Your search resulted in 8 "Case Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Case Manager
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Business Relationship Manager?
A Business Relationship Manager (BRM) is a person who works strategically with business units to ensure that the supporting technology portfolio and business requirements are aligned and prioritized to meet the business unit’s objectives. A BRM, through collaborative relationships with the business units of the company, will act as the primary liaison between the business and the Technology organization, focusing on understanding the business needs and objectives, building strong relationships, managing and prioritizing demand, and ensuring that technology solutions and services align with and support those goals. The BRM provides ongoing consultive support to business areas on technology best-practices to develop solutions to business challenges, maximize the value of the company’s application portfolio, and drive continuous process improvement.
This resource is part of a new team of BRMs who support various lines of business within the company. BRMs will be assigned to the following specific areas of expertise – Electric & Gas Operations and Engineering, Customer Experience and Customer Services, Utility Work and Asset Management, and ERP/Finance. Job responsibilities may evolve over time.
What does a Business Relationship Manager do?
The Business Relationship Manager is responsible for the following:
- Acts as primary point of contact for assigned business units to establish trust, foster strong partnerships, and manage expectations.
- Develops a full understanding of core business processes, supporting solutions and technologies.
- Provides ongoing strategic consulting support and guidance to the Business Areas on best-practice, efficient, and effective use of technology to support business processes.
- Responsible for compiling requirements definition, Benefit Cost Analysis, estimating, and monitoring of benefits realization.
- Ensures adherence of business requests through the Technology intake process and evangelizes the importance of governance to business stakeholders.
- Proactively identifies areas of opportunity to apply existing technologies for new business demand, process improvement, and cost efficiencies.
- Complements the Application Support, Infrastructure & Operations and Project Management teams who have tactical and operational project responsibilities.
- Anticipates and plans for future technology needs and demands based on business growth and changes.
- Maintains comprehensive documentation of business requirements, project plans, and status reports to ensure transparency and accountability.
- Supports the escalation of risks, issues, actions, & decisions within the portfolio to ensure on-time / on-budget / in-scope project delivery.
- Leads efforts to resolve complex issues or challenges related to IT services within assigned business area(s) working to ensure minimal disruption to business operations.
- Promotes innovation and adoption of new technologies that can provide competitive advantages and operational efficiencies
- Understands the business perspective and takes necessary action to integrate business requirements into Technology processes and solutions, based upon the overall strategic direction of the Company
- May lead change management or training initiatives to ensure smooth adoption and implementation of new technologies and processes.
- Provides support for storm restoration efforts
What does it take to be a Business Relationship Manager?
Required:
- Bachelor’s Degree in Information Systems, Business, Engineering or a related field and relevant IT, business or utility industry experience. In lieu of a bachelor’s degree, an associate’s degree in the aforementioned fields and 3 years of relevant IT, business or utility industry experience or a high school diploma or equivalency degree and 5 years of relevant IT, business or utility industry experience
- Strong financial acumen
- Ability to partner and effectively engage with individuals at all levels of the organization, to drive consensus and alignment with empathy.
- Exceptional written and verbal communication skills
- Highly organized, detail oriented, able to work with minimal direction, able to handle multiple and shifting priorities, and have a passion for learning, value, service, and quality
- Ability to analyze complex business problems & synthesize a large variety of information to yield actionable decisions & recommendations
- Familiarity with IT concepts and technology trends
- Excellent presentation skills and be comfortable working in a collaborative, high performing team environment
- Valid driver’s license
Preferred:
- Experience in the energy & utilities industry
- Certified Business Relationship Manager (CBRM) or ITIL certification
- 3 years of business analysis experience, e.g. developing business use cases, business requirements, process documentation, process flow and data flow diagrams, user acceptance test plans, etc.
- 3 years of experience leading, developing and executing strategic plans and/or project portfolios
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience. Pay range: $51,400 – $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/3/24
Legal assistant sought for twelve-attorney Hudson Valley law firm. Litigation experience and excellent secretarial/computer skills are must requirements for this position, together with experience working specifically with either defense medical malpractice litigation or plaintiff personal injury, digital dictation transcription, case management programs and e-filing. A minimum of five years experience is required.
