Job Search is Customer Service Job Position in Poughkeepsie, NY

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 to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Carmel and Brewster locations as needed.

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

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 through HVCU University & Academy

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 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.

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

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.

Full Time
Immediately
Brewster, NY 10512
11/30/25

Region Relationship Advisor#123225214

Overview

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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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

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.

Full Time
Immediately
Carmel, NY 10512
11/30/25

Teller I Bilingual#123225172

Overview

Hudson Valley Credit Union is currently recruiting for the position of Teller I Bilingual. Primary Function: provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about the bilingual pay stipend.

Responsibilities

Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
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
Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
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.

Full Time
Immediately
Newburgh, NY 12550
11/25/25

Wealth Management Administrative Assistant#123225173

Overview

Hudson Valley Credit Union is currently recruiting for the position of Wealth Managemetn Administrative Assistant. Primary Function: Provide administrative and clerical support to the Wealth Management office. Handle all administrative activities for the VP of Financial Services, AVP Operations, and Sales Assistants.

Responsibilities

Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
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 required
Series 6 or ability to attain within 6 months is preferred.
Series 63 or ability to attain within 6 months is preferred.
Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Series 6 or ability to attain within 6 months is preferred.
Series 63 or ability to attain within 6 months is preferred.
Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.

Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/25/25

Relationship Advisor#123225472

Overview

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: 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.

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Beacon, NY 12508
11/17/25

Relationship Advisor - $1,000 Sign-On Bonus#123225477

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
New Paltz, NY 12561
11/17/25

Relationship Advisor#123225473

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Hopewell Junction, NY 12533
11/17/25

Relationship Advisor#123225475

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Lagrangeville, NY 12540
11/17/25

Relationship Advisor Bilingual#123225476

Overview

Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. Primary Function: 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. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay 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.
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 Universal Branch Associates 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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Liberty, NY 12754
11/17/25

Relationship Advisor Bilingual#123225474

Overview

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.
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 Universal Branch Associates 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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Kingston, NY 12401
11/17/25

Relationship Advisor#123225098

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Chatham, NY 12037
11/16/25

Manager Member Operations Analytics#123225481

Overview

Hudson Valley Credit Union is currently recruiting for the position of Manager Member Operations Analytics. Primary function: Lead the Member Operations Analytics team in developing and executing a data-driven strategy that supports operational efficiency and member experience. Deliver timely, actionable insights through data consolidation, reporting, advanced analytics, and dashboard management for each line of business aligned under the Member Operations department. Create clear and compelling presentations to communicate findings, trends, and recommendations.

Responsibilities

Translate leadership reporting needs and integrate industry data analytic trends to define and deliver a business analytics strategy and roadmap. Champion and lead data consolidation, reporting, dashboard, and business analytics programs.
Oversee the technical operations of the Member Operations analytical area including report and dashboard project management, code review, and data warehouse architecture decisions.
Responsible for timely implementation, testing, integration and monitoring of new custom programming to support Member Operations’ initiatives.
Work with the Director of Member Operations Administration to assist in the development and implementation of long-range strategic plans to address the evolving information processing needs of the Member Operations teams.
Remain current in emerging data analytic trends primarily related to the financial services industry.
Liaison with other departments across the Credit Union including IT, Banking Division, Risk, Finance, and others to ensure Member Operations’ data needs are being met.
Develop and maintain effective and productive working relationships with Member Operations departments as well as across the other Credit Union departments. Work with the Director of Member Operations Administration, key stakeholders, and the user community to create, modify and test the Credit Union’s data visualization software.
Ensure employees’ adherence to service guidelines and that superior service is provided at all times. Interview, hire, and develop Member Operations Analytics staff, and is responsible for quality work output of employees.
Conduct regular meetings to provide staff with updated department and Credit Union initiatives. Evaluate and coach employees on a regular basis and provide appropriate feedback. Responsible for employee training and development. Mentor departmental staff on assignments and promote team environment.
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

Bachelor’s Degree in Finance, Business Administration preferred
Six Sigma Lean Certification preferred
Minimum 6 Years Operations experience required
Minimum 6 Years Leadership experience required
Minimum 5 Years Financial Services experience required
Minimum 4 Years Technology/Reporting experience required
Minimum 2 Years Project Management experience required

