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Hudson Valley Credit Union · 21 hours ago

Financial Consultant Mass Market

Poughkeepsie, NY

Full-time

Onsite

Mid Level

$70K/yr - $70K/yr

3+ years exp

Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant Mass Market. The role involves presenting members with a range of financial services and investment products while ensuring exceptional service and achieving revenue goals.

BankingCreditFinancial ServicesInsurance

Responsibilities

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

Drive successful member outcomes by assisting new and existing mass market members through active communication

Responsible for meeting and exceeding established revenue goals

Strengthen relationships with existing top-tier HVCU Financial Services clients (A&B) and brings in additional outside assets from these clients

Serve as the main point of contact to facilitate trades throughout the transaction process by supporting members with their financial needs

Develop expertise on all investment products

Liaise with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market

Host webinars for members

Maintain and record detailed notes including next steps/follow-ups during member calls

Build excellent working relationships across multiple lines of business and corporate functions to enhance member experience

Develop new processes to further automate member workflows and create a seamless experience

Additional responsibilities will be determined based on capacity, skill, and interest

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