What are the responsibilities and job description for the Financial Services Representative position at Hudson Valley Credit Union?
Hudson Valley Credit Union is seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. In this role, you will provide exceptional member service by accurately completing financial transactions, identifying member needs, and promoting HVCU products and services.
Key Responsibilities:
- Transaction Processing: Accurately complete all types of account transactions requested by members, including processing negotiable instruments and handling large volumes of cash.
- Member Service: Provide courteous, prompt service and proactively identify member needs, recommend solutions, and refer members to HVCU platform staff or automated services.
- Safety and Security: Adhere to branch safety and security practices and procedures, including maintaining confidentiality, securely handling cash and negotiable items, and physical security standards.
- Marketing and Promotions: Support the successful implementation of marketing programs and promotions by creating member awareness and recommending products when appropriate.
- Policies and Procedures: Adhere to all Credit Union policies, procedures, and regulatory agency requirements, participate in required training and development, and demonstrate knowledge.
Qualifications:
- Education: High School Diploma, General Education Development (GED) certificate, or state-authorized high school equivalent certificate; or current high school senior in possession of a certificate of satisfactory academic standing.
- Experience: Minimum 6 months of customer service and sales experience in a financial institution or retail environment preferred.
About Us:
Hudson Valley Credit Union values diversity, equity, and inclusion. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and foster an environment where everyone feels they belong.
