• Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
  
• Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
  
• 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. Utilize resources to ensure quality member service.
  
• 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.
  
• Accurately perform teller transactions with various negotiable items. 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; 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

If you are interested in a rewarding career in financial services, HVCU is looking to hire motivated, high-performers to work for a socially-conscious company with an award-winning benefits package. Consistently named one of the Best Companies to work for in New York, Hudson Valley Credit Union is a community chartered financial institution serving members in 12 counties along the Hudson River from the Lower Hudson River Valley north to the Capital Region.

We offer care for our employee family and are deeply rooted within our local communities. With our co-workers’ support, valued benefits, continuous training, professional development and growth, we are motivated, high performers who excel and grow here every day. We are passionate about improving our member’s financial well-being and thrive on delivering exceptional member service. Come join us in our mission to create successful futures for members, employees, and communities, one relationship at a time.

• Medical, Dental, and Vision coverage
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO) and paid holidays
• Flexible Spending Account (medical & dependent care)
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Employee Assistance Program
• Wellness Activity Reimbursements
• Educational Assistance Program
• Professional Development Programs
• Discounted Loan Rates & Fees