Region Relationship Advisor

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 to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Hyde Park and New Paltz locations as needed; ask us about our float 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.
• 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.
• 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 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.
• Responsible for regular and predictable attendance including punctuality.