Universal Branch Associate

Universal Branch Associate

27 Mar 2024
New York, Poughkeepsie, 12601 Poughkeepsie USA

Universal Branch Associate

OverviewHudson 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. ResponsibilitiesAccurately 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. QualificationsHigh 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, requiredPrevious Teller or cash handling experience in a financial institution or retail environment, preferred Why choose HVCU?HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.Employee Perks:HVCU University & Academy; Professional Development TrainingStudent Loan Repayment & Tuition Reimbursement ProgramsMedical, Dental, and Vision coverage (coverage starting as low as $20 per month)401(k) with employer match and non-elective employer contributionPaid time off (PTO), holidays, and community volunteer timeLife, Short-Term, and Long-Term Disability InsuranceDiscounted Loan Rates & Fees 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 lawMinimum Salary: 31200.00

Maximum Salary: 31200.00

Salary Unit: Yearly

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  • LOCATION 2576 South Road Poughkeepsie NY US 12603 Overview

  • OverviewHudson Valley Credit Union is currently recruiting for the position of Supervisor Branch Operations. Primary Function: Ensure the delivery of an exceptional member experience while maintaining operational integrity of the branch. Foster employee development through training and coaching to inspire actions that increase engagement and productivity in order to meet branch and organizational goals. ResponsibilitiesInterview, hire and develop employees. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors.Utilize HVCU\'s coaching and development tools to provide consistently meaningful feedback to employees.Supervise the day-to-day activities of the branch, modeling the highest level of member service while processing transactions and resolving potential member issues.Ensure standard operating procedures are being followed and provide guidance and training to branch employees to resolve operational issues, exceptions and adjustments.Responsible for all aspects of branch operations including the completion of branch audits, security checks and regulatory compliance to effectively manage risk.Set clear expectations to deliver high quality service leveraging the HVCU Sales & Service model to promote the Credit Union\'s products and services and support branch profitability.Look for opportunity to enhance revenue, reduce expenses, create efficient processes and improve operations. Submit annual budget recommendations to the Branch Manager.Coach staff to expand the use of alternative digital delivery systems by explaining the merits of other systems such as Online Banking, Bill Pay and Contact Center.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. QualificationsAssociate\'s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required NYS Notary Public licence following 6 months achievement of independence on the job required Minimum 2 Years Teller or cash handling experience in a financial institution or retail environment required Minimum 1 Year Supervisory or leadership 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 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 contributionPaid time off (PTO), holidays, and community volunteer timeFlexible Spending Account (medical & dependent care)Life, Short-Term, and Long-Term Disability InsuranceEmployee Assistance ProgramEducational Assistance Program; Student Loan Repayment & Tuition ReimbursementHVCU University & Academy; professional development trainingDiscounted 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.\"

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