Most Popular Hartford - New Haven - Fairfield Area Job Postings

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.

• 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.
  

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

Click here to view full job description

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 

• 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 Federal 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

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.
  
• 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.
  

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. 

• 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.
  

• 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

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 

• 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 Federal 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
• 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

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.
  
• 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.
  

Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant Mass Market. Primary Function: Present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to the members. Base salary $70,000 + commission

• Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
• Drive successful member outcomes by assisting new and existing mass market members through active communication.
• Responsible for meeting and exceeding established revenue goals.
• Strengthen relationships with existing top-tier HVCU Financial Services clients (A&B) and brings in additional outside assets from these clients.
• Serve as the main point of contact to facilitate trades throughout the transaction process by supporting members with their financial needs.
• Develop expertise on all investment products.
• Liaise with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market.
• Host webinars for members.
• Maintain and record detailed notes including next steps/follow-ups during member calls.
• Build excellent working relationships across multiple lines of business and corporate functions to enhance
  member experience.
• Develop new processes to further automate member workflows and create a seamless experience.
• Additional responsibilities will be determined based on capacity, skill, and interest.
• 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.
  

• Bachelors Degree in Finance or Buisness Administration is required. 
• FINRA Registrations SIE, Series 7, 66 required within 6 months of hire.
• Minimum 3 Years Industry experience, preferably within Credit Union or Financial Institution experience required.

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 

• 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 Federal 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. 

• Bachelors Degree in Finance or Buisness Administration is required. 
• FINRA Registrations SIE, Series 7, 66 required within 6 months of hire.
• Minimum 3 Years Industry experience, preferably within Credit Union or Financial Institution experience required.

Click here to view full job description

• Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
• Drive successful member outcomes by assisting new and existing mass market members through active communication.
• Responsible for meeting and exceeding established revenue goals.
• Strengthen relationships with existing top-tier HVCU Financial Services clients (A&B) and brings in additional outside assets from these clients.
• Serve as the main point of contact to facilitate trades throughout the transaction process by supporting members with their financial needs.
• Develop expertise on all investment products.
• Liaise with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market.
• Host webinars for members.
• Maintain and record detailed notes including next steps/follow-ups during member calls.
• Build excellent working relationships across multiple lines of business and corporate functions to enhance
  member experience.
• Develop new processes to further automate member workflows and create a seamless experience.
• Additional responsibilities will be determined based on capacity, skill, and interest.
• 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 Payment Operations Representative I. Primary Function: Support end‑to‑end electronic payment processing by operating ACH, wire, check, and related payment systems with a focus on accuracy, timeliness, and exception resolution. Provide responsive service to internal teams and members while coordinating with third‑party partners to resolve issues efficiently.

• Execute daily ACH processing, including file validation, transmission, and system report review to ensure accuracy and timeliness.
• Perform routine ACH activities such as returns, reversals, death notices, and reclamations in accordance with established procedures.
• Process incoming and outgoing wire transactions by following documented controls and regulatory requirements.
• Complete exception processing for share draft and ACH postings, payroll items, and stop payments using approved internal and third party systems.
• Prepare and distribute standard member notifications and maintain accurate records, logs, and reports to support compliance and audits.
• Provide timely, courteous support to internal teams and members by resolving routine inquiries and escalating issues as appropriate.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
• AAP Accreditation preferred
• Minimum 1 Year Work history Credit Union or financial institution required
• Payment Operations 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 

• 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 Federal 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
• AAP Accreditation preferred
• Minimum 1 Year Work history Credit Union or financial institution required
• Payment Operations experience preferred

Click here to view full job description

• Execute daily ACH processing, including file validation, transmission, and system report review to ensure accuracy and timeliness.
• Perform routine ACH activities such as returns, reversals, death notices, and reclamations in accordance with established procedures.
• Process incoming and outgoing wire transactions by following documented controls and regulatory requirements.
• Complete exception processing for share draft and ACH postings, payroll items, and stop payments using approved internal and third party systems.
• Prepare and distribute standard member notifications and maintain accurate records, logs, and reports to support compliance and audits.
• Provide timely, courteous support to internal teams and members by resolving routine inquiries and escalating issues as appropriate.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  
• Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  
• Responsible for regular and predictable attendance including punctuality.
  

