Your search resulted in 24 "Sales Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Sales Manager
Empire Merchants North is the premier wine and spirits distributor in Upstate New York with roots going back to the end of Prohibition. With more than 600 dedicated employees and state-of-the-art facilities, Empire Merchants North has become synonymous with both service and quality and has earned the loyalty of more than 9,000 area restaurants, bars, hotels, nightclubs, and retail outlets. Empire Merchants North acts as a marketing agent for the brands that we represent and is proud to employ the most knowledgeable and well-equipped sales force in Upstate New York.
We are seeking a high energy, motivated Night Warehouse Supervisor in our Coxsackie, NY Distribution Center.
The primary duties of the Night Shift Supervisor will strive to achieve the production and
distribution objectives of the company using supervisory methods and coaching techniques. Is
responsible for warehouse training, developing warehouse personnel to ensure accurate, on
time, and damage free movement of product shipped out of the warehouse. Will help build a
team environment of well-trained employees. Employ excellent communication skills to facilitate
completion of night shift job duties. Follow and promote the accepted safety practices to
maintain a safe working environment. Emphasis will be placed on proper truck loading and
breakage and damaged product control ensuring high levels of customer satisfaction.
Position will also learn the processes and serve as a back up to the night managers in the areas
of shift production set up; understanding how to and executing on waving, label creation, job
assignment, invoicing, and other administrative tasks as needed to ensure successful night shift
work completion in the absence of the night shift Manager.
ESSENTIAL POSITION RESULTS
• Must be able to multi-task and stay on top of highly complex processes with a large
amount of data.
• Must be able to maintain composure and stay focused in times of stress.
• Must be able to recognize problems at an early stage and be able to communicate and
trouble shoot to resolve the problems.
• Must possess good communication skills to keep night management fully apprised of
situations that arise. When necessary, will need to contact technical support to resolve
system and software problems.
• Supervises warehouse union employees. Working knowledge and a thorough
understanding of the Collective Bargaining Unit Contract is required.
• Expected to provide staff coaching for improvement as well as praise for a job well done.
• Works with all hourly employees to insure the accurate picking of orders and proper
loading of trucks.
• Must have knowledge of SAP, Lucas, and all warehouse management systems.
• Maintains a safe and clean working environment by complying with procedures, rules,
and regulations
SUPERVISORY RESPONSIBILITIES
Supervises members of the night warehouse team. Works closely with Management to direct the
workflow in an efficient and professional manner. Is responsible for providing effective
leadership while fostering a positive team environment and providing overall direction,
coordination, and evaluation of the department. Performs supervisory responsibilities in
accordance with the organization's policies and applicable laws. Responsibilities include but are
not limited to training employees; planning, assigning, and directing work; recognizing,
rewarding, and coaching; addressing complaints, and resolving problems.
COMPENSATION & BENEFITS
Empire Merchants North offers a competitive compensation package including:
• Paid Holidays, Health Plan options (medical, dental, life insurance, and other voluntary plans), Flexible Spending Account, 401K, PTO, vacation accrual, and more.
• Hourly Rate $28.85 per hour / Full time / Monday - Thursday
• The company will evaluate a specific candidate's education, skills and experience when making an offer
QUALIFICATIONS
Education, Certifications and/or licenses
EXPERIENCE:
-High School Diploma or equivalent, college preferred.
-At least 3 - 5 years related experience and/or training; or equivalent combination of
education and experience
KNOWLEDGE/SKILLS:
-Proficient PC skills using MS Office and other various computer systems.
-Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals.
-Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers,
common fractions, and decimals.
-Must be a results oriented professional with excellent verbal and written communication
skills using diplomacy and discretion as well as strong customer service skills.
-Ability to multi-task, work independently and/or within a team, pays attention to detail and
meets deadlines.
TRAVEL REQUIREMENTS
None
Applicants only, No Recruiters please.
Empire Merchants North is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, sexual orientation, gender identity, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Empire Merchants North will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (800) 724-3960.
- Full Time
- Immediately
- 28.85 Hour
- 16 Houghtaling Road, W Coxsackie, NY 12192
- 5/1/24
We’ve been making cheese since 2007… come join the team!
We are located in the beautiful mid-Hudson; our Creamery sits among the fields and rolling hills of our sister company Chaseholm Farm, which practices regenerative, grass-fed dairying. We are currently a small, human-scale operation of 5-6 full time staff sending high-quality artisan cheese out into the Hudson Valley, NYC area and beyond, and we are at an exciting stage of growth and expansion. We are currently looking for 1 full-time and 1 part-time team member but are flexible in terms of schedule. Reach out to us and let’s talk about our needs and yours!
