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Financial Consultant I

Hudson Valley Federal Credit Union Mahopac, NY
  • Posted: November 14, 2019
  • Full-Time

Hudson Valley Credit Union is currently recruiting for a Financial Consultant I. The successful candidate will present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to members.

Establish value-added relationships with members and support the activities of the Senior Financial Consultant.
Meet customers' financial needs including, but not limited to, the following:
a. Funding for a secure retirement
b. Funding for children or grandchildren's education needs
c. Growth of assets above inflation and taxes
d. Protection of assets from estate taxes
Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II.
Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients.
Conduct educational seminars for members and prospective members.
Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network.
Provide branch coverage due to extended hours.
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.

Associate'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.
Series 6 or ability to pass within 90 days of employment required.
Series 63 or ability to pass within 90 days of employment required.
NYS Life and Health licenses or ability to pass within 90 days of employment required.
Medicare Certifications required.
Clean U4 required.
Minimum 1 year industry experience, preferably within a Credit Union or Financial Instituion required.
Experience in the area of alternative investments preferred

Consistently named one of the Best Companies to work for in New York, Hudson Valley Credit Union is a community chartered financial institution serving members in 12 counties along the Hudson River from the Capital Region south to the Lower Hudson River Valley. We are passionate about improving our member's financial wellbeing and thrive on delivering exceptional member service. We care for our employee family and are deeply rooted within our local communities. With our co-workers' support, valued benefits, and continuous training and development, we are motivated, high performers who excel and grow here every day. Come join us in our goal to be the Hudson Valley's first choice for a lifetime financial services partner.
We offer a highly competitive salary and benefits package including:
Medical, Dental, and Vision coverage
401(k) with employer match and non-elective employer contribution
Paid time off (PTO) and paid holidays
Flexible Spending Account (medical & dependent care)
Life Insurance
Short-Term and Long-Term Disability Insurance
Employee Assistance Program
Wellness Activity Reimbursements
Educational Assistance Program
Professional Development Programs
Discounted Loan Rates & Fees
All candidates are subject to a pre-employment background check including bondability, credit report and past employment references. All checks must be favorable for an applicant to be considered for employment.
Hudson Valley Credit Union is proud to be a CEO Gold Standard Designation award winning tobacco-free workplace.
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 law.

Requisition #: 2019-1450
External Company Name: Hudson Valley Federal Credit Union
External Company URL: www.hvfcu.org
Street: 152 Route 6, Mahopac
Telecommute: No

Hudson Valley Federal Credit Union

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