Your search resulted in 20 "Finance/Banking" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Finance/Banking
At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution. We’re a caring team committed to one another and our members. We are seeking an energetic and detail-oriented Full Time Member Relations Teller for our Rte 376 branch in Wappingers Falls, NY.
As a Member Relations Teller, you will be responsible for proficiently assisting members with their financial transactions, helping members with their financial fitness, and providing exceptional customer service. If you are a motivated, outgoing, team-player, who can effectively communicate with members, staff and management, we want to talk to you!
As a Full-Time Teller, you will work 40 hours/week, Mon-Sat (with a short day Saturday and shorter hours during the week).
What We're Looking For (Qualifications):
- A high school diploma or GED
- At least one (1) year of cash handling experience
- Previous Teller experience is preferred, but not required
- Must be comfortable with computers, have a basic knowledge of Windows, and be able to learn new software programs quickly
- Valid driver's license and reliable personal vehicle is strongly preferred
- Bilingual in English and Spanish is a plus!
What You'll Get (Perks & Benefits):
- Work-life balance and supportive, team-oriented environment
- Comprehensive health, dental, and vision insurance
- 401k match
- Defined benefit plan (pension)
- Paid Time Off, and more!
What You'll Do As a Teller (Responsibilities):
- Receive and process member financial transactions
- Identify opportunities and advocate for members by referring appropriate products and services
- Balance cash drawer and daily transactions
- Train on additional Member Service duties in preparation for advancement
- Travel to various branches in Dutchess County as needed
- Additional responsibilities as assigned
Pay: $17.00 - $18.94 / hour, based on experience
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $17.00 - $18.94 Hour
- Wappingers Falls, NY 12590
- 5/17/24
At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community. We are seeking an Indirect Lending Manager to join our growing team in Poughkeepsie, NY.
As the Indirect Lending Manager, you will be responsible for managing the Indirect Lending team, directing and coordinating all indirect lending activities within the department, and increasing the credit union’s portfolio of loans and other financial services. You will analyze loan requests submitted to the Indirect Lending Department and make credit decisions based on lending policy.
What We’re Looking For (Qualifications):
- 3-5 years of similar or related lending and underwriting experience
- Experience managing a team is highly desired
- Experience with indirect lending and/or automobile sales is desired
- Strong communication and relationship-building skills
- Must have a valid driver’s license and reliable vehicle
- Must have flexible availability to work some evenings and Saturdays as needed
What You’ll Get (Perks & Benefits):
- Work-life balance and supportive, team-oriented environment
- Comprehensive health, dental, and vision insurance
- 401k match
- Defined benefit plan (pension)
- 5 weeks’ Paid Time Off, and more!
What You'll Do as the Indirect Lending Manager (Responsibilities):
- Manage the Indirect Lending Department and its staff
- Analyze credit worthiness of member applications and make lending decisions
- Work with approved dealerships to ensure TEG’s Indirect Lending program requirements are met and procedures are followed
- Monitor product delivery and quality, including auditing of loan files
- Assist in developing new loan products and services and improving existing loan products and services
- Act as liaison to branches and internal departments for issues regarding lending
- Generate month-end loan department reports
Pay: $65,000 - $75,000 / year, based on experience
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $65,000 - $75,000 Year
- Poughkeepsie, NY 12601
- 5/15/24
Hudson Valley Credit Union is currently recruiting for the position of Senior Cloud Engineer. Primary Functions: Responsible for implementing, and maintaining cloud infrastructure, cloud integrations data transfers deployment of cloud-native applications, and implementing cloud security measures. Ensure appropriate policies, procedures and guidance is followed and acts as a subject matter expert to peer infrastructure and application support personnel.
Responsibilities
- Responsible for implementing, and maintaining cloud infrastructure, cloud integrations data transfers deployment of cloud-native applications, and implementing cloud security measures. Ensure appropriate policies, procedures and guidance is followed and acts as a subject matter expert to peer infrastructure and application support personnel
- Perform advanced Cloud technical planning, system integration, verification, and validation
- Guide configuration, debugging, and support for infrastructure and ensure all quality and change control standards are met regarding cloud systems.
- Plan, conduct, and technically direct projects or major phases of significant projects
- Conduct investigations and tests of considerable complexity.
- Automate infrastructure provisioning, build DevOps infrastructure and application CICD pipelines from scratch
- Develop detailed advanced technical documentation that support tasks such as system setup, configuration guidelines, and operational support
- Ensure adherence to security standards and policies in collaboration with Information Security
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree in Information Technology, Computer Science or related field is required.
