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Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- Highland, NY 12528
- 4/29/25
Hudson Valley Credit Union is currently recruiting for the position of Digital Sales & Service Coach. Primary Function: leads the development and implementation of performance coaching programs across the Contact Center and Outbound Driven Initiatives teams. Conduct one-on-one observation and feedback sessions with team members for the purpose of delivering an exceptional member experience, improving consultative relationship building and referral skills with focus on expansion of existing member relationships and the acquisition of new members.
Responsibilities
- Leads the development and execution of coaching and performance strategies across the Contact Center and Outbound Driven Initiatives departments.
- Partners with Contact Center and Outbound Driven Initiatives Leaders and their respective teams to achieve growth in member primacy, consumer and business deposits, consumer and business loans and referrals to Mortgage, Wealth Management, Insurance Services and external partners for merchant processing and payroll services.
- Leads performance analytics to identify skill and capability gaps across frontline roles. Delivers insights to Contact Center and Outbound Driven Initiatives teams and collaborates with department leaders to design training solutions that strengthen employee development.
- Owns the evaluation and integration of performance data across teams, including appraisal inputs, sales effectiveness tracking, and strategic coaching outcomes to inform business decisions.
- Understand, lead and review Contact Center and Outbound Driven Initiatives activities and routines to support the achievement of performance goals.
- Participates in development and delivery of educational workshops, participates and/or leads sales-related team and sub-team projects.
- Attends staff meetings for both the Contact Center and Outbound Driven Initiatives Leaders to share insight on sales and service performance and to provide input on short- and long-term strategic initiatives and sales reward and recognition programs.
- Participates in all required and recommended training including, but not limited to, Bank Secrecy Act training (BSA) and demonstrates attained knowledge. Actively pursues and satisfactorily completes development plans.
- 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 in Business, Marketing or related field requiired.
- Minimum 8 years experience in Sales or cross-selling experience, preferably in financial service industry preferred.
- Minimum 5 years work history in Training/Coaching or Mentoring 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
- 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 in Business, Marketing or related field requiired.
- Minimum 8 years experience in Sales or cross-selling experience, preferably in financial service industry preferred.
- Minimum 5 years work history in Training/Coaching or Mentoring 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
- 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.
- Leads the development and execution of coaching and performance strategies across the Contact Center and Outbound Driven Initiatives departments.
- Partners with Contact Center and Outbound Driven Initiatives Leaders and their respective teams to achieve growth in member primacy, consumer and business deposits, consumer and business loans and referrals to Mortgage, Wealth Management, Insurance Services and external partners for merchant processing and payroll services.
- Leads performance analytics to identify skill and capability gaps across frontline roles. Delivers insights to Contact Center and Outbound Driven Initiatives teams and collaborates with department leaders to design training solutions that strengthen employee development.
- Owns the evaluation and integration of performance data across teams, including appraisal inputs, sales effectiveness tracking, and strategic coaching outcomes to inform business decisions.
- Understand, lead and review Contact Center and Outbound Driven Initiatives activities and routines to support the achievement of performance goals.
- Participates in development and delivery of educational workshops, participates and/or leads sales-related team and sub-team projects.
- Attends staff meetings for both the Contact Center and Outbound Driven Initiatives Leaders to share insight on sales and service performance and to provide input on short- and long-term strategic initiatives and sales reward and recognition programs.
- Participates in all required and recommended training including, but not limited to, Bank Secrecy Act training (BSA) and demonstrates attained knowledge. Actively pursues and satisfactorily completes development plans.
- 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
- 4/29/25
Hudson Valley Credit Union is currently recruiting for the position of Contact Ctr Spec I. Primary Function: interact with members via Contact Center delivery systems and build and enhance member relationships by identifying and recommending solutions to members' financial needs.
Responsibilities
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- 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
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
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
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
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.
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- 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
- 4/25/25

Accounts Receivable Clerk
Location: Poughkeepsie, NY
Type: Temp-to-Perm
Pay: $25 - $30 per hour
Schedule: Monday - Friday, 9:00 AM - 5:00 PM
We’re looking for an experienced Accounts Receivable Clerk to join a well-established organization in Poughkeepsie. If you have a strong background in A/R and are looking for your next opportunity, this could be a great fit.
Accounts Receivable ClerkQualifications:
- 3+ years of recent accounts receivable experience
- High attention to detail and strong organizational skills
- Experience in the legal field is highly preferred
- Solid communication and computer proficiency
What You’ll Get:
- Competitive hourly pay
- Consistent weekday hours
- Opportunity to transition to a permanent role
If you’re ready to bring your skills to a professional and supportive team, apply today. We’d love to hear from you.
