Job Search is Part Time Marketing Assistant in Poughkeepsie, NY

Overview

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

Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

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, 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

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
Chatham, NY 12037
12/16/25

Relationship Advisor#123225311

Overview

Responsibilities

Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
NYS Notary Public license achieved within 12 months of obtaining position, required
Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
Previous Teller or cash handling experience in a financial institution or retail environment, preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

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

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
Fishkill, NY 12524
12/16/25

Licensed Relationship Manager#123225290

Overview

Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.

Responsibilities

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Series 7 and 66 Certification or ability to pass within 120 days of employment
Must be able to pass the FINRA background screening process.

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Series 7 and 66 Certification or ability to pass within 120 days of employment
Must be able to pass the FINRA background screening process.

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Lagrangeville, NY 12540
12/14/25

Woodland Pond at New Paltz

Adm Asst Universal#123224819

Woodland Pond at New Paltz is Hiring!

It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.

Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Per Diem Salary Range: $24.07 - $26.07 Hourly Job Shift: Varied DescriptionResponsible to: Position Classifications: President & CEO Hourly/Non-Exempt Category 3 – Blood Borne Pathogens DIRECTLY SUPERVISES AND EVALUATES: None Is Back up to: HC Administrative Office Coordinator Is Backed up by: HC Administrative Office Coordinator Position Summary: Performs general administrative duties; and provides support to the department heads at Woodland Pond not otherwise having dedicated departmental coordinators (including: Admin, Finance, Resident Services), on a limited basis, as assigned. Specific responsibilities are expected to include: Job Responsibilities (when acting as): Unit Clerk on Skilled Nursing or Assisted Living (from Unit Clerk Job Description): Answers telephone calls, takes messages or directs calls to appropriate party For onsite MD appointments, ANY onsite location: Ensures for all appointments that the following are in order: Current and prior month MARs Resident Chart Physician Consult sheet, which MUST indicate reason for visit and clearly explain what is needed from the doc. Ensures that these packets are brought to the medical appointment office prior to the appointment Ensures that ALL in-house appointments are documented in Outlook calendar, and white board on SNF. (PT/OT/SP, MD, Dental, Podiatry, Salon) Updates and maintains, as needed (always keeps adequate supply available for staff) Blank 24 hour report forms ADL sheets, personal sheets 1 and 2 hour check sheets Daily fluid intake forms Physician consult forms AL Resident Self-Scheduled Appointment Forms Transportation Request Forms Resident emergency packets Existing resident census in AOD (change status as needed) (SNF) Admission Packets (readily available for admission nurse) Chart filing to include PT/OT/SP forms Orders office supplies and equipment through Central Supply Incident and Accident Reports (I and A’s) Ensures that all I and A’s reports for SNF are given to the HC Administrator and monitored by the HC Administrative Coordinator. Maintains all I and A’s for assisted living Receives and reviews I &A;’s from Charge Nurse and files them. Faxes reportable I & A to DOH and maintains fax confirmation for Assisted Living Logs all Assisted Living I&A;’s into tracking sheets in Excel New orders: receive from fax or returning residents, ALR only and deliver to nurses; file all in charts, once they have been processed by nurses and signed off on Care Plan Meetings: prepare MAR and TAR for the meetings from AOD (Wednesday and Thursday) Maintains PERS and wander guards, activate, and monitor devices for low batteries and preventative maintenance. Training to be provided as needed. Maintains all records that aren’t a part of the residents chart in an organized manner, for DOH. (24 hour report, hourly checks, etc.) Thins charts when necessary, keeping 6 months as required in the chart on the unit in designated file cabinet Admissions: Prepares new admission chart Adds admission packet to empty chart Adds face sheet (from AOD) to front of chart Compiles and prepares CNA documents Writes name and room # on chart binding Prepares resident bracelet: Name and room # Creates name template for room door Completes room checklist Ensures the appropriate supplies are in the room depending on gender and diagnosis, etc. Assists with AOD order entry for new admission, when necessary Incident and Accident Forms All other forms and packets as directed by Unit Manager or DON Break down discharged resident charts and gives to MDS Coordinator or ALR Case Manager, then to Medical Records Coordinator Answer phones; communicates with families, MD, lab/radiology techs, in accordance with the WP communication fundamentals Creates and maintains daily run sheets for CNA’s (SNF) and trip/appointments, checking that records are initialed by designated aide every morning before report on ALR Backs up and assists Scheduler as Needed All other duties as assigned Receptionist or Concierge (From Receptionist Job Description): Answering Phones/ Transferring calls to appropriate parties. Greeting visitors/staff in a friendly, cordial, and pleasant manner. Ensuring ALL visitors sign in (Including but not limited to physicians, consultants, contractors etc…). Direct visitors to appropriate unit / location. Maintain visitor badges. Monitoring Status Solutions/Notifying staff in an emergency. Updating daily census for entire Health Center and forwarding to billing coordinator. Updating “Report of Nursing Staff” sheet and posting. All other duties as assigned. General Admin Assistant: Performs filing regularly for all Administrative department heads listed here, and typing of correspondence. Assist with incoming and outgoing mail for the same. Assists marketing department with preparation of materials, mailings, and other administrative tasks as assigned Aides with limited administrative tasks for the Residents Council. Performs additional administrative tasks as assigned. All other duties as assigned. Qualifications High school graduate with minimum of five years of progressive business experience; bachelor’s degree preferred with two years of administrative coordination, assistant, or secretarial experience. Proficient in word processing, desktop publishing and spreadsheet software. Demonstrated knowledge of the appropriate skills for communicating with individuals of all ages, especially the geriatric population. Degree of Travel Occasional off-site meetings, seminars, and conferences. Disruption to Routine Frequent disruptions from residents and staff. Occasional after hours will be required for administrative meetings. Safety Hazards in Job Eye and position strain from work on computers. Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time I have read and understand the responsibilities of my position at Woodland Pond as outlined in this Position Description for Administrative Assistant-Universal. Qualifications