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

Bachelor’s Degree in Finance, Business Administration preferred
Six Sigma Lean Certification preferred
Minimum 6 Years Operations experience required
Minimum 6 Years Leadership experience required
Minimum 5 Years Financial Services experience required
Minimum 4 Years Technology/Reporting experience required
Minimum 2 Years Project Management experience required

Translate leadership reporting needs and integrate industry data analytic trends to define and deliver a business analytics strategy and roadmap. Champion and lead data consolidation, reporting, dashboard, and business analytics programs.
Oversee the technical operations of the Member Operations analytical area including report and dashboard project management, code review, and data warehouse architecture decisions.
Responsible for timely implementation, testing, integration and monitoring of new custom programming to support Member Operations’ initiatives.
Work with the Director of Member Operations Administration to assist in the development and implementation of long-range strategic plans to address the evolving information processing needs of the Member Operations teams.
Remain current in emerging data analytic trends primarily related to the financial services industry.
Liaison with other departments across the Credit Union including IT, Banking Division, Risk, Finance, and others to ensure Member Operations’ data needs are being met.
Develop and maintain effective and productive working relationships with Member Operations departments as well as across the other Credit Union departments. Work with the Director of Member Operations Administration, key stakeholders, and the user community to create, modify and test the Credit Union’s data visualization software.
Ensure employees’ adherence to service guidelines and that superior service is provided at all times. Interview, hire, and develop Member Operations Analytics staff, and is responsible for quality work output of employees.
Conduct regular meetings to provide staff with updated department and Credit Union initiatives. Evaluate and coach employees on a regular basis and provide appropriate feedback. Responsible for employee training and development. Mentor departmental staff on assignments and promote team environment.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/17/25

Deposit Operations Specialist II#123225484

Overview

Hudson Valley Credit Union is currently recruiting for the position of Deposit Operations Specialist II. Primary Function: be proficient with all responsibilities of the Deposit Operations Specialist position. This role provides advanced level service and support, resolves complex member requests, ensures regulatory compliance, serves as the primary support mechanism for the team, and will contribute to training. The Deposit Operations Specialist II will work closely with the department leaders to support functions across the team.

Responsibilities

Perform the completion of the daily tasks, internal and vendor reports, general ledger accounts, and notify the Supervisor of any concerns/issues for further direction.
Lead complex transaction investigations involving escalated ATM, mobile deposit, or mail discrepancies, coordinating with internal departments and external vendors. Provide assistance to callers from Branch and Contact Center networks in alignment with Quality Assurance and CARE standards.
Monitor work queues/documentation/emails and perform approvals within authority level to ensure timely and accurate responses.
Participate in audits, internal reviews, and compliance testing, as needed.
Assist with reporting and performance metrics tracking for leadership.
Participate in projects aimed at improving the member experience and operational efficiency.
Support new program initiatives and product rollouts, providing feedback and testing when necessary. Serve as a subject matter expert for cross functional teams and member education as needed.
Train and mentor Specialist, providing guidance on policies, procedures, and customer service best practices. Participate as a role model for "On The Job Training" (OJT) with new employees within the department.
Serve as back-up to the Supervisor, as needed.
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 required
Minimum 1 year data entry or clerical experience required
Minimum 1 year experience with a financial institution required

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Minimum 1 year data entry or clerical experience required
Minimum 1 year experience with a financial institution required

Perform the completion of the daily tasks, internal and vendor reports, general ledger accounts, and notify the Supervisor of any concerns/issues for further direction.
Lead complex transaction investigations involving escalated ATM, mobile deposit, or mail discrepancies, coordinating with internal departments and external vendors. Provide assistance to callers from Branch and Contact Center networks in alignment with Quality Assurance and CARE standards.
Monitor work queues/documentation/emails and perform approvals within authority level to ensure timely and accurate responses.
Participate in audits, internal reviews, and compliance testing, as needed.
Assist with reporting and performance metrics tracking for leadership.
Participate in projects aimed at improving the member experience and operational efficiency.
Support new program initiatives and product rollouts, providing feedback and testing when necessary. Serve as a subject matter expert for cross functional teams and member education as needed.
Train and mentor Specialist, providing guidance on policies, procedures, and customer service best practices. Participate as a role model for "On The Job Training" (OJT) with new employees within the department.
Serve as back-up to the Supervisor, as needed.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/17/25

Real Estate Processor II#123225487

Overview

Hudson Valley Credit Union is currently recruiting for the position of Real Estate Processor II. Primary Function: experienced processor with a strong analytical ability to assess conventional and government residential mortgage applications based on a thorough knowledge of real estate lending products, automated underwriting and secondary market investor guidelines. Responsible for adherence to real estate lending compliance guidelines. Adhere to Credit Union standards for member satisfaction, service, accuracy, quality, and supports HVCU Value Proposition and Core Values.

