Financial Consultant I

Overview

Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function : Present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to members. Salary : $60,000 + Uncapped Commissions. Come join a growing team with unlimited earning potential and excellent advancement opportunities!

Responsibilities

• 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.

Qualifications

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Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Employee Perks :

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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.