Investment Representative
Mhvfcu
About this role
An Investment Representative at Mid-Hudson Valley Federal Credit Union (MHV) is responsible for managing client portfolios, providing financial guidance, and promoting the MHVIRC program. The role involves client communication, maintaining compliance, and working toward sales and production goals within a collaborative environment.
Skills
About Mhvfcu
mhvfcu.comMid‑Hudson Valley Federal Credit Union (MHVFCU) is a federally chartered, member‑owned financial cooperative serving individuals and businesses in New York’s Mid‑Hudson Valley. The credit union offers retail banking products including checking and savings accounts, certificates, debit and credit cards, online and mobile banking, plus mortgages and consumer loans. MHVFCU emphasizes community‑focused, personalized service with tools for loan payments and account management. Members benefit from local decision‑making, competitive rates, and financial education and assistance.
About Mhvfcu
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Mhvfcu.
Salary
$48k – $56k
per year
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