Responsibilities

Assist supervisor in new loan assignment, pipeline management and daily workflow prioritization.
Initiate introductory member contact for new applications assigned, communicating mortgage process overview and outstanding documentation. Remain a key point of contact for the member from application submission through closing.
Activates and initiates services for new residential mortgage loan applications. Performs follow-up on outstanding documents with members, appraisers, attorneys and other parties for existing residential mortgage loan applications in process.
Generate loan documents and prepares the mortgage file for underwriting.
Maintain enhanced knowledge of secondary market guidelines and state and federal compliance regulations.
Review all loan information, including, but not limited to credit reports, appraisal reports, contract of sale, income and asset documentation to confirm accuracy of information in the loan origination system. Validate the findings of automated underwriting systems pursuant to Credit Union and secondary market requirements.
Issue documents required by TRID, including re-disclosure for any change of circumstance that occurs within processing.
Interpret computer system in order to accurately respond to member inquiries regarding their existing and pending residential mortgage loan applications.
Responsible for reconciliation of departmental general ledger expense accounts used for mortgage closing costs and fees.
Responsible for training processing staff on new products and changes in procedures in addition to providing training to orientate new staff.
Monitor FHLB first time home buyer grant program process, act as liaison with Housing Counseling Agencies and FHLB. Train processing staff on FHLB first time home buyer grant program process and procedures.
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 required
Registration with the National Mortgage Licensing System and Registry (NMLS) required after hired
Minimum 2 Years Secondary Market mortgage processing or underwriting experience required
Minimum 1 Year Customer service in a financial institution or retail environment experience required
Minimum 1 Year Automated mortgage processing system experience required
Minimum 1 Year telephone sales and service in a financial institution preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development Training through HVCU University & Academy
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

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Registration with the National Mortgage Licensing System and Registry (NMLS) required after hired
Minimum 2 Years Secondary Market mortgage processing or underwriting experience required
Minimum 1 Year Customer service in a financial institution or retail environment experience required
Minimum 1 Year Automated mortgage processing system experience required
Minimum 1 Year telephone sales and service in a financial institution preferred

Assist supervisor in new loan assignment, pipeline management and daily workflow prioritization.
Initiate introductory member contact for new applications assigned, communicating mortgage process overview and outstanding documentation. Remain a key point of contact for the member from application submission through closing.
Activates and initiates services for new residential mortgage loan applications. Performs follow-up on outstanding documents with members, appraisers, attorneys and other parties for existing residential mortgage loan applications in process.
Generate loan documents and prepares the mortgage file for underwriting.
Maintain enhanced knowledge of secondary market guidelines and state and federal compliance regulations.
Review all loan information, including, but not limited to credit reports, appraisal reports, contract of sale, income and asset documentation to confirm accuracy of information in the loan origination system. Validate the findings of automated underwriting systems pursuant to Credit Union and secondary market requirements.
Issue documents required by TRID, including re-disclosure for any change of circumstance that occurs within processing.
Interpret computer system in order to accurately respond to member inquiries regarding their existing and pending residential mortgage loan applications.
Responsible for reconciliation of departmental general ledger expense accounts used for mortgage closing costs and fees.
Responsible for training processing staff on new products and changes in procedures in addition to providing training to orientate new staff.
Monitor FHLB first time home buyer grant program process, act as liaison with Housing Counseling Agencies and FHLB. Train processing staff on FHLB first time home buyer grant program process and procedures.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/17/25

Supervisor Payment Operations#123225486

Overview

Hudson Valley Credit Union is currently recruiting for the position of Supervisor Payment Operations. Primary Function: Oversee the daily operations of the payment processing team, ensuring accurate, timely, and compliant execution of transaction processing. Responsible for overseeing staff productivity, resolving escalations, and collaborating with internal departments to support business objectives and member satisfaction.

