Regional Universal Branch Associate

Hudson Valley Credit Union
Hudson, NY

: Overview: Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 1. 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. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs. 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 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
Click here to view full

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

  • HVCU University & Academy; Professional Development Training
  • Student Loan Repayment & Tuition Reimbursement Programs
  • Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
  • 401(k) with employer match and non-elective employer contribution
  • Paid time off (PTO), holidays, and community volunteer time
  • Life, Short-Term, and Long-Term Disability Insurance
  • 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, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

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

Posted 2026-02-24

Recommended Jobs

Respiratory Therapist / Night

Greenlife Healthcare Staffing
Syracuse, NY

Respiratory Therapist / Night - Syracuse, NY (#25234) Location: Syracuse, NY Employment Type: Full-time (Contract, 13 weeks) Hourly Rate: $57/hr About Greenlife Healthcare Staffing: …

View Details
Posted 2026-02-04

Financial Engineer

NxT Level
New York, NY

About Our Client Our client is redefining the infrastructure behind one of the largest and most complex markets in the world: OTC derivatives . This market moves trillions of dollars daily …

View Details
Posted 2026-01-30

Global Travel Advisor

Leesdreamvacations
Albany, NY

Now Hiring: Global Travel Advisor (Remote) Do you love travel and helping others turn dream vacations into reality? We’re looking for motivated, detail-oriented individuals to join our growing te…

View Details
Posted 2026-02-23

CT Technician

Greenlife Healthcare Staffing
Bronx, NY

CT Tech - Bronx, NY (#3344) Location: Bronx, New York Employment Type: Full-time, Part-time, or Per-Diem Hourly Rate: $55 - $60 per hour Position Overview Greenlife Healthcare Staf…

View Details
Posted 2026-02-12

Job Opportunity: Special Education Teachers (2) -CTI- DCB 1968- 22/23

Poughkeepsie, NY

Special Education Teachers (2) -CTI- DCB 1968- 22/23 Anticipated Vacancy (2) POSITION : Special Education Teacher (2.0 FTE) LOCATION(S):  CTI tasks: Perform rela…

View Details
Posted 2026-01-31

Visual Graphics Designer

Local Projects, LLC
New York, NY

The Visual Experience Designer primarily assists in the design and production of a wide range of print graphics for physical environments, exhibitions, and experiences. This role also contributes t…

View Details
Posted 2026-01-23

Senior Data Engineer

Arctiq
New York, NY

Company Overview: Arctiq is a leader in professional IT services and managed services across three core Centers of Excellence: Enterprise Security, Modern Infrastructure and Platform Engineering. …

View Details
Posted 2026-02-10

Senior Software Engineer

Mts Moose Tech Solutions L.l.c.
New York, NY

PLEASE READ THOROUGHLY TO AVOID REJECTION. Eligibility Requirements: ~5 Years of Experience is a must-have. ~ Location: On-site in New York, USA. ~ H1B and TN sponsorship transfers are a…

View Details
Posted 2026-02-10

Strategy & - Deals Strategy Experienced Associate

PwC
New York, NY

Specialty/Competency: Deal Strategy Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in deals focus on providing strategic advice …

View Details
Posted 2026-02-18

Executive Producer

Fox Corporation
New York, NY

OVERVIEW OF THE COMPANY Fox News Media FOX News Media operates the FOX News Channel (FNC), FOX Business Network (FBN), FOX News Digital, FOX News Audio, FOX News Books, the direct-to-consumer d…

View Details
Posted 2026-02-24