Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.

• Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
  while defining the actions necessary to resolve inquiries promptly.
• Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
• Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
• Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
• Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
• Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
• Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
  Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts.
• Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
• Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
• Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
• Actively pursue and satisfactorily complete development plans
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

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

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

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

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
  while defining the actions necessary to resolve inquiries promptly.
• Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
• Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
• Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
• Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
• Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
• Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
  Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts.
• Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
• Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
• Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
• Actively pursue and satisfactorily complete development plans
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

Hudson Valley Credit Union is currently recruiting for the position of Supervisor Branch Operations. Primary Function: Ensure the delivery of an exceptional member experience while maintaining operational integrity of the branch. Foster employee development through training and coaching to inspire actions that increase engagement and productivity in order to meet branch and organizational goals.

• Interview, hire and develop employees. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
  
• Utilize HVCU’s coaching and development tools to provide consistently meaningful feedback to employees.
  
• Supervise the day-to-day activities of the branch, modeling the highest level of member service while processing transactions and resolving potential member issues.
  
• Ensure standard operating procedures are being followed and provide guidance and training to branch employees to resolve operational issues, exceptions and adjustments.
  
• Responsible for all aspects of branch operations including the completion of branch audits, security checks and regulatory compliance to effectively manage risk.
  
• Set clear expectations to deliver high quality service leveraging the HVCU Sales & Service model to promote the Credit Union’s products and services and support branch profitability.
  
• Look for opportunity to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the Branch Manager.
  
• Coach staff to expand the use of alternative digital delivery systems by explaining the merits of other systems such as Online Banking, Bill Pay and Contact Center.
• 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.
  

• Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
• NYS Notary Public licence following 6 months achievement of independence on the job required
• Minimum 2 Years Teller or cash handling experience in a financial institution or retail environment required
• Minimum 1 Year Supervisory or leadership experience in a financial institution or retail environment preferred

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!

Employee Perks:

• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Flexible Spending Account (medical & dependent care)
• Life, Short-Term, and Long-Term Disability Insurance
• Employee Assistance Program
• Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
• HVCU University & Academy; professional development training
• Discounted Loan Rates & Fees 

Diversity Commitment:

“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
• NYS Notary Public licence following 6 months achievement of independence on the job required
• Minimum 2 Years Teller or cash handling experience in a financial institution or retail environment required
• Minimum 1 Year Supervisory or leadership experience in a financial institution or retail environment preferred

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!

Employee Perks:

• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Flexible Spending Account (medical & dependent care)
• Life, Short-Term, and Long-Term Disability Insurance
• Employee Assistance Program
• Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
• HVCU University & Academy; professional development training
• Discounted Loan Rates & Fees 

Diversity Commitment:

“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Interview, hire and develop employees. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.
  
• Utilize HVCU’s coaching and development tools to provide consistently meaningful feedback to employees.
  
• Supervise the day-to-day activities of the branch, modeling the highest level of member service while processing transactions and resolving potential member issues.
  
• Ensure standard operating procedures are being followed and provide guidance and training to branch employees to resolve operational issues, exceptions and adjustments.
  
• Responsible for all aspects of branch operations including the completion of branch audits, security checks and regulatory compliance to effectively manage risk.
  
• Set clear expectations to deliver high quality service leveraging the HVCU Sales & Service model to promote the Credit Union’s products and services and support branch profitability.
  
• Look for opportunity to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the Branch Manager.
  
• Coach staff to expand the use of alternative digital delivery systems by explaining the merits of other systems such as Online Banking, Bill Pay and Contact Center.
• 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 VP Creative Director. Primary Function: Translate business and marketing objectives into clear omni-channel creative strategies, and turn creative outputs into revenue.

• Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.

• Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.

• Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.

• Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.

• Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.

• Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.

• Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.

• Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.

• Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets

• Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.

• Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.

• Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.

• Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.

• Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.

• 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.
  

• Bachelor’s Degree in Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
• Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required. 
• Minimum 5 years leadership experience is required.
• Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
• Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required. 

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Bachelor’s Degree in Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
• Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required. 
• Minimum 5 years leadership experience is required.
• Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
• Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required. 

Click here to view full job description

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

• HVCU University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

• Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.

• Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.

• Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.

• Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.

• Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.

• Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.

• Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.

• Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.

• Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets

• Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.

• Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.

• Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.

• Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.

• Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.

• 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.