Responsibilities

Supervise and lead a team of payment operations specialists, providing coaching, performance feedback, and development opportunities.
Monitor daily payment processing activities including ACH, wire transfers, check processing, and internal settlements.
Ensure compliance with internal policies, regulatory requirements (e.g., NACHA, PCI-DSS), and industry standards.
Identify and support process inefficiencies and implement improvements to enhance accuracy, speed, and cost-effectiveness.
Collaborate with IT, Risk, Compliance, and Customer Service teams to resolve issues and support cross-functional initiatives.
Maintain and update SOPs, training materials, and audit documentation.
Prepare and analyze operational reports, KPIs, and metrics to inform leadership and help inform strategic decisions.
Manage internal escalations and exceptions, ensuring timely resolution and communication.
Support system upgrades, testing, and implementation of new payment technologies or platforms.
Participate in audits, risk assessments, and regulatory reviews as needed.
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

Bachelor’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 preferred
Minimum 3 Years Fraud payment operations, banking, or financial services experience required
Prior supervisory or team leader experience preferred
Experience with real-time payments (RTP), FedNow, or digital wallets preferred
Familiarity with fraud detection and prevention tools preferred
Lean Six Sigma or process improvement certification preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

Bachelor’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 preferred
Minimum 3 Years Fraud payment operations, banking, or financial services experience required
Prior supervisory or team leader experience preferred
Experience with real-time payments (RTP), FedNow, or digital wallets preferred
Familiarity with fraud detection and prevention tools preferred
Lean Six Sigma or process improvement certification preferred

Supervise and lead a team of payment operations specialists, providing coaching, performance feedback, and development opportunities.
Monitor daily payment processing activities including ACH, wire transfers, check processing, and internal settlements.
Ensure compliance with internal policies, regulatory requirements (e.g., NACHA, PCI-DSS), and industry standards.
Identify and support process inefficiencies and implement improvements to enhance accuracy, speed, and cost-effectiveness.
Collaborate with IT, Risk, Compliance, and Customer Service teams to resolve issues and support cross-functional initiatives.
Maintain and update SOPs, training materials, and audit documentation.
Prepare and analyze operational reports, KPIs, and metrics to inform leadership and help inform strategic decisions.
Manage internal escalations and exceptions, ensuring timely resolution and communication.
Support system upgrades, testing, and implementation of new payment technologies or platforms.
Participate in audits, risk assessments, and regulatory reviews as needed.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/17/25

IT Automation Analyst I#123225488

Overview

Hudson Valley Credit Union is currently recruiting for the position of IT Automation Analyst I. Primary Function: enhance the efficiency and reliability of our HVCU systems and processes through automation. Work with direct Supervisor/Manager, to help review, design, develop, implement, and support automated solutions that streamline processes and reduce manual intervention. Collaborate with cross-functional teams to identify automation opportunities and ensure that the solutions align with business objectives.

Responsibilities

Work as part of an IT Automation team to proactively identify and develop process improvement opportunities aimed at enabling the business to achieve their objectives through the effective use of technology.
Review, and document business processes and information workflows to identify inefficiencies and areas for improvement.
Propose optimization solutions (including automation); identifying alignment with business requirements; making recommendations.
Document processes change requirements using the agreed standards, methods, and tools ensuring consistent high-quality output.
With assistance, design and implement automated solutions using industry standard technology tools such as RPA and batch automation software, ServiceNow, and workflow automation platforms.
Document and deliver processes and systems to ensure that service levels are consistently aligned with customer experience expectations.
Experience in designing and implementing solutions using MS Power Platform connectors.
Experience supporting and enhancing batch processing using OpCon for efficient file and data transfers.
Review current processes with a focus on simplification and clarity ensuring they align to current business objectives.
Develop, edit, and validate reports, dashboards and other data exports to improve operational visibility and to support business needs.
Create change records in compliance with change standards, as needed to support the organization.
Perform self-assessments of key processes and/or data to ensure processes are effectively being utilized by cross functional teams.
Prioritizing and managing own workload to deliver quality results and meet timelines while ensuring accuracy of data and information is a priority.
Oversee the maintenance and enforcement of SDLC and ITSM processes, change management procedures, departmental standards, style requirements and all other procedures necessary for data and system integrity.
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

