Job Search is Manager Programming Financial Operations in Stamford, CT

Overview

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

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

Why choose HVCU?

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

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
6/13/24

Licensed Branch Associate#123217161

Overview

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.

Why choose HVCU?

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

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.

Why choose HVCU?

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

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
6/11/24

Universal Branch Associate#123218234

Overview

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

Why choose HVCU?

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

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

Why choose HVCU?

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

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
Pleasant Valley, NY 12569
6/6/24

Sr Auditor#123218235

Overview

Hudson Valley Credit Union is currently recruiting for the position of Sr Auditor. Primary Function: Perform operational, financial and compliance audits of Credit Union operations according to the annual audit plan; and review, ensuring adequacy of internal controls, compliance to government regulations, adherence to Credit Union policies and procedures, DFS and NCUA requirements, in accordance with IIA standards. Provide consulting services to Credit Union management to add value to Credit Union operations.

Responsibilities

Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
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 Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
Professional certification (CPA, CIA, CBA) preferred
Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred

Why choose HVCU?

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

Bachelor’s Degree Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
Professional certification (CPA, CIA, CBA) preferred
Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred

Why choose HVCU?

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

Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
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
6/6/24

Universal Branch Associate - Region 5#123218223

Overview

Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 5. 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. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.

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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
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

Why choose HVCU?

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

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

Why choose HVCU?

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

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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
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
6/6/24

Universal Branch Associate - Region 4#123218224

Overview

Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 4. 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. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.

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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
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

Why choose HVCU?

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

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

Why choose HVCU?

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

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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
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
6/6/24