
Relationship Advisor Bilingual
WAPPINGERS FALLS, NYJobSeen todaySeen in employer's feed today
Most applications go out cold — see where you stand first. No sign-up to start.
Watch jobs like this. New roles like this one near WAPPINGERS FALLS, NY, by email.
Don't just apply. Show up ready.
Olive works from this exact posting.
At a glance
Olive lists jobs from US employers, including remote roles you can work from the United States.
Requirements
Credentials this posting asks for.
Job overview
Hudson Valley Credit Union seeks a bilingual Relationship Advisor to provide member service through accurate transaction processing and consultative, needs-based sales. The role focuses on establishing new member relationships and deepening and retaining existing ones by cross-selling credit union products and services. The advisor also handles cash, opens accounts and memberships, refers members to business partners, supports branch operations, and helps meet individual and team goals.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
OverviewHudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. 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. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay stipend. 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, TellerInfinity and branch proof. * Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs. * Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services. * Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed. * Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness. * 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. 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 * Verbal and written fluency in English and Spanish, required * NYS Notary Public license achieved within 12 months of obtaining position, required * Registration with the National Mortgage Licensing System and Registry (NMLS) required * Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required * Previous Teller or cash handling experience in a financial institution or retail environment, preferredClick 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 bepart of a Great Place to Work! Employee Perks: * Base & Variable Pay Structures * Paid Personal, Holiday & Volunteer Time Off * Professional D
Similar jobs, posted recently
Open roles like this one, listed in the last 30 days.
Program Manager NF-05U.S. Military Academy · West Point, NY · $91–110K/yrPosted 2w agoPosted 2w ago
Relationship AdvisorHudson Valley Credit Union · POUGHKEEPSIE, NY
Part Time Relationship AdvisorHudson Valley Credit Union · PLEASANT VALLEY, NY
Comfort AdvisorSila Services · Kingston, NY
Relationship Banker - Yorktown Heights, Mt. Kisco and Katonah - NY Area - Spanish RequiredBank of America · Yorktown Heights, NY
You've read the whole posting — now see how you match it.