MENU
   
Welcome!! Register or Login

    Job details


Offer: Financial Consultant Mass Market:

Job description:


   »
Full Time
   »
Immediately
   »
Poughkeepsie, NY 12603
   »
6/10/24

 

Financial Consultant Mass Market

Overview

Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function: Present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to the members. Base income & commission eligible. 
Responsibilities
   » Grow share of wallet in the existing mass market client base finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
   » Drive prosperous member results by assisting new and existing mass market members through active communication.
   » Responsible for meeting and exceeding established revenue goals.
   » Strengthen relationships with existing HVCU Wealth Management clients and bring in additional outside assets from these clients
   » Serve as the main point of contact to facilitate trades all over the transaction process by supporting members with their financial needs.
   » Develop skills on all investment products.
   » contact with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market.
   » Host webinars for members.
   » Maintain and record detailed notes including next steps/follow-ups during member calls.
   » Build excellent working relationships across multiple lines of business and corporate functions to enhance
member practice.
   » Develop new processes to further automate member workflows and create a seamless practice.
   » Additional responsibilities will be determined located on capacity, skill, and interest.
   » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks 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
   » Bachelors Degree in Finance or Buisness Administration is required. 
   » FINRA Registrations SIE, Series 7, 66 required within 6 months of hire.
   » Minimum 3 Years Industry practice, preferably within Credit Union or Financial Institution practice required.
 

 
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 practices. 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 Discapability Insurance
   » Discounted Loan Rates & Fees 
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
   » Bachelors Degree in Finance or Buisness Administration is required. 
   » FINRA Registrations SIE, Series 7, 66 required within 6 months of hire.
   » Minimum 3 Years Industry practice, preferably within Credit Union or Financial Institution practice required.
 

 
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 practices. 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 Discapability Insurance
   » Discounted Loan Rates & Fees 
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
   » Grow share of wallet in the existing mass market client base finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
   » Drive prosperous member results by assisting new and existing mass market members through active communication.
   » Responsible for meeting and exceeding established revenue goals.
   » Strengthen relationships with existing HVCU Wealth Management clients and bring in additional outside assets from these clients
   » Serve as the main point of contact to facilitate trades all over the transaction process by supporting members with their financial needs.
   » Develop skills on all investment products.
   » contact with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market.
   » Host webinars for members.
   » Maintain and record detailed notes including next steps/follow-ups during member calls.
   » Build excellent working relationships across multiple lines of business and corporate functions to enhance
member practice.
   » Develop new processes to further automate member workflows and create a seamless practice.
   » Additional responsibilities will be determined located on capacity, skill, and interest.
   » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks 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.

Skills:

Job Category: Health Services [ View All Health Services Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Poughkeepsie, NY 12603, Other
Address: Poughkeepsie, NY 12603
Company Type Employer
Post Date: 06/11/2024 / Viewed 238 times
Contact Information
Company:


Apply Online