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
Ethan Allen Workforce Solutions are Equal Opportunity Employers
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
- Poughkeepsie, NY 12601
- 4/24/25
Hudson Valley Credit Union is currently recruiting for the position of Float Supervisor Branch Operations. Primary Function: Engage and develop the Float Universal Associates to provide high quality member service through efficient transaction processing and successful implementation of HVCU Sales and Service Model. Responsible for traveling to fill branch leadership needs across all locations. Provide supervisory and leadership coverage to assist in the growth of the credit union and meet organizational goals.
Responsibilities
Regularly travel and provide supervisory and leadership coverage for all HVCU branch locations, in the absence of branch leadership.
Assume responsibility for the staff and daily operations of assigned branches (both standard and universal models) including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
Interview, hire, coach, and develop Float Universal Associates to ensure high-quality service to members through successful implementation of HVCU Sales and Service Model to promote the Credit Union’s full line of products and services.
Create, implement, and monitor employee performance plans. Monitor sales/cascading goals and results and conduct regular milestone meetings. Identify trends and make recommendations to ensure team goals are achieved.
Create work schedules and assignments for Float Universal Associates that minimize member wait times and maximize employee availability. Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff.
Ensure staff is well educated on marketing programs and promotions, self-service options, product knowledge and sales techniques. Schedule and oversee employee training and ensures employees complete regular refresher training.
Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the AVP Branch Operations.
- 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
- NYS Notary Public licence following 12 months achievement of independence on the job required
- Valid Drivers License is required.
- Minimum 2 Years Sales and customer service experience in a financial institution or retail environment
- Minimum 1 Year Supervisory or leadership 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
- NYS Notary Public licence following 12 months achievement of independence on the job required
- Valid Drivers License is required.
- Minimum 2 Years Sales and customer service experience in a financial institution or retail environment
- Minimum 1 Year Supervisory or leadership 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.
Regularly travel and provide supervisory and leadership coverage for all HVCU branch locations, in the absence of branch leadership.
Assume responsibility for the staff and daily operations of assigned branches (both standard and universal models) including cash/teller operations, ATM, Teller Infinity, branch proof, compliance, and security.
Interview, hire, coach, and develop Float Universal Associates to ensure high-quality service to members through successful implementation of HVCU Sales and Service Model to promote the Credit Union’s full line of products and services.
Create, implement, and monitor employee performance plans. Monitor sales/cascading goals and results and conduct regular milestone meetings. Identify trends and make recommendations to ensure team goals are achieved.
Create work schedules and assignments for Float Universal Associates that minimize member wait times and maximize employee availability. Ensure the branch traffic is managed effectively to seamlessly transition members to the appropriate area of the branch for service.
Create an environment of accountability. Set clear expectations, goals and objectives to drive results and provide consistent coaching and development to branch staff.
Ensure staff is well educated on marketing programs and promotions, self-service options, product knowledge and sales techniques. Schedule and oversee employee training and ensures employees complete regular refresher training.
Look for opportunities to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the AVP Branch Operations.
- 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
- 4/24/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- Chester, NY 10918
- 4/23/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- Newburgh, NY 12550
- 4/23/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- Brewster, NY 10509
- 4/23/25
Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function: Provide expert advice and strategic guidance on various financial matters to help members achieve their financial goals. This includes developing comprehensive financial plans, offering investment recommendations, managing risks, advising on tax-efficient strategies, preparing for retirement, and assisting with budgeting. Ensure that members can make informed decisions and optimize their financial well-being.
Responsibilities
- Establish value-added relationships with members and support the activities of the Senior Financial Consultant.
- Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes
- Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
- Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II.
- Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients.
- Conduct educational seminars for members and prospective members.
- Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network.
- Provide branch coverage due to extended hours.
- 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
- Associate’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 required
- Series 7 or ability to pass within 180 days of employment required
- Series 66 or ability to pass within 180 days of employment required
- NYS Life and Health licenses or ability to pass within 90 days of employment required
- Medicare Certifications required
- Clean U4 required
- Minimum 1 Year Industry experience, preferably within Credit Union or Financial Institution experience required
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.
- Associate’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 required
- Series 7 or ability to pass within 180 days of employment required
- Series 66 or ability to pass within 180 days of employment required
- NYS Life and Health licenses or ability to pass within 90 days of employment required
- Medicare Certifications required
- Clean U4 required
- Minimum 1 Year Industry experience, preferably within Credit Union or Financial Institution experience required
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.
- Establish value-added relationships with members and support the activities of the Senior Financial Consultant.
- Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes
- Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
- Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II.
- Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients.
- Conduct educational seminars for members and prospective members.
- Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network.
- Provide branch coverage due to extended hours.
