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FT Universal Branch Associate

Hudson Valley Federal Credit Union Mahopac Full-Time/Part-Time
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Hudson Valley Federal Credit Union is currently recruiting for a Universal Branch Associate. The successful candidate will provide the 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 HVFCU products and services. 

ESSENTIAL JOB DUTIES AND RESPONSIBILITES:

1. 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.
2. Responsible for handling large volumes of cash and negotiable items.  Assists management with daily operational tasks including operator, ATM, TellerInfity and branch proof. 
3. 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. 
4. Consistently follow all applicable policies and procedures.  Utilize required programs and systems to assist with cross selling HVFCU products and services. 
5. Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
6. Meet or exceed established individual and team goals through the consistent application of the HVFCU Sales and Service model in all member interactions.  Support the successful implementation of marketing programs and promotions by creating member awareness.
7. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises.  Identify opportunities to enhance member service through improved processes and procedures.  Recommend efficiencies to reduce expenses and enhance service.
8. Participate in all required and recommended training including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge.  Take ownership of personal plans for success and development plans.  Adhere to all Credit Union policies, procedures and regulatory agency requirements.  Embrace and apply the Credit Union’s mission, vision, value proposition and core values to all activities and responsibilities.

Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise.

1. Accountability
2. Customer Relationships and Service
3. Flexibility and Adaptability
4. Work Standards
5. Self-Directed Development
6. Addressing Customer Needs
7. Accuracy and Attention to Detail

EDUCATION, CERTIFICATION, EXPERIENCE:

1. High school diploma or equivalent certificate required.
2. NYS Notary Public license required following 6 months achievement of independence on the job.
3. Minimum 6 months customer service experience in a financial institution or retail environment preferred.
4. Previous Teller or cash handling experience preferred.


Consistently named one of the Best Companies to work for in New York, Hudson Valley Federal Credit Union is a community chartered financial institution serving members in the Dutchess, Orange, Ulster, and Putnam counties. HVFCU steadily grows; thriving on providing exceptional service and a desire to do so in an engaging and dynamic environment. Come join us in our goal to be the Hudson Valley’s first choice for a lifetime financial services partner.
We offer a great salary and benefits including:
• Health Insurance
• 401(k) with employer match
• Paid time off
• Flexible Spending Account
• Life and Disability Insurance
• Business Travel Insurance
• Discounted Loan Rates
• Discounted Fees
• Employee Assistance Program
• Educational Assistance Program
• Professional Development Programs
All candidates are subject to a pre-employment background check including bondability, credit report and past employment references. All checks must be favorable for an applicant to be considered for employment.
HVFCU is a tobacco-free workplace.
HVFCU is committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability status, protected veteran status, genetics or any other characteristic protected by law.

EDUCATION, CERTIFICATION, EXPERIENCE:

1. High school diploma or equivalent certificate required.
2. NYS Notary Public license required following 6 months achievement of independence on the job.
3. Minimum 6 months customer service experience in a financial institution or retail environment preferred.
4. Previous Teller or cash handling experience preferred.

Recommended skills

Retailing
Insurance
Sales
Transaction Processing (Business)
Financial Services
Selling Techniques
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