Service Counselor & Sales Counselor

Overview
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. Responsible for floating to the Rock Hill, Liberty, Monticello, and Middletown locations as needed; ask us about our float stipend!

Responsibilities

Accurately process transactions. Educate members about the most convenient ways 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. Assist with member inbound calling as needed to support the Contact Center. Use needs‑based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.

Handle large volumes of cash and negotiable items. Assist 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 Relationship Advisors 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.

Maintain 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.

Valid driver’s license required.

Minimum 1 year customer service and sales experience in a financial institution or retail environment, required.

Previous teller or cash handling experience in a financial institution or retail environment, preferred.

Benefits

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development & Training

Student Loan Repayment & Tuition Reimbursement Programs

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non‑Elective Employer Contribution

Life, Short‑term & Long‑term Disability Insurances

Discounted Loan Rates & Fees

Hudson Valley Federal 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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

#J-18808-Ljbffr Hudson Valley Credit Union