- 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
- 4/23/25
Hudson Valley Credit Union is currently recruiting for the position of Consumer Loan Servicing Team Leader. Primary Function: Monitor the department reports, incoming emails, and Consumer Loan Servicing service event queue. Assign team members specific duties to maximize productivity and meet turnaround goals. Responsible for the specialized servicing required for Home Equity Flood Escrow Accounts and Commercial loans. Handle member escalations in the absence of the Consumer Loan Servicing Supervisor or when requested by Lending Management and other duties as assigned.
Responsibilities
- Oversee the completion of the daily tasks in Consumer Loan Servicing. Notify the Consumer Loan Servicing Supervisor of any concerns/issues for further direction.
- Monitor the Consumer Loan Servicing service event queue by assigning events to Servicing staff and other support departments as needed. This also includes the reassignment of service events to support departments that have been deemed unnecessary.
- Perform the quality control and audits of key servicing activities and report findings to Consumer Loan Servicing Supervisor.
- Responsible for the review and reconciliation of assigned Consumer Loan Servicing General Ledger Accounts.
- Responsible for partnering with the Consumer Loan Servicing Supervisor to ensure timely processing of the monthly employee loan maintenance reports from Human Resources.
- Assist the Supervisor of Consumer Loan Servicing with reviewing all SCRA maintenance completed by the Consumer Loan Servicing Specialist II’s. Assist with the monitoring of received SCRA requests and ensure they are completed promptly. Process the quarterly SCRA log audit.
- Assist Supervisor with reviewing, documenting, and approving home equity insurance claims and endorsing claims checks within authority.
- Maintain knowledge; provide training and procedural support while ensuring regulatory compliance to all Consumer Loan Servicing employees and serving as back-up to the Consumer Loan Servicing Supervisor.
- Oversee all functions pertaining to Home Equity flood escrow accounts including compliance, payments and annual escrow analysis statements.
- 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.
- Minimum 2 Years consumer loan servicing 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 required.
- Minimum 2 Years consumer loan servicing 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.
- Oversee the completion of the daily tasks in Consumer Loan Servicing. Notify the Consumer Loan Servicing Supervisor of any concerns/issues for further direction.
- Monitor the Consumer Loan Servicing service event queue by assigning events to Servicing staff and other support departments as needed. This also includes the reassignment of service events to support departments that have been deemed unnecessary.
- Perform the quality control and audits of key servicing activities and report findings to Consumer Loan Servicing Supervisor.
- Responsible for the review and reconciliation of assigned Consumer Loan Servicing General Ledger Accounts.
- Responsible for partnering with the Consumer Loan Servicing Supervisor to ensure timely processing of the monthly employee loan maintenance reports from Human Resources.
- Assist the Supervisor of Consumer Loan Servicing with reviewing all SCRA maintenance completed by the Consumer Loan Servicing Specialist II’s. Assist with the monitoring of received SCRA requests and ensure they are completed promptly. Process the quarterly SCRA log audit.
- Assist Supervisor with reviewing, documenting, and approving home equity insurance claims and endorsing claims checks within authority.
- Maintain knowledge; provide training and procedural support while ensuring regulatory compliance to all Consumer Loan Servicing employees and serving as back-up to the Consumer Loan Servicing Supervisor.
- Oversee all functions pertaining to Home Equity flood escrow accounts including compliance, payments and annual escrow analysis statements.
- 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
- 4/23/25
Hudson Valley Credit Union is currently recruiting for the position of Contact Ctr Spec I. Primary Function: interact with members via Contact Center delivery systems and build and enhance member relationships by identifying and recommending solutions to members' financial needs.
Responsibilities
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- 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
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
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
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
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.
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- 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.
- Part Time
- Immediately
- Poughkeepsie, NY 12603
- 4/23/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- 4/21/25
Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible for floating across the Brewster, Carmel, Mahopac and Cortlandt locations.
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
- Valid driver’s license 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
- Valid driver’s license 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. 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
- Mohegan Lake, NY 10512
- 4/21/25
Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible for floating across the Brewster, Carmel, Mahopac and Cortlandt locations.
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
- Valid driver’s license 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
- Valid driver’s license 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. 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
- Carmel, NY 10512
- 4/21/25
Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible for floating across the Brewster, Carmel, Mahopac and Cortlandt locations.
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
- Valid driver’s license 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
- Valid driver’s license 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. 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
- Carmel, NY 10512
- 4/21/25
Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible for floating across the Brewster, Carmel, Mahopac and Cortlandt locations.