Immediately
New Paltz, NY 12561
12/13/25

Relationship Advisor Bilingual#123225280

Overview

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. 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. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay stipend.

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, required
Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
Previous Teller or cash handling experience in a financial institution or retail environment, preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

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
Verbal and written fluency in English and Spanish, 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

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
12/13/25

Licensed Relationship Manager#123225040

Overview

Hudson Valley Credit Union is currently recruiting for the position of Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.

Responsibilities

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Series 7 and 66 Certification or ability to pass within 120 days of employment
Must be able to pass the FINRA background screening process.

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required

Certifications

Securities Industry Essentials (SIE) Certification required
NYS Notary Public license achieved within 12 months of obtaining position required
Series 7 and 66 Certification or ability to pass within 120 days of employment
Must be able to pass the FINRA background screening process.

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
Accurately perform teller transactions with various negotiable and act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Chester, NY 10918
12/9/25

Mid-Hudson Valley Federal Credit Union

Mortgage Processor#123225564

Grow With Us – Mortgage Processor Opportunity Available!

We are currently seeking an experienced Mortgage Processor to join our Mortgage team. Qualified candidates should have one to three years of recent related experience.

Essential Functions & Responsibilities:

Input pertinent information from application into mortgage software (LOS and FNMA D/U) and upload member documents to Image Flow.
Review and process all mortgage application information for completeness, as well as compliance to applicable program guidelines (FNMA, FHLMC, SONYMA, Construction, and other conduit loans). Evaluate D/U findings and all application information to assure the loans meet guidelines and have proper documentation for Underwriting.
Interact with members, staff, vendors, attorneys and realtors to obtain the necessary information to properly process and submit applications to Underwriting for a decision, as well as to troubleshoot and discuss problems as they arise (ie: high ltv, etc.).
Submit loans and update loans to Underwriting with accurate data.
Assist other areas of the department as needed

Performance Measurements:

Assures member service is top priority; treats members and other employees professionally with courtesy and respect; upholds MHV Service Standards.
Develops and maintains a working knowledge of all types of mortgage products including secondary market guidelines and procedures.
Submits loans for approval with a high data integrity (accuracy) within Mortgagebot and FNMA D/U systems.
Troubleshoots problems and figures out solutions prior to submitting loans for approval/denial (contact with members, loan reps, other processors and/or underwriters may be necessary); this will require employee to be self-driven, self-motivated, and forward thinking.
Makes valid suggestions regarding improvements to processes, forms, or functions in work area.
Acts as a good team player; promotes a positive, productive and supportive work environment.
Stays abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures. Continually expands knowledge and develop skills.

Individual must have strong organizational skills, as well as excellent verbal and written communication skills. Time management and the ability to manage multiple workloads with successful results are also necessary.

Knowledge and Skills:

One year to three years of similar or related experience
(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Strong time management; ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; above-average interpersonal skills; strong computer skills (i.e., Microsoft Office)
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation. Normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Work is generally performed within an office environment, primarily in a climate controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use; standard office equipment available.

Benefits include:

Medical, Dental and Vision - with no waiting period for coverage!
401(k) with employer match and non-elective employer contribution
Paid Vacation, Sick time and Holidays
Life Insurance
Short-Term and Long-Term Disability Insurance
Employee Assistance Program
Tuition Assistance Program
Professional Development Programs
Discounted Loan Rates and Fees

Equal Employment Opportunity Commitment

Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.

