Hudson Valley Federal Credit Union for Financial Services Representative I in Fishkill, NY

Financial Services Representative Job Description and Career Role

A Financial Services Representative plays a key role in helping customers manage their everyday financial needs while guiding them toward smarter financial decisions. At organizations like Hudson Valley Federal Credit Union (HVFCU), the role focuses on building strong relationships with members and providing practical solutions through banking products and services. With more than 225,000 members and over $2.8 billion in assets, HVFCU has established itself as one of the leading community credit unions in the Hudson Valley region.

Working in this position means becoming a trusted resource for customers who rely on financial guidance. Representatives assist members with credit union services such as accounts, loans, and financial products designed to support long-term financial well-being. By following the organization’s Sales and Service Success Model, the role emphasizes clear communication, personalized recommendations, and attentive service that helps members reach their financial goals.

The position also requires collaboration across different teams within the credit union. Financial Services Representatives interact with both internal staff and external members, ensuring every customer experience feels smooth and supportive. Whether answering questions about accounts or introducing helpful financial solutions, the goal remains the same—improve each member’s financial life while strengthening trust in the institution.

Opportunities like the Financial Services Representative role at HVFCU’s Dutchess Mall office in New York highlight how community-based financial institutions combine professional growth with meaningful customer impact. For individuals who enjoy helping others, solving financial challenges, and working in a dynamic service environment, the role offers a career path that blends relationship-building with real financial expertise.

An ideal candidate will have:

• High school diploma or equivalent certificate required.
• Minimum 3 months of sales experience in a financial institution or retail environment required
• Minimum 6 months of customer service experience in a financial institution or retail environment required.
• NYS Notary Public license required following six months’ achievement of independence on the job.

The work schedule for this position is 22.5 hours per week including evenings and Saturdays when needed. Flexibility to work additional hours as needed is required.

We offer an excellent salary and benefits including:

• Health Insurance
• 401(k) with employer match
• Paid time off
• Flexible Spending Account
• Life and Disability Insurance
• Business Travel Insurance
• Discounted Loan Rates
• Discounted Fees
• Employee Assistance Program
• Educational Assistance Program
• Professional Development Programs

All candidates are subject to a pre-employment background check including bondability, credit report, and past employment references. All checks must be favorable for an applicant to be considered for employment.

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