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
- Valid driver’s license 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
- Valid driver’s license 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. 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
- Brewster, NY 10512
- 4/21/25
Hudson Valley Credit Union is currently recruiting for the position of Mortgage Loan Originator. Primary Function: sales position responsible for presenting and selling specific mortgage loan programs to members and potential members that are appropriate for their individual financial circumstances. This position assists in completing the process of obtaining a mortgage loan in accordance with Credit Union and regulatory guidelines. The Mortgage Loan Officer will be responsible for developing new business opportunities through networking, such as realtor relations, meet or exceed established member service levels, loan quality and loan production goals. Base Salary $45,000 + Commissions
Responsibilities
- Responsible for the development and maintenance of external relationships for referral sources within the community including, but not limited to, realtors, builders and other affinity groups. Utilize various techniques including cold-calling, letter writing and group presentations. Attend functions relative to the position to build rapport within the community.
- Provide excellent member service by responding to and following up on customer inquiries and leads from all sources based on HVCU’s service agreement. Responsible for managing a flexible work schedule, which allows for meeting members and potential members, as well as, networking and other relevant events.
- Recommend Credit Union mortgage loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved.
- Maintain superior knowledge of the variety of mortgage loan products and services offered and attend meetings and training programs as required by the Credit Union in order to maintain this level of experience and knowledge.
- Collect and analyze member’s financial information and assess their financial circumstances to determine whether the member and the property qualify for a particular loan; this includes member’s income, assets, investments, debts, credit history as well as characteristics of the property and other pertinent information.
- Follow up with members as necessary to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Based on member need, identify opportunities for referral to other Credit Union products and services including, but not limited to, Hudson Valley Credit Union Insurance Services, HVCU Financial Services, HVCU Business Services and HVCU branch services.
- 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
- Associate’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 required
- Bachelor’s Degree preferred
- Registration with the National Mortgage Licensing System and Registry (NMLS) required
- Valid driver’s license required
- Minimum 2 Years Experience in financial services experience required
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
- 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.
- Associate’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 required
- Bachelor’s Degree preferred
- Registration with the National Mortgage Licensing System and Registry (NMLS) required
- Valid driver’s license required
- Minimum 2 Years Experience in financial services experience required
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
- 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 the development and maintenance of external relationships for referral sources within the community including, but not limited to, realtors, builders and other affinity groups. Utilize various techniques including cold-calling, letter writing and group presentations. Attend functions relative to the position to build rapport within the community.
- Provide excellent member service by responding to and following up on customer inquiries and leads from all sources based on HVCU’s service agreement. Responsible for managing a flexible work schedule, which allows for meeting members and potential members, as well as, networking and other relevant events.
- Recommend Credit Union mortgage loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved.
- Maintain superior knowledge of the variety of mortgage loan products and services offered and attend meetings and training programs as required by the Credit Union in order to maintain this level of experience and knowledge.
- Collect and analyze member’s financial information and assess their financial circumstances to determine whether the member and the property qualify for a particular loan; this includes member’s income, assets, investments, debts, credit history as well as characteristics of the property and other pertinent information.
- Follow up with members as necessary to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Based on member need, identify opportunities for referral to other Credit Union products and services including, but not limited to, Hudson Valley Credit Union Insurance Services, HVCU Financial Services, HVCU Business Services and HVCU branch services.
- 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
- Monticello, NY 12701
- 4/18/25
Hudson Valley Credit Union is currently recruiting for the position of Mortgage Collector. Primary Function: Collect delinquent consumer, real estate and commercial loans. Communicate effectively and makes appropriate arrangements to cure delinquency in the most efficient manner
Responsibilities
• Contact residential and commercial members with a past due loan by phone, email and letters to discuss
repayment.
• Contact members regarding delinquent tax notifications and collect appropriate documentation. Meet assigned
monthly contact and promise ratios.
• Recommend deferred payments, refinance, loan consolidations and other repayment options, as needed.
• Recommend Home Equity Loans for charge off.
• Skip trace evasive members using outside resources such as credit reports, phone, address and public records.
• Recommend credit counseling when appropriate.
• 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
- Minimum 1 Year Customer service experience in a financial institution or retail environment experience required
- Minimum 6 months Previous collection experience experience 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 required
- Minimum 1 Year Customer service experience in a financial institution or retail environment experience required
- Minimum 6 months Previous collection experience experience 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.
• Contact residential and commercial members with a past due loan by phone, email and letters to discuss
repayment.
• Contact members regarding delinquent tax notifications and collect appropriate documentation. Meet assigned
monthly contact and promise ratios.
• Recommend deferred payments, refinance, loan consolidations and other repayment options, as needed.
• Recommend Home Equity Loans for charge off.
• Skip trace evasive members using outside resources such as credit reports, phone, address and public records.
• Recommend credit counseling when appropriate.