Full Time
Immediately
$24.27 - $36.41 Hour
PO Box 1429, Kingston, NY 12402
12/8/25

SUNY Orange County Community College

Coordinator of FoodTEC - Part Time, Grant Funded#123225562

SUNY Orange County Community College

Coordinator of FoodTEC - Part Time, Grant Funded

The Coordinator of FoodTEC supports the management and administration of the Orange County FoodTEC Workforce Development Program and reports directly to the Executive Director. This position will help build and sustain the grant to realize and exceed established goals and outcomes. Specifically, the Coordinator of the FoodTEC Workforce Development Program will help build and enhance short-term, non-degree credential programs or course offerings to program trainees. In addition, the Coordinator will assist in facilitating and maintaining partnerships that foster and promote positive working relationships with employers, workforce development centers, education/training partners, economic development agencies, and equity partners.

The Coordinator of the FoodTEC Program will assist with student needs that may arise with regards to acceptance and registration and the food service operations related to Orange County FoodTEC programs which may include scheduling use of the FoodTEC commercial kitchen for training and rental purposes.

Travel will be required, as needed, between both the Middletown and Newburgh campuses, recruitment sites and the program job sites.

Key responsibilities include:

Assist with providing fiscal oversight, including monitoring the grant budget, following internal operational processes, and providing follow-through of all operational workflows.
Assist with and maintain program data collection, records, and evaluation of Key Performance Indicators (KPIs) and student success rates.
Coordinate marketing and outreach activities to promote the FoodTEC Program and recruit trainees.
Develop and deliver program presentations to various audiences including potential clients.
Facilitate relationships with both internal (FoodTEC, SUNY Orange, trainees, staff, and faculty) and external audiences (employers, subject-matter experts, industry advisory boards, and other external stakeholders) in support of program goals.
Coordinate all scheduling details for various program events and meetings.
Assist program trainees with the acceptance and program registration process.
Assist the Executive Director in the evaluation and the alignment of curricula and job training programs, work-based learning, and job placement.
Assist the Executive Director and the Success Coach in identifying and monitoring student supportive services, including wrap-around services (i.e., child care and any program support initiatives) during and after the skills training program.
Assist the Executive Director in labor market information analysis and environmental scanning to determine the Food, Beverage, and Hospitality industry and Workforce needs.
Assist with hiring personnel, including consultants, to support grant activities.
Attend industry, statewide, and local meetings, training sessions, professional development opportunities, and events with or in the absence of the Executive Director, as needed.
Assist with coordinating food service operations related to Orange County FoodTEC programs. Food service operations may include scheduling the usage of the FoodTEC commercial kitchen for training and space rental.
Assist the Success Coach and FoodTEC Program Instructors in the coordination and of hard and soft skills training for program trainees, as needed.

Job Requirements:
Education Required: Associate's degree or higher.

Experience Required: One year of experience in project coordination/administration.

Preferred Knowledge, Skills, Abilities and Worker Characteristics:

Bachelor's degree.
Knowledge and experience in program planning for adult learners in workforce development programs.
Administrative experience in Education, Training, or Workforce Development program management.
Ability to coordinate projects/initiatives with internal and external stakeholders.
Ability to prioritize and adapt to changing priorities and deadlines for projects and tasks.
Knowledge and understanding of Key Performance Indicators (KPIs) and metrics to support planning and decision-making, and continuously improve efforts.
Strong communication skills including public speaking, and producing high quality written reports.
A commitment to the principles of equity and inclusion and understanding of and sensitivity to diversity issues related to effective communication and interaction with persons from diverse cultural backgrounds, age ranges, social backgrounds, experience levels, etc.

Additional Information:
Deadline for Applying: Open until filled

Position begins: January 2026

Salary: $25 to $28 per hour, commensurate with experience. This is a 12-month, part-time, grant funded position and is contingent upon the continued availability of funds.

Orange County Community College does not discriminate on the basis of race, color, national origin, religion, creed, age, disability, sex, gender identification, sexual orientation, familial status, pregnancy, predisposing genetic characteristics, military status, veteran status, domestic violence victim status, criminal conviction or any other category protected by law. The College adheres to all federal and state civil rights laws prohibiting discrimination in public institutions of higher education. Inquiries regarding this non-discrimination policy may be directed to: Iris Martinez-Davis, Civil Rights Compliance Officer, 115 South Street, Middletown NY 10940, (845) 341-4662, iris.martinezdavis@sunyorange.edu.

To apply, visit http://occc.interviewexchange.com/jobofferdetails.jsp?JOBID=195005

Immediately
Middletown, NY 10940
12/5/25

Region Relationship Advisor#123225213

Overview

Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Carmel and Brewster locations as needed.

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 Relationship Advisors 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

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

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 Relationship Advisors 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
11/30/25

Region Relationship Advisor#123225214

Overview

Responsibilities

Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. 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 Relationship Advisors 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elective Employer Contribution

Life, Short-term & Long-term Disability Insurances

Discounted Loan Rates & Fees

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

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 Relationship Advisors 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
11/30/25