Relationship Advisor
: Job Details :


Relationship Advisor

Hudson Valley Federal Credit Union

Location: Pleasant Valley,NY, USA

Date: 2024-12-19T00:31:43Z

Job Description:
Hudson Valley Credit Union is currently 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. Responsibilities 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, Teller. Infinity and branch proof. Open new memberships, new accounts, new loans and process lo...Relationship, Advisor, High School, Processing, Business Partner, Member Service, Banking, Business Services
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