Licensed Relationship Manager
Hudson Valley Credit Union, Lagrangeville, New York, United States, 12540
Overview
Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations, including opening and closing 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 items and act as a teller when necessary.
Adhere to branch safety and security practices and procedures, including 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 required training including Bank Secrecy Act (BSA) training and demonstrate attained knowledge. Participate on Credit Union teams and special projects as assigned. Perform additional duties and special projects as needed.
Embrace and apply HVCU's guiding principles and demonstrate teamwork and professionalism in all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and Lean Six Sigma practices.
Responsible for regular and predictable attendance including punctuality.
Qualifications
High School Diploma, GED, or state-approved 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
Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!
Employee Perks:
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
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.
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Responsibilities
Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
Refer members to Financial Consultant for products in excess of assigned limits.
Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Support overall branch operations, including opening and closing 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 items and act as a teller when necessary.
Adhere to branch safety and security practices and procedures, including 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 required training including Bank Secrecy Act (BSA) training and demonstrate attained knowledge. Participate on Credit Union teams and special projects as assigned. Perform additional duties and special projects as needed.
Embrace and apply HVCU's guiding principles and demonstrate teamwork and professionalism in all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and Lean Six Sigma practices.
Responsible for regular and predictable attendance including punctuality.
Qualifications
High School Diploma, GED, or state-approved 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
Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!
Employee Perks:
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
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.
#J-18808-Ljbffr