Minimum 8 years' experience with entire DevOps lifecycle - Orchestration, Configuration, CI/CD, Monitoring, Security, required
- Minimum 8 year's experience as a cloud engineer, automation engineer or similar software engineering role using automation and orchestration technologies (GitHub Actions, Jenkins, CircleCI, Ansible, Azure DevOps, GitLab CI, Bitbucket Pipelines, etc.), required
Minimum 5 years' experience Proficiency in scripting and automation (e.g., PowerShell, Azure CLI), required
Minimum 5 years' Leadership experience in an IT environment, including managing relationships with internal partners and external vendors, required
Minimum 5 years' experience with public cloud platforms such as Amazon Web Services, Microsoft Azure, Google Cloud Platform, Digital Ocean, etc, required
Minimum 2 years' experience Managing designing, building, deploying, and running web applications and application programming interfaces in an enterprise environment, preferred
Minimum 2 years' Creating and executing strategy & roadmaps, preferred
Previous experience in financial services industry preferred
Click here for a full view of the job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Information Technology, Computer Science or related field is required.
Minimum 8 years' experience with entire DevOps lifecycle - Orchestration, Configuration, CI/CD, Monitoring, Security, required
- Minimum 8 year's experience as a cloud engineer, automation engineer or similar software engineering role using automation and orchestration technologies (GitHub Actions, Jenkins, CircleCI, Ansible, Azure DevOps, GitLab CI, Bitbucket Pipelines, etc.), required
Minimum 5 years' experience Proficiency in scripting and automation (e.g., PowerShell, Azure CLI), required
Minimum 5 years' Leadership experience in an IT environment, including managing relationships with internal partners and external vendors, required
Minimum 5 years' experience with public cloud platforms such as Amazon Web Services, Microsoft Azure, Google Cloud Platform, Digital Ocean, etc, required
Minimum 2 years' experience Managing designing, building, deploying, and running web applications and application programming interfaces in an enterprise environment, preferred
Minimum 2 years' Creating and executing strategy & roadmaps, preferred
Previous experience in financial services industry preferred
Click here for a full view of the job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Responsible for implementing, and maintaining cloud infrastructure, cloud integrations data transfers deployment of cloud-native applications, and implementing cloud security measures. Ensure appropriate policies, procedures and guidance is followed and acts as a subject matter expert to peer infrastructure and application support personnel
- Perform advanced Cloud technical planning, system integration, verification, and validation
- Guide configuration, debugging, and support for infrastructure and ensure all quality and change control standards are met regarding cloud systems.
- Plan, conduct, and technically direct projects or major phases of significant projects
- Conduct investigations and tests of considerable complexity.
- Automate infrastructure provisioning, build DevOps infrastructure and application CICD pipelines from scratch
- Develop detailed advanced technical documentation that support tasks such as system setup, configuration guidelines, and operational support
- Ensure adherence to security standards and policies in collaboration with Information Security
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/15/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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.
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.
- 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 established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. 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, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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.
- 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 established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. 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, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/15/24
A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
Exciting Opportunity for a Junior Accountant!
Are you a recent accounting graduate with a passion for numbers and a knack for Excel? Look no further! We're currently seeking a Junior Accountant to join our team in Milton, NY, offering a temp-to-perm opportunity with a competitive salary range of $25 to $30 per hour.
Position: Junior Accountant
Location: Milton, NY
Type: Temp-to-Perm
Hourly Rate: $25/hr - $30/hr
Junior Accountant Requirements:
- Bachelor's degree in Accounting or related field
- Proficiency in Excel (formulas, pivot tables, VLOOKUPs, etc.)
Junior Accountant Responsibilities:
- Assist with day-to-day accounting tasks
- Prepare and analyze financial reports
- Reconcile bank statements and accounts
- Support senior accounting staff as needed
Perks & Benefits:
- Opportunity for permanent placement based on performance
- Competitive hourly rate
- Gain valuable experience in a supportive environment
- Potential for growth and advancement within the company
If you're ready to kick-start your career in accounting and excel in a dynamic work environment, apply now and take the first step toward a rewarding career path with us!
Why choose Ethan Allen Workforce Solutions? We often have the “inside scoop” on new jobs that are not posted elsewhere. That’s because our clients come to us first because they know we have a large database of qualified candidates. When working with us, we can assure you that you will be provided with the first access to great opportunities!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$30 Hour
- Milton, NY 12547
- 5/13/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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.
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.
- 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 established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. 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, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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.
- 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 established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. 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, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 5/13/24
Hudson Valley Credit Union is currently recruiting for the position of Director of Commercial Lending Originations. Primary Function: Drive all loan volume and manage commercial loan officers. Responsible for designing and implementing a strategic sales plan that expands Hudson Valley Credit Union's member base and that ensures a strong presence. Anticipated Salary Range: $145,000 - $170,000
Responsibilities
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/13/24
Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
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 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.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- 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
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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 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.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Chester, NY 10918
- 5/12/24
Hudson Valley Credit Union is currently recruiting for the position of FSR I. Primary Function: process a complete range of branch services for retail and business members, including opening new loans and accounts, processing transactions, and cross selling credit union products and services. Use a needs based sales approach to establish new memberships, make referrals to business partners, deepen member relationships and retain members.
Responsibilities
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- 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. Utilize resources to ensure quality member service.
- 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 items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- 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. Utilize resources to ensure quality member service.
- 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 items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Lagrangeville, NY 12540
- 5/10/24