Top 38 Relationship advisor Jobs in Liberty Ny

Region Relationship Advisor
Hudson Valley Credit Union —Liberty, NY
- $20.96 - $25.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Relationship Advisor
Hudson Valley Credit Union —Narrowsburg, NY
- $20.96 - $25.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
8d
Client Services Representative
Cetera Financial Group —Rockland, NY
- $20.54 - $27.46 an hour
- Full-time
- Microsoft Excel
- Marketing
- Office
- Paid parental leave
- Paid holidays
Account Manager, Strategic Global Customers
London Stock Exchange Group —Liberty, NY
- $141,000 - $235,000 a year
- Full-time
- Business development
- Organizational skills
- Experience equivalent to degree accepted
- Commuter assistance
- Health insurance
Account Manager
London Stock Exchange Group —Liberty, NY
- $93,600 - $156,200 a year
- Full-time
- Mid-level
- Presentation skills
- Communication skills
- Commuter assistance
- Health insurance
Residential Advisor
ADAMS AND ASSOCIATES INC —Callicoon, NY
- $22.84 an hour
- Full-time
- Residential
- High school diploma or GED
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Dorm Supervisor
ADAMS AND ASSOCIATES INC —Callicoon, NY
- $62,353 a year
- Full-time
- Inventory management
- Mid-level
- Residential
- Wellness program
- Paid holidays
Quick Apply
Automotive Service Advisor
Ford of Monticello —Monticello, NY
- $55,000 - $85,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Paid time off
Quick Apply
10d
Strategic Head of Partners - Team Lead
London Stock Exchange Group —Liberty, NY
- $161,300 - $268,900 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Commuter assistance
- Health insurance
Licensed Private Client Banker
KeyBank National Association —Liberty, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level

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Region Relationship Advisor
Hudson Valley Credit Union —Liberty, NY
Valid driver’s license required. NYS Notary Public license achieved within 12 months of obtaining position, required.
$20.96 - $25.39 an hour
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The General Sales Manager leads by example, staying Positioned to Impact (P2I) on the floor, driving results through coaching, planning, and collaboration with…
$65,000 - $80,000 a year
1d

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Region Relationship Advisor

Hudson Valley Credit Union -
Liberty, NY

Apply Now

Job Details

Full-time
$20.96 - $25.39 an hour

Benefits

Paid holidays
Loan repayment program
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching
Volunteer time off

Qualifications

Financial sales
High school diploma or GED
Driver's License

Full Job Description

Overview:

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. Responsible for floating to the Rock Hill, Liberty, Monticello, and Middletown locations as needed; ask us about our float stipend!

Responsibilities:

Accurately 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. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
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 Relationship Advisors 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.

Qualifications:

High 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
Valid driver’s license required
Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
Previous Teller or cash handling experience in a financial institution or retail environment, preferred

Click here to view full job description

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:

Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees

Hudson Valley Federal 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.

Salary Range: G15.5 $20.96 - $25.39 Hourly

Apply Now

Refine Your Search

relationship advisor jobs in liberty ny

Region Relationship Advisor

Relationship Advisor

Client Services Representative

Account Manager, Strategic Global Customers

Account Manager

Residential Advisor

Dorm Supervisor

Automotive Service Advisor

Strategic Head of Partners - Team Lead

Licensed Private Client Banker

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