Locations:

Full Time – Arlington/ Fishkill/ Highland/ Hopewell/ Hyde Park/ Lagrange /New Windsor

Part Time – Fishkill/Beacon/Wappinger’s

Bilingual FT – New Windsor

Overview

As a Teller with HVCU, your core responsibilities are to provide high-quality member service by accurately performing a variety of financial transactions, in addition to identifying member's needs and goals by asking questions and uncovering opportunities. Which will enable you to promote, explain and cross-sell HVCU products and services.

If you are interested in taking off your banking career, with a growing company that offers coaching, development, and employee career pathing – sign up for our virtual career fair today!

Detailed 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.

• 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.

• 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. Create member awareness by discussing the features and benefits of the product/service and recommending based on member needs.

Qualifications

• 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 following 6 months achievement of independence on the job required

• Minimum 6 months Customer service experience in a financial institution or retail environment experience required

What to prepare

• Resume

Preferred dress code

Business casual (dress pants/skirt, button down/blouse, optional tie)

What is a virtual interview?

Virtual interviews help employers connect with job seekers when they are not in the same physical location. Since hiring is a human process, employers would like to talk with you online (chat, video or phone) to see if you meet the requirements for the job.