Job Type: Full-time
Pay: $22.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- legal assistant: 5 years (Required)
Work Location: In person
- Full Time
- Immediately
- 995 Main Street, Fishkill, NY 12524-0395
- 5/23/24
Job Title: Litigation Paralegal
Location: Millbrook, NY
Employment Type: Temporary to Permanent
Hours: Monday to Friday, 9:00 am to 5:00 pm
Compensation: $25 to $35 per hour
Join our esteemed legal team in Millbrook, NY, dedicated to providing exceptional legal services to our clients. We are seeking a skilled Litigation Paralegal to support our dynamic firm in various litigation matters. As a Litigation Paralegal, you will play a crucial role in assisting attorneys with case management and legal document preparation. Your responsibilities will encompass a wide range of tasks related to litigation proceedings.
Litigation Paralegal Qualifications:
- Minimum of two years of experience as a Litigation Paralegal.
- Proficiency in case management and legal document preparation.
- Strong knowledge of litigation processes and procedures.
- Excellent organizational and time management skills.
- Ability to work independently and collaboratively within a team.
- Effective communication and interpersonal skills.
- Detail-oriented with a high level of accuracy.
- Proficiency in legal research tools and software.
Litigation Paralegal Responsibilities:
- Efficiently manage cases under the guidance of attorneys.
- Prepare various legal documents, including complaints, motions, interrogatories, requests for production of documents, notices of depositions, briefs, and legal memoranda.
- Assist in discovery processes and related correspondence.
- Conduct legal research as necessary to support case preparation.
- Organize and maintain case files and documents.
- Coordinate with internal and external stakeholders, including clients, opposing counsel, and court personnel.
- Provide administrative support as needed to ensure smooth workflow within the legal team.
How to Apply:
If you are a dedicated and detail-oriented professional with a passion for litigation support, we encourage you to apply!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$35 Hour
- Millbrook, NY 12545
- 6/3/24
Operations Manager
- On-site, Saugerties, New York
Overview:
Our client is looking to add talent to their team to help with their growing needs. This is the chance to work with an established, global company to boost your skill set and contribute to a successful team! The Operations Manager will be looked at to manage shop production activities. This includes shipping and receiving, customer service, safety innovation and financial forecasting.
Operations Manager Responsibilities:
- Oversees the machining operation to ensure all quality standards are met and exceeded and all safety, quality and company policies and procedures are followed
- Schedules preventative maintenance (PM’s) on machines and equipment per released shop order requirements
- Directly supervises all direct labor working in the machining operation including CNC programmers, group leaders, machining operators and maintenance mechanics
- Works closely with Applications and Process engineering to produce product in the most efficient method possible reviewing and implementing process changes as require
- Reviews and approves all manufacturing instructions (MI’s) from a production feasibility point-of-view making recommendations for change as required
Operations Manager Qualifications:
- Experience in a progressive machining operator/machinist role including CNC programming experience, preferred
- A minimum of three to five years’ experience in a supervisory role, preferable in a manufacturing environment.
- Associates degree in operations management, business management, mechanical engineering, or related field; Bachelor’s degree preferred.
- Working knowledge of policies, systems and procedures related to the machining services function.
- Working knowledge of engineering principles
- Excellent written and verbal communication skills
- Proven ability to work well with subordinates, peers, managers, and in some cases, customers
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $100,000-150,000 Year
- 59 Academy St, Saugerties, NY 12477
- 6/3/24
Hudson Valley Credit Union is currently recruiting for the position of Quality Assurance Lead. Primary Functions: Analyzes business and technical requirements, identifies program/project needs, develops the testing strategy, plan, approach, scenarios, test cases, and performs or coordinates the functional testing and performance testing for the credit union technologies. This position works closely with peers, stakeholders and end users to ensure quality deliverables have technical compatibility and user satisfaction. The Quality Assurance Lead ensures software testing and QA best practices are built and followed.