• 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
- 4/18/25
Hudson Valley Credit Union is currently recruiting for the position of Senior Commercial Lending Specialist. Primary function: Provide support to Commercial Lending Operations, including preparation of department reports and maintenance of department databases and portfolio management systems; as well as the third party due diligence process. Primarily responsible for assisting with the more complex and/or time sensitive commercial loan files, relying on extensive commercial loan processing and third party report due diligence experience to make sound decisions and recommendations. Provide support to internal and external member requests. Complete commercial loan quality control and data for various reports, including HMDA. Responsible for reconciliation of GL accounts and processing of invoices and checks received for various commercial lending functions.
Responsibilities
- Track, monitor and provide regular updates on the third party due diligence process, specifically commercial appraisal and environmental reports. To include obtaining quotes, ordering, collecting funds and processing payments for commercial appraisal and environmental reports and reviews.
- Complete commercial loan quality control and data for various reports, including HMDA.
- Prepare and regularly update required Commercial Lending department, management and Board reports. To include pipeline, watch list, portfolio, exception, SBA, UCC expiration, and various other monthly or quarterly reports.
- Responsible for overseeing the reporting, payment application, and maintenance of SBA Loans (including PPP loans), as needed.
- Oversee the distribution of HVCU Business Loan Committee packages as well as reviewing minutes for these meetings.
- Provide support to Commercial Lending staff, including tracking documents out for recording and maintaining current information for the commercial loan portfolio.
- Oversee the maintenance of complete and accurate commercial credit files as well as assisting with gathering and providing information during exams and audits. To include maintaining and updating participation loan files and participation due diligence documents.
- Primarily responsible for reconciliation of GL accounts and processing of invoices and checks received for various commercial lending functions.
- Ensure vendor management system is updated and maintained by collecting required due diligence information from vendors and submitting to the appropriate area/system.
- Provide backup support to Commercial Lending Specialist I, as needed.
- Maintain and update department procedures. To include tracking of procedure updates and changes.
- Have a strong understanding of commercial loan terminology and commercial loan ratios including debt-to income ratio, debt service coverage ratio, and loan to value ratio.
- Assist with the maintenance of all commercial loans on the loan origination/servicing system, and submit service requests, as needed.
- Provide backup coverage for commercial loan processing and administrative functions, as needed.
- Achieve goals assigned to the Senior Commercial Lending Specialist as part of the assigned departments’ annual operating plan. To include suggesting and assisting with implementing process improvements to enhance member experience and increase department efficiencies.
- 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
- Associate’s Degree, High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Bachelor's Degree preferred
- Minimum of 5 years of commercial/business lending experience required
- Knowledge of database, excel and report preparation required
Commercial loan documentation experience, in particular with appraisal and environmental reports required
Experience with Synergy/document imaging system preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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.
- Associate’s Degree, High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Bachelor's Degree preferred
- Minimum of 5 years of commercial/business lending experience required
- Knowledge of database, excel and report preparation required
Commercial loan documentation experience, in particular with appraisal and environmental reports required
Experience with Synergy/document imaging system preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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.
- Track, monitor and provide regular updates on the third party due diligence process, specifically commercial appraisal and environmental reports. To include obtaining quotes, ordering, collecting funds and processing payments for commercial appraisal and environmental reports and reviews.
- Complete commercial loan quality control and data for various reports, including HMDA.
- Prepare and regularly update required Commercial Lending department, management and Board reports. To include pipeline, watch list, portfolio, exception, SBA, UCC expiration, and various other monthly or quarterly reports.
- Responsible for overseeing the reporting, payment application, and maintenance of SBA Loans (including PPP loans), as needed.
- Oversee the distribution of HVCU Business Loan Committee packages as well as reviewing minutes for these meetings.
- Provide support to Commercial Lending staff, including tracking documents out for recording and maintaining current information for the commercial loan portfolio.
- Oversee the maintenance of complete and accurate commercial credit files as well as assisting with gathering and providing information during exams and audits. To include maintaining and updating participation loan files and participation due diligence documents.
- Primarily responsible for reconciliation of GL accounts and processing of invoices and checks received for various commercial lending functions.
- Ensure vendor management system is updated and maintained by collecting required due diligence information from vendors and submitting to the appropriate area/system.
- Provide backup support to Commercial Lending Specialist I, as needed.
- Maintain and update department procedures. To include tracking of procedure updates and changes.
- Have a strong understanding of commercial loan terminology and commercial loan ratios including debt-to income ratio, debt service coverage ratio, and loan to value ratio.
- Assist with the maintenance of all commercial loans on the loan origination/servicing system, and submit service requests, as needed.