Hudson Valley Credit Union is currently recruiting for the position of Senior Corporate Strategy Advisor. Primary Function: Shapes and advances the long-term strategic direction of the credit union. Partners with senior leaders across business units to identify growth opportunities, evaluate emerging industry trends, and guide enterprise-wide transformation initiatives. Acts as an internal consultant and trusted advisor, providing data-driven insights, facilitating strategic decision-making, and ensuring alignment between enterprise priorities and the credit union's mission of delivering long-term member value

• Partner with leadership to develop, refine, and track enterprise strategic plans.
• Conduct market, member, and competitor analysis to identify risks, opportunities, and emerging trends.
• Develop business cases, financial models, and strategic recommendations for new initiatives, partnerships, and growth opportunities.
• Translate complex analysis into clear, concise narratives and recommendations for executive management and board-level audiences.
• Serve as a trusted advisor to senior leaders on enterprise priorities and transformation initiatives.
• Support the design and execution of cross-functional initiatives that drive efficiency, innovation, and measurable member impact.
• Support workshops, strategic off-sites, and decision-making sessions with executives and stakeholders.
• Provide thought partnership and support on organizational change, strategic frameworks, and financial services best practices.
• Recommend and monitor KPIs and success metrics to track progress against strategic objectives.
• Partner with Finance, Risk, and Business Intelligence teams to ensure alignment of strategic and financial planning.
• Support enterprise portfolio management by helping to prioritize initiatives and allocate resources toward the highest-impact projects.
• Act as a connector between enterprise strategy, business units, and enabling functions such as Transformation Office, PMO, and CUSO partners.
• Provide support and peer mentorship that contributes to the growth of internal consulting and advisory capabilities across the organization.
• 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 Business, Finance, Economics or related field required. Masters preferred.
• Minimum 7 Years experience in corporate strategy, management consulting, financial services, or related strategic roles required.
• Strong business acumen with demonstrated ability to analyze complex data, develop insights, and communicate clear recommendations required. 
• Proven success facilitating executive-level discussions and influencing senior decision-makers required.
• Experience driving cross-functional initiatives in large, complex organizations required.
• Knowledge of credit union or broader financial services industry preferred.
• Project Management (PMP), Lean Six Sigma, or Change Management (Prosci) 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 

• 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 Federal 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. 

• Bachelor’s Degree in Business, Finance, Economics or related field required. Masters preferred.
• Minimum 7 Years experience in corporate strategy, management consulting, financial services, or related strategic roles required.
• Strong business acumen with demonstrated ability to analyze complex data, develop insights, and communicate clear recommendations required. 
• Proven success facilitating executive-level discussions and influencing senior decision-makers required.
• Experience driving cross-functional initiatives in large, complex organizations required.
• Knowledge of credit union or broader financial services industry preferred.
• Project Management (PMP), Lean Six Sigma, or Change Management (Prosci) preferred. 

Click here to view full job description

• Partner with leadership to develop, refine, and track enterprise strategic plans.
• Conduct market, member, and competitor analysis to identify risks, opportunities, and emerging trends.
• Develop business cases, financial models, and strategic recommendations for new initiatives, partnerships, and growth opportunities.
• Translate complex analysis into clear, concise narratives and recommendations for executive management and board-level audiences.
• Serve as a trusted advisor to senior leaders on enterprise priorities and transformation initiatives.
• Support the design and execution of cross-functional initiatives that drive efficiency, innovation, and measurable member impact.
• Support workshops, strategic off-sites, and decision-making sessions with executives and stakeholders.
• Provide thought partnership and support on organizational change, strategic frameworks, and financial services best practices.
• Recommend and monitor KPIs and success metrics to track progress against strategic objectives.
• Partner with Finance, Risk, and Business Intelligence teams to ensure alignment of strategic and financial planning.
• Support enterprise portfolio management by helping to prioritize initiatives and allocate resources toward the highest-impact projects.
• Act as a connector between enterprise strategy, business units, and enabling functions such as Transformation Office, PMO, and CUSO partners.
• Provide support and peer mentorship that contributes to the growth of internal consulting and advisory capabilities across the organization.
• 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.