Associate’s Degree in computer science/related field preferred
Bachelor's Degree preferred
Minimum 2 Years of experience Proficiency in implementing solutions using MS Power Platform connectors preferred
Minimum 4 years experience with automation tools like UiPath, or OpCon required
Minimum 3 years proven experience in identifying, analyzing, and automating repetitive tasks required
Minimum 3 years ability to design comprehensive automation solutions, including flowcharts and process maps preferred
Ability to design, develop, and deploy RPA bots for process automation preferred
Expertise in designing and configuring automation solutions preferred
Experience in deploying automation workflows with robust error handling and logging preferred
Certification in ITIL or other process management frameworks required
Certification in RPA tools like UiPath or Automation Anywhere required within 12 months
Microsoft Certified: Power Platform Fundamentals or Developer Associate preferred
OpCon knowledge/training courses preferred
Excel-related certifications preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

Associate’s Degree in computer science/related field preferred
Bachelor's Degree preferred
Minimum 2 Years of experience Proficiency in implementing solutions using MS Power Platform connectors preferred
Minimum 4 years experience with automation tools like UiPath, or OpCon required
Minimum 3 years proven experience in identifying, analyzing, and automating repetitive tasks required
Minimum 3 years ability to design comprehensive automation solutions, including flowcharts and process maps preferred
Ability to design, develop, and deploy RPA bots for process automation preferred
Expertise in designing and configuring automation solutions preferred
Experience in deploying automation workflows with robust error handling and logging preferred
Certification in ITIL or other process management frameworks required
Certification in RPA tools like UiPath or Automation Anywhere required within 12 months
Microsoft Certified: Power Platform Fundamentals or Developer Associate preferred
OpCon knowledge/training courses preferred
Excel-related certifications preferred

Work as part of an IT Automation team to proactively identify and develop process improvement opportunities aimed at enabling the business to achieve their objectives through the effective use of technology.
Review, and document business processes and information workflows to identify inefficiencies and areas for improvement.
Propose optimization solutions (including automation); identifying alignment with business requirements; making recommendations.
Document processes change requirements using the agreed standards, methods, and tools ensuring consistent high-quality output.
With assistance, design and implement automated solutions using industry standard technology tools such as RPA and batch automation software, ServiceNow, and workflow automation platforms.
Document and deliver processes and systems to ensure that service levels are consistently aligned with customer experience expectations.
Experience in designing and implementing solutions using MS Power Platform connectors.
Experience supporting and enhancing batch processing using OpCon for efficient file and data transfers.
Review current processes with a focus on simplification and clarity ensuring they align to current business objectives.
Develop, edit, and validate reports, dashboards and other data exports to improve operational visibility and to support business needs.
Create change records in compliance with change standards, as needed to support the organization.
Perform self-assessments of key processes and/or data to ensure processes are effectively being utilized by cross functional teams.
Prioritizing and managing own workload to deliver quality results and meet timelines while ensuring accuracy of data and information is a priority.
Oversee the maintenance and enforcement of SDLC and ITSM processes, change management procedures, departmental standards, style requirements and all other procedures necessary for data and system integrity.
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.

Full Time
Immediately
Poughkeepsie, NY 12603
11/17/25

Teller I#123225411

Overview

Hudson Valley Credit Union is currently recruiting for the position of Teller I. Primary Function: provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services.

Responsibilities

Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
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
Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Minimum 6 months Customer service and sales experience in a financial institution or retail environment experience preferred

Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash.
Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member’s needs.
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.

Full Time
Immediately
New Windsor, NY 12553
11/4/25

Relationship Advisor#123225378

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Carmel, NY 10512
11/1/25

Relationship Advisor Bilingual#123225383

Overview

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.
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 Universal Branch Associates 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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Wappingers Falls, NY 12590
11/1/25

Relationship Advisor#123225382

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Wappingers Falls, NY 12590
11/1/25

Relationship Advisor Bilingual#123225379

Overview

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.
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 Universal Branch Associates 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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Middletown, NY 10940
11/1/25

Relationship Advisor#123225311

Overview

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.
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 Universal Branch Associates 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
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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Fishkill, NY 12524
10/17/25

Relationship Advisor Bilingual#123225280

Overview

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.
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 Universal Branch Associates 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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

Why Choose HVCU?

Employee Perks:

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer Time Off

Professional Development Training through HVCU University & Academy

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

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
Verbal and written fluency in English and Spanish, required
NYS Notary Public license achieved within 12 months of obtaining position, 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

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.
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 Universal Branch Associates 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.