- Provide backup coverage for commercial loan processing and administrative functions, as needed.
- Achieve goals assigned to the Senior Commercial Lending Specialist as part of the assigned departments’ annual operating plan. To include suggesting and assisting with implementing process improvements to enhance member experience and increase department efficiencies.
- 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
- 4/17/25
Hudson Valley Credit Union is currently recruiting for the position of Commercial Credit Analyst II. Primary Function: Perform in-depth commercial credit analyses, generally on the more complex or time sensitive files, on a timely basis that are consistent with HVCU format, policy and procedures, including making recommendations on approval and determining appropriate risk ratings for all types of commercial products, with little guidance from the Commercial Lending leadership team.
Responsibilities
- Perform in-depth commercial credit analyses, generally on the more complex and time sensitive files that are consistent with HVCU format, policy and procedures, comprehensive and contain thorough and relevant analysis, and are free of typographical, grammatical and mathematical errors that require limited or no editing by the Supervisor, Commercial Credit/AVP, Commercial Lending. To include identifying recurring and non-recurring sources of cash flow, the Borrower’s ability to cover debt service, and the ability of the guarantor to support the Borrower.
- Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (credit reports; lien & litigation searches, etc.) and where applicable global cash flows, covenant compliance assessments or other such analytical measures.
- Assist with loan structure and mentoring of other credit staff, on an as needed basis.
- Complete commercial credit analyses within specified deadlines.
- Maintain the Credit Union’s commercial loan portfolio by performing annual reviews, renewals, extensions and modifications on existing borrowing relationships.
- Respond to inquiries relating to his/her particular area, or to requests from other HVCU personnel, members, etc. within given timeframes and within established policy.
- Achieve goals assigned to the Credit Analyst II as part of the departments’ annual operating plan. To include initiating and implementing process improvements to enhance member experience and increase department efficiencies.
- 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 ore a related field of study; business underwriting education training required
- Minimum 5 Years Direct Commercial Credit Analysis experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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 Accounting, Finance ore a related field of study; business underwriting education training required
- Minimum 5 Years Direct Commercial Credit Analysis experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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.
- Perform in-depth commercial credit analyses, generally on the more complex and time sensitive files that are consistent with HVCU format, policy and procedures, comprehensive and contain thorough and relevant analysis, and are free of typographical, grammatical and mathematical errors that require limited or no editing by the Supervisor, Commercial Credit/AVP, Commercial Lending. To include identifying recurring and non-recurring sources of cash flow, the Borrower’s ability to cover debt service, and the ability of the guarantor to support the Borrower.
- Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (credit reports; lien & litigation searches, etc.) and where applicable global cash flows, covenant compliance assessments or other such analytical measures.
- Assist with loan structure and mentoring of other credit staff, on an as needed basis.
- Complete commercial credit analyses within specified deadlines.
- Maintain the Credit Union’s commercial loan portfolio by performing annual reviews, renewals, extensions and modifications on existing borrowing relationships.
- Respond to inquiries relating to his/her particular area, or to requests from other HVCU personnel, members, etc. within given timeframes and within established policy.
- Achieve goals assigned to the Credit Analyst II as part of the departments’ annual operating plan. To include initiating and implementing process improvements to enhance member experience and increase department efficiencies.
- 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
- 4/16/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
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
- Middletown, NY 10940
- 4/16/25
Hudson Valley Credit Union is currently recruiting for the position of Consumer Leasing Specialist. Primary Function: Responsible for being the main point of contact for all leasing items and performing relevant lease maintenance and end of lease process tasks. Handle all telephone & service request inquiries to the Consumer Lending area.
Responsibilities
- Performs tasks associated with end of lease process and maintenance. Prepares ownership transfer documents, updates post origination system, and obtains necessary documentation from lessee to complete disposition or renewal process. Reconciliation of reports and lease general ledgers.
- Acts as liason between HVCU and Credit Union Leasing of America (CULA) and provides guidance on end of lease maintenance functions.
- Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
- Works closely with Relationship Managers, Account Managers, Customers and Lease Partners to provide superior customer service.
- Handle all service requests and perform necessary functions such as research, loan maintenance, transaction processing and reconstructions in response. This includes, but is not limited to, student loan maintenance, vehicle, small business and home equity lien satisfaction documents. Meet service request turnaround goals.
- Perform all duties as a Consumer Leasing Specialist and provide technical support and training as needed.
- Responsible for all aspects of the collateral protection insurance program. In addition, pays hazard and forceplaced insurance premiums from escrow account.
- Ensure the Credit Union remains within regulatory compliance requirements by completing internal reports, vendor reports and reconciles various general ledger accounts.
- Seek to improve efficiencies and streamline operating expenses through innovative ideas for continuous improvement.
