Digital Relationship Advisor

Overview

Hudson Valley Credit Union is currently recruiting for the position of Digital Relationship Advisor. Primary Function: Pro-actively call members from lists provided by management to engage in meaningful conversations that lead to new loans initiated and through cross-selling, discover opportunities to provide other Credit Union products and services based on the needs of the member.

Responsibilities

Onboard, welcome and increase product penetration with new members acquired by digital/online or indirect lending channels as part of an onboarding strategy. Interact with members and build and enhance member relationships by identifying and recommending solutions to members' financial needs. Provide internal and external member service by responding to questions and concerns related to product information, account details, loan applications, establishing new accounts for existing members, etc.

Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners. Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.

Comply with Department Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met. Provide support to management by conducting training for new or current staff.

Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations. 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 required. Registration with the National Mortgage Licensing System and Registry (NMLS) required. Minimum 1 Year Experience in an Outbound Call Center preferred. Minimum 1 Year work history in a Credit Union or Financial Institution preferred.

Click 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 b e part of a Great Place to Work! Employee Perks: 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 E mployer M atch & N on- Elective Employer Contribution Life, Short-term & Long-term Disability Insurance s 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.

Onboard, welcome and increase product penetration with new members acquired by digital/online or indirect lending channels as part of an onboarding strategy. Interact with members and build and enhance member relationships by identifying and recommending solutions to members' financial needs. Provide internal and external member service by responding to questions and concerns related to product information, account details, loan applications, establishing new accounts for existing members, etc.

Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners. Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.

Comply with Department Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met. Provide support to management by conducting training for new or current staff.

Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations. 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. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required. Registration with the National Mortgage Licensing System and Registry (NMLS) required.

Minimum 1 Year Experience in an Outbound Call Center preferred. Minimum 1 Year work history in a Credit Union or Financial Institution preferred. Click here to view full job description