Job Opportunity: FSR III:
OverviewHudson Valley Credit Union is currently recruiting for the position of FSR III. Primary Function: process a complete range of branch services for retail and business members, including opening new loans and accounts, processing transactions, and cross selling credit union products and services. Use a needs located sales approach to establish new memberships, make referrals to business partners, deepen member relationships and retain members.
Responsibilities» Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs located sales approach, ask questions to uncover ways to meet members' financial needs with additional HVCU products and services.
» Responsible for engaging members both in person and through member care calls to help meet their financial goals and needs. Actively sell and promote the Credit Union's full line of traditional financial services and licensed branch employee product offerings. Refer members and clients to HVCU Financial Services Financial Consultant for products in excess of individually assigned limits.
» Contribute to branch and individual sales and service goals. Maintain a working expertise of HVCU products, services and systems in order to make recommendations located on member needs. Utilize resources to ensure quality member service .
» Support the prosperous implementation of marketing programs and promotions. Create member consciousness by discussing the features and benefits of the product/service being promoted and close sales.
» Assist Financial Services Consultant with informational meetings, and communicate information about financial service options
» 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 expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks 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.
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 achieved within 12 months of obtaining position required
» Series 6 and 63 or capability to pass within 120 days of employment required
» Minimum 2 Years Financial Services industry practice, preferably within a banking or credit union environment practice required
» Minimum 1 Year Customer service and sales practice in a financial institution or retail environment practice required
If you are interested in a compensateing 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 prosperous futures for members, employees, and communities, one relationship at a time.
As an employee, you will be eligible for
» 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 Discapability Insurance
» Employee Assistance Program
» Wellness Activity Reimbursements
» Educational Assistance Program
» Professional Development Programs
» Discounted Loan Rates & Fees
Hudson Valley Credit Union is proud to be a CEO Gold Standard Designation award winning tobacco-free workplace.
All candidates are subject to a pre-employment background check including bondcapability, credit report and past employment references. All checks must be favorable for an applicant to be considered for employment.
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.