- 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
- Minimum 1 year Consumer Loan Servicing/Loan Servicing industry work history required
- Minimum 1 year Lease Servicing/Lease Loan Servicing work history 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 required
- Minimum 1 year Consumer Loan Servicing/Loan Servicing industry work history required
- Minimum 1 year Lease Servicing/Lease Loan Servicing work history 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.
- Performs tasks associated with end of lease process and maintenance. Prepares ownership transfer documents, updates post origination system, and obtains necessary documentation from lessee to complete disposition or renewal process. Reconciliation of reports and lease general ledgers.
- Acts as liason between HVCU and Credit Union Leasing of America (CULA) and provides guidance on end of lease maintenance functions.
- Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
- Works closely with Relationship Managers, Account Managers, Customers and Lease Partners to provide superior customer service.
- Handle all service requests and perform necessary functions such as research, loan maintenance, transaction processing and reconstructions in response. This includes, but is not limited to, student loan maintenance, vehicle, small business and home equity lien satisfaction documents. Meet service request turnaround goals.
- Perform all duties as a Consumer Leasing Specialist and provide technical support and training as needed.
- Responsible for all aspects of the collateral protection insurance program. In addition, pays hazard and forceplaced insurance premiums from escrow account.
- Ensure the Credit Union remains within regulatory compliance requirements by completing internal reports, vendor reports and reconciles various general ledger accounts.
- Seek to improve efficiencies and streamline operating expenses through innovative ideas for continuous improvement.
- 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
- 4/10/25
Hudson Valley Credit Union is currently recruiting for the position of Supervisor Home Equity Underwriting. Responsibilities: supervise the daily operations and staff related to the underwriting of home equity loans and lines of credit. Coordinate the workflow for assigned personnel, monitor goals to ensure excellent member service is provided and reviews processes and procedures for continuous improvement. Responsible for promoting excellence in underwriting standards and ensuring adherence to Credit Union policies, department procedures and internal guidelines.
Responsibilities
- Interview, hire, and develop home equity underwriting staff and conduct individual performance reviews. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
- Set clear expectations to monitor and coach staff contributions to Real Estate Lending department goals. Conduct regular one on one meetings with home equity underwriting staff.
- Respond to internal and external customers regarding complaints, problem resolution, home equity underwriting guideline clarification and procedural issues.
- Monitor home equity loan queues and ensure adequate
- Initiate and implement process improvement to enhance employee and member experience and increase department efficiencies.
- Participate in developing/enhancing home equity products and procedures.
- Collaborate with post-closing QC auditor and provide timely responses on errors monthly and communicate results to staff.
- Monitor underwriters’ approved loan dispositions to ensure adherence to Credit Union issued loan approval authority. Approve loans within Credit Union loan approval Conduct second review of declined home equity applications.
- Lead weekly underwriting meetings to ensure underwriting review consistency and discuss any issues or concerns.
- Perform loan origination system (LOS) update functions for home equity product guidelines, rate changes, document updates and other loan parameter changes. Coordinate testing of updates in LOS prior to production implementation.
- 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
- Associate’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 required.
- Registration with the National Mortgage Licensing System and Registry (NMLS) required.
- Minimum 2 Years consumer and/or residential mortgage underwriting experience preferred.
- Minimum 1 Year supervisory leadership or similar work 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.
- Associate’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 required.
- Registration with the National Mortgage Licensing System and Registry (NMLS) required.
- Minimum 2 Years consumer and/or residential mortgage underwriting experience preferred.
- Minimum 1 Year supervisory leadership or similar work 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, and develop home equity underwriting staff and conduct individual performance reviews. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
- Set clear expectations to monitor and coach staff contributions to Real Estate Lending department goals. Conduct regular one on one meetings with home equity underwriting staff.
- Respond to internal and external customers regarding complaints, problem resolution, home equity underwriting guideline clarification and procedural issues.
- Monitor home equity loan queues and ensure adequate
- Initiate and implement process improvement to enhance employee and member experience and increase department efficiencies.
- Participate in developing/enhancing home equity products and procedures.
- Collaborate with post-closing QC auditor and provide timely responses on errors monthly and communicate results to staff.
- Monitor underwriters’ approved loan dispositions to ensure adherence to Credit Union issued loan approval authority. Approve loans within Credit Union loan approval Conduct second review of declined home equity applications.
- Lead weekly underwriting meetings to ensure underwriting review consistency and discuss any issues or concerns.
- Perform loan origination system (LOS) update functions for home equity product guidelines, rate changes, document updates and other loan parameter changes. Coordinate testing of updates in LOS prior to production implementation.
