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.

• 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.

• 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

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
• 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

• 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.

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.

• 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.

• 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

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
• 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

• 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.

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.

• 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.
  

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

Certifications

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

Click here to view full job description

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 required

Certifications

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

Click here to view full job description

• 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.
  

Hudson Valley Credit Union is currently recruiting for the position of Teller I Bilingual. Primary Function: provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about the bilingual pay stipend. 

• Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
  
• Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
  
• Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
  
• Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
  
• 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.
  

• 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
• Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Click here to view full job description

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
• Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Click here to view full job description

• Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
  
• Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
  
• Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
  
• Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
  
• 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.
  

Hudson Valley Credit Union is currently recruiting for the position of Wealth Managemetn Administrative Assistant. Primary Function: Provide administrative and clerical support to the Wealth Management office. Handle all administrative activities for the VP of Financial Services, AVP Operations, and Sales Assistants.

• Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
• Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
• Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
• Manage and order Wealth Management department supplies.  Organize and maintain Wealth Management supply room.
• Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
• Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
• Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
• 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.
  

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
• Series 6 or ability to attain within 6 months is preferred.
• Series 63 or ability to attain within 6 months is preferred. 
• Minimum 1 Year Administrative experience, preferably in a financial institution experience is  preferred. 

Click here to view full job description

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 required
• Series 6 or ability to attain within 6 months is preferred.
• Series 63 or ability to attain within 6 months is preferred. 
• Minimum 1 Year Administrative experience, preferably in a financial institution experience is  preferred. 

Click here to view full job description

• Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
• Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
• Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
• Manage and order Wealth Management department supplies.  Organize and maintain Wealth Management supply room.
• Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
• Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
• Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
• 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.