Responsibilities
Assist in creating an overall IT quality strategic roadmap and approach to quality assurance that will ensure required performance and functionality of HVCU’s technology and applications.
Assist in the creation of end-to-end test strategies for testing of major platform and application deployments, upgrades, and maintenance. Follow best practices for quality assurance processes and perform them in a timely and efficient manner.
Create quality assurance and testing standards to be adhered to by all HVCU staff. Educate and guide business users on the importance of quality assurance/testing and their practices.
- Design, develop and maintain automation for validating data to ensure data quality and consistency.
- Lead quality assurance plans to support system integrations, conversions and migrations.
Partner with HVCU’s Project Management Office in the creation of quality assurance and activities in project plans.
Provide oversight, guidance and management to quality assurance 3rd parties providing services to HVCU to achieve assurance goals in a cost effective manner.
Increase team capacity through the use of automated solutions to enable speed and agility in meeting business needs.
Develop control processes and scorecards to monitor data and reporting issues to produce QA test result reports, in an effort to drive and coordinate issue resolution with responsible parties.
Ensure solutions within the environment follow established guidelines, policies, and technical frameworks.
Act as a liaison and collaborate with business clients, technology personnel, and support providers to track and implement business requirements, drive efficient and effective discussions regarding QA best practices and implement strategies throughout the life cycle of projects or process improvements.
Keep current with technology trends, solutions, and vendors.
Perform other job-related duties as necessary.
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
- Bachelor’s Degree in IT/Computer Science or related field is required.
- Minimum 8 years experience creating and executing the testing of plans and strategies is required.
- Minimum 5 years technology experience is required.
- Work history in a Credit Union or financial institution is preferred.
Click here to view full job description
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.
- Bachelor’s Degree in IT/Computer Science or related field is required.
- Minimum 8 years experience creating and executing the testing of plans and strategies is required.
- Minimum 5 years technology experience is required.
- Work history in a Credit Union or financial institution is preferred.
Click here to view full job description
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.
Assist in creating an overall IT quality strategic roadmap and approach to quality assurance that will ensure required performance and functionality of HVCU’s technology and applications.
Assist in the creation of end-to-end test strategies for testing of major platform and application deployments, upgrades, and maintenance. Follow best practices for quality assurance processes and perform them in a timely and efficient manner.
Create quality assurance and testing standards to be adhered to by all HVCU staff. Educate and guide business users on the importance of quality assurance/testing and their practices.
- Design, develop and maintain automation for validating data to ensure data quality and consistency.
- Lead quality assurance plans to support system integrations, conversions and migrations.
Partner with HVCU’s Project Management Office in the creation of quality assurance and activities in project plans.
Provide oversight, guidance and management to quality assurance 3rd parties providing services to HVCU to achieve assurance goals in a cost effective manner.
Increase team capacity through the use of automated solutions to enable speed and agility in meeting business needs.
Develop control processes and scorecards to monitor data and reporting issues to produce QA test result reports, in an effort to drive and coordinate issue resolution with responsible parties.
Ensure solutions within the environment follow established guidelines, policies, and technical frameworks.
Act as a liaison and collaborate with business clients, technology personnel, and support providers to track and implement business requirements, drive efficient and effective discussions regarding QA best practices and implement strategies throughout the life cycle of projects or process improvements.
Keep current with technology trends, solutions, and vendors.
Perform other job-related duties as necessary.
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.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 5/30/24
Exciting Opportunity for Full-Time RN Case Managers in Highland, NY!
Are you a dedicated and compassionate Registered Nurse seeking a fulfilling career in case management? Look no further! We are currently seeking experienced RN Case Managers to join our dynamic team in Highland, NY.