- 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
- 4/10/25
Hudson Valley Credit Union is currently recruiting for the position of Payroll Specialist. Are you a payroll wizard with a knack for numbers and a passion for people? As our Payroll Specialist, you'll be the hero behind the scenes, ensuring our employees get paid accurately and on time, no matter where they are. You'll navigate the complexities of multi-state payroll with ease and provide top-notch support to our team.
Responsibilities
- Administer and generate an accurate and timely full-cycle, in-house, multi-state bi-weekly payroll process for the Credit Union. Process complex and advanced payroll calculations such as commissions, bonuses, incentives, awards, reimbursements and garnishments. Implement payroll, tax, wage, hour and benefit time changes. Responsible for all aspects of payroll-related record retention.
- Responsible for the integrity of the electronic timesheet systems and all applicable system controls and maintenance. Input, verify and ensure accuracy of all employee/management maintenance requests, i.e. change of status, new hire, termination, reporting structure, etc.
- Monitor and configure timely and accurate bi-directional interface export files for our internal partners.
- Prepare and file quarterly U.S. Department of Labor Multiple Worksite Report and United Way reporting in accordance with established deadlines.
- Conduct quarterly review of payroll wage and tax register and prepare and file for the secondary tax entity. Review and ensure accuracy of the quarterly and annual federal and state tax deposits. Reconcile and distribute annual W-2 forms.
- Responsible for the resolution of employee and management questions and concerns regarding payroll or timesheet entries in an effective and timely manner, pursuant to company policies and procedures. Prepare and complete all requests for documentation of payroll information from internal and external sources, as needed.
- Support internal partners with inquiries related to general ledgers and compensation budgets.
- Keep abreast of payroll and timesheet processing systems and changes in wage and tax laws. Maintain knowledge of industry trends and make recommendations regarding new processes and policies. Ensure departmental compliance with all Credit Union policies and procedures as well as Federal and State regulatory requirements.
- 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 is required.
- Associate’s Degree in Finance, Accounting or related field is preferred.
- Certified Payroll Professional certification is preferred.
- Minimum 3 Years experience required for:
- Administering an in-house, automated payroll/timesheet system experience required. (ADP/Kronos is a plus)
- Working knowledge of multi-state wage and hour laws, employee benefits, and required federal, state, and local tax filings is required.
- Processing commissions, incentives, bonuses, reimbursements, and garnishments.
- Resolution of management and employee payroll-related issues and/or concerns.
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
- 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 is required.
- Associate’s Degree in Finance, Accounting or related field is preferred.
- Certified Payroll Professional certification is preferred.
- Minimum 3 Years experience required for:
- Administering an in-house, automated payroll/timesheet system experience required. (ADP/Kronos is a plus)
- Working knowledge of multi-state wage and hour laws, employee benefits, and required federal, state, and local tax filings is required.
- Processing commissions, incentives, bonuses, reimbursements, and garnishments.
- Resolution of management and employee payroll-related issues and/or concerns.
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
- 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.
- Administer and generate an accurate and timely full-cycle, in-house, multi-state bi-weekly payroll process for the Credit Union. Process complex and advanced payroll calculations such as commissions, bonuses, incentives, awards, reimbursements and garnishments. Implement payroll, tax, wage, hour and benefit time changes. Responsible for all aspects of payroll-related record retention.
- Responsible for the integrity of the electronic timesheet systems and all applicable system controls and maintenance. Input, verify and ensure accuracy of all employee/management maintenance requests, i.e. change of status, new hire, termination, reporting structure, etc.
- Monitor and configure timely and accurate bi-directional interface export files for our internal partners.
- Prepare and file quarterly U.S. Department of Labor Multiple Worksite Report and United Way reporting in accordance with established deadlines.
- Conduct quarterly review of payroll wage and tax register and prepare and file for the secondary tax entity. Review and ensure accuracy of the quarterly and annual federal and state tax deposits. Reconcile and distribute annual W-2 forms.
- Responsible for the resolution of employee and management questions and concerns regarding payroll or timesheet entries in an effective and timely manner, pursuant to company policies and procedures. Prepare and complete all requests for documentation of payroll information from internal and external sources, as needed.
- Support internal partners with inquiries related to general ledgers and compensation budgets.
- Keep abreast of payroll and timesheet processing systems and changes in wage and tax laws. Maintain knowledge of industry trends and make recommendations regarding new processes and policies. Ensure departmental compliance with all Credit Union policies and procedures as well as Federal and State regulatory requirements.
- 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
- 4/9/25
Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible for floating between the following branches: Lagrange, Pleasant Valley, Hopewell Junction
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
- Valid driver’s license 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
- Valid driver’s license 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. 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
- 4/7/25