Working at the Creamery is a fast-paced, engaging experience. We start the day early saying hello to the Chaseholm cows, picking up milk, and off we go! We’re a small team and we do most things by hand – we are artisans after all! It is an intensive work environment, but at the end of the day, you get to point to a delicious, ripe Camembert or a nutty, delightful slice of Tomme and say, “I made that!” No day is the same; you’ll never get bored and you’ll learn a lot. You’ll be able to get involved in all aspects of cheesemaking:
- Milk receiving and pasteurizing
- Cheese making and production
- Cheese ripening and affinage
- Cheese packaging and labeling
- Recordkeeping and analysis
- Cleaning and sanitation
Additional areas you could get involved in include:
- Mechanical plant and equipment maintenance
- Food safety regulation and compliance
- Sales and customer service at farmers’ markets across the region (please see the farmers’ market associate job posting!)
- Accounts management with our retail and distributor partners
You do NOT need experience in cheesemaking or food production! We will teach you. However, there are a few qualities that our ideal candidate will have.
You MUST have:
- A reliable means of transportation: our rural location is not accessible by public transportation
- The ability to handle physically demanding work, lift 30 lbs comfortably, remain moving on your feet for a few hours at a time (with breaks of course!): certain tasks are possible to complete while sitting but there is definitely a lot of walking around on the processing floor!
- A strong work ethic with regards to time management: when you’re on the clock you’re working efficiently
Ideally, you are also:
- Proactive: you take the initiative to start the next task
- Ready to take ownership of a project or area, learn the ins + outs, and follow through to completion
- Attentive to details and able to maintain focus through a repetitive task
- Able to communicate clearly and respectfully with others about your needs and team needs
- Interested in learning about the art + science of cheesemaking: you don’t need to become an expert but we’d like for you to understand the “why” behind the “what” so you are able to execute tasks efficiently and make best judgements to produce the best quality cheese
We are indeed a small team and do our best to support each other as we juggle each day’s and week’s tasks. We like to plan ahead but look to remain flexible as different needs come up. We often work in teams on larger tasks and solo on other small ones. We like to work hard so we can play hard, we know that beer tastes better ice cold, and we’ve enjoyed many a team pizza party and bonfire cookout. Sometimes we’ll do both at once: you might find us one day blasting pop tunes as we clean cheese equipment and the next day listening to some delightful classical music as we press cheese curds into their final forms.
We are ideally looking for a full-time staff for Monday-Friday or and for part-time help for limited, flexible hours including the weekend. We are flexible, reach out to us and let’s see if we can find a fit! We look forward to hearing from you. Say cheese!
- Full Time
- July 1st
- $18-25 Hour
- 100 CHASE ROAD, PINE PLAINS, NY, NY 12567
- 6/6/24
Job Title: SAP Sales Assistant
Location: Danbury, CT
Type: Temporary to Permanent
Schedule: Monday-Friday, 8:30 AM - 5:00 PM
Pay Rate: $22 - $28 per hour
About Us: We are a leading company in the HVAC industry located in Danbury, CT, seeking a detail-oriented SAP Sales Assistant to join our Inside Sales Team. This position offers the opportunity for growth and advancement within our organization.
SAP Sales Assistant Requirements:
- Proven experience in a sales support or administrative role, preferably in the HVAC industry.
- Strong proficiency in SAP software with 1-3 years of hands-on experience.
- Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
- Mechanical and technical knowledge of HVAC parts and systems preferred.
- Exceptional attention to detail and accuracy in all tasks and communications.
- Effective communication skills, both written and verbal, to interact with team members and clients professionally.
Why Join Us:
- Opportunity to work with a dynamic team in a fast-paced and rewarding industry.
- Chance for career growth and advancement within the company.
- Competitive pay rate and benefits package.
- Collaborative and supportive work environment focused on teamwork and innovation.
SAP Sales Assistant Responsibilities:
- Provide essential support to the Inside Sales Team by assisting with various tasks and projects.
- Create accurate and timely quotes for clients based on their specifications and requirements.
- Facilitate the submission of client orders, ensuring completeness and accuracy in the process.
- Utilize mechanical and technical knowledge of HVAC parts to assist customers effectively.
- Utilize SAP software to manage sales orders, inventory, and customer data efficiently (1-3 years of SAP experience required).
If you are a motivated individual with SAP experience and a passion for providing excellent sales support, we want to hear from you! Apply now to join our team as a SAP Sales Assistant and take the next step in your career.
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
- $22 - $28 Hour
- Danbury, CT 06810
- 6/10/24
Customer Account Specialist Position
Location: Wappingers Falls, NY
Type: Direct Hire
Salary: $47,000 per year
Work Schedule: Monday to Friday, flexible 8-hour shifts between 8 am to 8 pm, occasional rotating Saturdays.
