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Member Relationship & Financial Solutions Advisor

Job in Mahopac, Putnam County, New York, 10541, USA
Listing for: Hudson Valley Credit Union
Full Time position
Listed on 2026-01-27
Job specializations:
  • Sales
    Customer Success Mgr./ CSM, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Mahopac

A regional credit union is seeking a Relationship Advisor in Mahopac, NY. In this role, you will provide top-notch member service and assist in their financial needs through a consultative sales approach. Responsibilities include transaction processing, managing accounts, and cross-selling products. Candidates should have a high school diploma and at least one year of customer service and sales experience. Join a supportive team that values growth and offers competitive benefits.
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