Position: Full-Time RN Case Managers
Employment Type: Direct Hire
Location: Highland, NY
Salary: $80,000 - $90,000 per year (based on experience and education)
Benefits:
- Competitive salary with potential for growth
- Comprehensive benefits package
- Local work, serving the Highland community
- Opportunity to join a dedicated and rewarding team
RN Case Managers Qualifications:
- Valid RN license in the state of New York
- Previous experience in hospital or home care setting preferred
- Strong communication and interpersonal skills
- Ability to work collaboratively in a multidisciplinary team
- Dedication to providing high-quality patient care
- Knowledge of case management principles and practices
RN Case Managers Responsibilities:
- Provide comprehensive case management services to patients, coordinating care and services across the healthcare continuum
- Conduct assessments and develop individualized care plans in collaboration with patients, families, and healthcare providers
- Monitor patient progress and outcomes, making appropriate adjustments to care plans as needed
- Advocate for patients and families, ensuring their needs are met and their voices are heard
- Collaborate with healthcare providers, community resources, and other stakeholders to optimize patient care and outcomes
- Maintain accurate and timely documentation of patient interactions and care coordination activities
If you're ready to join a dedicated team and make a difference in the lives of patients in Highland, NY, apply now!
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $80,000 - $90,000 Year
- Highland, NY 12528
- 6/3/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Level: Experienced Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $81,000.00 - $85,500.00 Salary Job Shift: Day Job Category: Health Care DescriptionALR Unit Manager Responsible to Position Classifications Director of Nursing Salaried /Exempt Directly Supervises and Evaluates None Is Back Up To:DON Is Backed Up By:DON/Case Manager/Social Work WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The ALR Unit Manager (Unit Manager of EH) provides oversight and adherence to the ALR nursing care unit’s policies and procedures, nursing staff compliance and education ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Recruitment and Evaluation of Staff Primary responsibility for oversight, management, evaluation and progressive counseling of LPNS and Aides (annual and 90 day evals) and oversight of LPN and Aides day to day on the unit (*CF) Prepares and administers all progressive counseling to LPNs and Aides – this includes performance, conduct, time and attendance, as well as any other categories of progressive counseling where appropriate (*CF) Consults with Human Resource Director and Director of Nursing for each newly encountered instance of progressive counseling, as needed, to ensure compliance with Woodland Pond employment policies and practices Staffing Notifies DON of changing staff framework needs (increase / decrease coverage for acuity, etc) Unit Manager handles off hours staffing issues only when Scheduler and MOD have not been successful (*CF) Education and Development Oversees and evaluates staff, reinforces lessons learned in training sessions provided and performs random critical thinking audits on all staff Is an active member and contributor to the GV (memory care) programming Care Planning Unit Manager along with Case Manager ensure accuracy of Individual Service Plans and Acuity Tools, communication, and adherence to same (*CF) Works with Case Manager to correctly identify residents that should be deemed “Enhanced” level of care on census (40 of 60, permitted) Policy and Procedure Responsible for implementing and enforcing all policies and procedures for all staff, on all shifts, based on having a proficient understanding of the ALR regulations Requesting, as needed – higher level in service support from I/D team if necessary on the implementation and enforcement of these policies Active consideration of existing policies and procedures and proactive requests to appropriate parties for consideration of policy and procedure modifications to better and more safely serve our residents (*CF) Order of Accuracy and Compliance Receives daily feedback from LPN’s on missed orders / concerns / delays, etc. (*CF) Carefully monitors accuracy, appropriateness and best practice with the inter-disciplinary team and Medical orders (*CF) Includes monitoring of all interdisciplinary orders Participate in and contribute to facility QAPI as deemed necessary in ALR General Serves on Manager on Duty rotation (*CF) Performs resident condition assessments within RN scope of practice Provides limited support of clinical information systems on a periodic basis Completes all required training and in-services All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Able to work a flexible schedule Maintains predictable and reliable attendance QualificationsQualificationsRN graduate of an accredited school of nursing; BSN required in accordance with BSN in 10 law in NYS Minimum of five years of long term care nursing preferred. Minimum of three years of nursing experience requiredOne year of supervisory experience preferred in the Assisted Living settingHolds a current, unencumbered RN license to practice in the State of New YorkValid CPR certificationProficiency with computers and standard office softwareDemonstrated knowledge and skills necessary to provide care primarily to the geriatric populationExperienced
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/5/24
A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24