfactory academic standing, required.
Verbal and written fluency in English and Spanish, required.
NYS Notary Public license to be 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.

Why Choose HVCU?

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!

Employee Perks

Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees