Universal Branch Associate
Company: Hudson Valley FCU
Location: Mahopac
Posted on: March 16, 2023
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Job Description:
Overview
Hudson Valley Credit Union is currently recruiting for the position
of Universal Branch Associate. 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, 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
* NYS Notary Public license achieved within 12 months of obtaining
position, 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, preferred
Why choose HVCU?
HVCU cares for our employees, members, and community. This is
exemplified through our awards-winning benefits package,
opportunities for professional advancement, commitment to DEI
(Diversity, Equity & Inclusion) amongst employees and focus on
bettering our community through charitable donations & volunteer
hours!
Employee Perks:
* Medical, Dental, and Vision coverage (coverage starting as low as
$20 per month)
* 401(k) with employer match and non-elective employer
contribution
* Paid time off (PTO), holidays, and community volunteer time
* Flexible Spending Account (medical & dependent care)
* Life, Short-Term, and Long-Term Disability Insurance
* Employee Assistance Program
* Educational Assistance Program; Student Loan Repayment & Tuition
Reimbursement
* HVCU University & Academy; professional development training
* Discounted Loan Rates & Fees
Diversity Commitment:
"At HVCU, we recognize that our greatest strength comes from the
diversity of our team, the members that we serve, and our
communities. We are committed to upholding our values of Diversity,
Equity, and Inclusion in everything we do. We celebrate and embrace
what makes each of us different and foster an environment where
everyone feels like they belong."
Hudson Valley Credit Union is an AA/EEO employer 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, the status
of being transgender, national origin, disability, military or
veteran status, genetic information, marital or familial status,
domestic violence victim status, or any other characteristic
protected by law.
Keywords: Hudson Valley FCU, Danbury , Universal Branch Associate, Other , Mahopac, Connecticut
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