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Member Relationship Advisor: Financial Solutions & Service
Job in
Mahopac, Putnam County, New York, 10541, USA
Listed on 2026-08-22
Listing for:
Hvcu
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Hudson Valley Credit Union in Mahopac, NY is seeking a Relationship Advisor to deliver top-tier member service and perform accurate transaction processing. The role emphasizes consultative, needs-based sales to grow member relationships and cross-sell HVCU products.
You will process transactions, open new memberships and accounts, and refer clients to branch partners for financial services while maintaining adherence to policies and compliance standards.
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