Full Time
Immediately
Middletown, NY 10940
10/14/25

Marist University

Jewish Advisor#123225558

Marist University

Marist University is seeking their next Jewish Advisor

Position Title: Jewish Advisor

Department/School: Spiritual Life & Service

Salary/Pay Rate: $40/hour - $50/hour

Marist University in Poughkeepsie, New York is seeking our next Jewish Advisor to lead and support Jewish life on campus. The Jewish Advisor is a part-time staff member in Spiritual Life and Service that logs approximately 6 hours per week when class is in session. Marist welcomes applications from ordained rabbis, cantors, or non-ordained Jewish spiritual leaders. The advisor provides 1-on-1 support to individual students, creates community within and among our Jewish students, and contributes programming both independently and collaboratively.

Minimum Qualifications:

Bachelor’s degree required
1-3 years of relevant experience expected.

Essential Functions:

Provide primary outreach to Jewish students at Marist, and offer counseling and support regarding Jewish identity development. Serve as a resource at Marist on issues related to Jewish life, religion, and culture. Liaise between Marist and the local Poughkeepsie/Hudson Valley Jewish community, and occasionally consult with parents of current and prospective students about Jewish life on campus.
Serve as the staff advisor to Marist Hillel club. Develop relationships with Hillel leadership at attend meetings when possible. Create connections with the national Hillel organization and, if applicable, other local chapters.
Organize and lead bi-monthly Shabbat services and facilitate student participation and leadership in Shabbat. Assist with SLS to arrange student registration and transportation for High Holy Days (Rosh Hashanah and Yom Kippur) services locally. Organize and lead, in collaboration with SLS and Hillel, other holiday events such as Sukkot, Passover seder, and a Hanukkah party.
Serve on the Holocaust Memorial Committee and attend the spring event. Attend the fall Effron Lecture in Jewish Studies. Attend staff meetings in Spiritual Life and Service as needed.
Other duties as assigned.

Preferred Qualifications:

Master’s degree preferred.

Required Application Documents:

Resume, Cover Letter, & Contact Information of 3 Professional References

About the Department/School:

Marist's Department of Spiritual Life and Service supports the spiritual and religious needs of our Marist students. We promote the integration of the whole person - mind, body, and spirit - by fostering an environment of celebration, service, and education.

Service and Outreach

Service is at the heart of who we are and what we do. Students engage in various service activities, like weekly opportunities at schools and assisted living facilities and special projects and trips. They connect their passion for helping others with local, national, and global communities.

Religious Diversity

We celebrate diversity in all faith traditions by providing opportunities for students to grow in their spiritual and religious lives. We promote awareness and dialogue about various faith traditions, hoping to cultivate mutual understanding, respect, and harmony.

About Marist University:

Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction. With campuses in Poughkeepsie, N.Y., and Florence, Italy, plus over 70 programs offering a variety of international study, Marist is a portal to the world and is devoted to nurturing a welcoming, inclusive community. Through six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. Marist has been acclaimed a top institution in the nation by U.S. News & World Report, the Wall Street Journal/College Pulse, Princeton Review, and others. To learn more, please visit https://www.marist.edu/about

Type of Position: Part-time

Classification: Administrative (Hourly)

Work Schedule/Hours per Week: 6 hours per week when class is in session.

Location: Marist University Main Campus

Number of Position Openings: 1

For more information and to apply, please visit: https://careers.marist.edu/cw/en-us/job/493946/jewish-advisor

Equal Employment Statement:

Marist University is committed to creating an inclusive workforce on our campus by ensuring that barriers to equal employment opportunity and upward mobility do not exist here. To this end, the University will strive to achieve the full and fair participation of all members of the Marist community.

Equal opportunity means employment, development, and promotion of individuals without consideration of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, or veteran status unless there is a bona fide occupational requirement which excludes persons in one of these protected groups. The University will review its employment policies and procedures to ensure that barriers which may unnecessarily exclude protected groups are identified and eliminated. The University will also explore alternative approaches if any policy or practice is found to have a negative impact on protected groups.

Marist's policy of non-discrimination includes not only employment practices but also extends to all services and programs provided by the University. It shall be considered a violation of University policy for any member of the community to discriminate against any individual or group with respect to employment or attendance at Marist University on the basis of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, veteran status, or any other condition established by law.

Part Time
Immediately
$40-$50 Hour
3399 North Rd, Poughkeepsie, NY 12601
12/4/25