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Location

Windsor, ON | Canada

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Job description

Licensed Branch Associate

Overview


Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-located sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.

Responsibilities

»Use working expertise obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.

»Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.

»Contribute to branch and individual sales and service goals. Maintain a working expertise of HVCU products, services and systems in order to make recommendations located on member needs.

»Refer members to Financial Consultant for products in excess of assigned limits.

»Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.

»Support the prosperous implementation of marketing programs and promotions.Create member consciousness by discussing the features and benefits of the product/service being promoted and close sales.

»Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and everyday branch reconciliation.

»Accurately perform teller transactions with various negotiable and act as a teller when necessary.

»Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.

»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 expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks 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

Certifications

»Securities Industry Essentials (SIE) Certification required

»NYS Notary Public license achieved within 12 months of obtaining position required

»Series 7 and 66 Certification or capability to pass within 120 days of employment

»Must be able to pass the background screening process.



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 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 Discapability 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 candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
UNAVAILABLE

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