Customer Account Specialist Requirements:
- Minimum of 2 years' experience in customer service or a related position.
- Two-year (or higher) college degree preferred.
- Strong multitasking and attention to detail skills.
- Exceptional verbal and written communication skills.
- Proficient with Microsoft Suite and technical expertise in Salesforce or TalkDesk.
- Experience with CRM tools like Monday.com, Pipedrive, Zendesk, Hubspot, Oracle, etc., is strongly desired.
- Home internet access is required for off-site/remote operations.
Customer Account Specialist Responsibilities:
- Problem Resolution: Coordinate and implement solutions for customers, ensuring timely and professional communication to achieve satisfaction.
- Order Management: Handle order placement, inquiries, invoices, shipping details, product availability, and compliance with credit policies.
- CRM Management: Enter and oversee data in Salesforce, manage account setup, tax information, and contractual components of Purchase Order management.
- Technical Support: Utilize product knowledge to troubleshoot and resolve customer issues, initiate sales conversations, and provide product support.
- Cross-Functional Collaboration: Work seamlessly with departments such as Sales, Customer Success, Logistics, and Supply Chain to enhance the overall customer journey.
Take the next step in your career. Apply today!
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
- $47,000 Year
- Wappingers Falls, NY 12590
- Today
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
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.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- 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
- 6/11/24
Hudson Valley Credit Union is currently recruiting for the position of FSR I. Primary Function: process a complete range of branch services for retail and business members, including opening new loans and accounts, processing transactions, and cross selling credit union products and services. Use a needs based sales approach to establish new memberships, make referrals to business partners, deepen member relationships and retain members.
Responsibilities
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience required
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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience required
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.
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- Fishkill, NY 12524
- 6/11/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Rhinebeck, NY 12572
- 6/13/24
Hudson Valley Credit Union is currently recruiting for the position of FSR I Bilingual. Primary Function: process a complete range of branch services for retail and business members, including opening new loans and accounts, processing transactions, and cross selling credit union products and services. Use a needs based sales approach to establish new memberships, make referrals to business partners, deepen member relationships and retain members.
Responsibilities
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 year of customer service and sales experience in a financial institution or retail environment
- Verbal and written fluency in both English and Spanish is required
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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Minimum 1 year of customer service and sales experience in a financial institution or retail environment
- Verbal and written fluency in both English and Spanish is required
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.
- Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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.
- Part Time
- Immediately
- Newburgh, NY 12550
- 6/6/24
Hudson Valley Credit Union is currently recruiting for a Director of Digital Channels. Primary Function: Responsible for the profitability, growth, engagement, and efficiency of the HVCU digital channels. Drive new member acquisition, deposit, and loan growth via digital channels. Enable innovation across HVCU digital properties and media. In collaboration with other departments, drive the ongoing roadmap for Digital Services to grow and penetrate target markets via digital acquisition, retention and cross selling strategies. Deepen member relationships and the end user digital experience.
Responsibilities
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Measure and report on performance of all member digital experiences and assess against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- 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 Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
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 Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
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.
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Measure and report on performance of all member digital experiences and assess against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- 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
- 6/12/24
Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
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.
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- Chester, NY 10918
- 6/11/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Pleasant Valley, NY 12569
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 5. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 4. Primary Function: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, 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.
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- 6/6/24
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 salary & 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 successful member outcomes 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 throughout the transaction process by supporting members with their financial needs.
- Develop expertise on all investment products.
- Liaise 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 experience. - Develop new processes to further automate member workflows and create a seamless experience.
- Additional responsibilities will be determined based 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 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
- 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 experience, preferably within Credit Union or Financial Institution experience required.
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.
- 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 experience, preferably within Credit Union or Financial Institution experience required.
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.
- 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 successful member outcomes 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 throughout the transaction process by supporting members with their financial needs.
- Develop expertise on all investment products.
- Liaise 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 experience. - Develop new processes to further automate member workflows and create a seamless experience.
- Additional responsibilities will be determined based 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 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
- 6/10/24
Hudson Valley Credit Union is currently recruiting for the position of Sr Auditor. Primary Function: Perform operational, financial and compliance audits of Credit Union operations according to the annual audit plan; and review, ensuring adequacy of internal controls, compliance to government regulations, adherence to Credit Union policies and procedures, DFS and NCUA requirements, in accordance with IIA standards. Provide consulting services to Credit Union management to add value to Credit Union operations.
Responsibilities
- Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
- Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
- Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
- Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
- Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
- Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
- Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
- Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
- Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
- Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
- In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
- Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
- 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 Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
- Professional certification (CPA, CIA, CBA) preferred
- Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience 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 Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
- Professional certification (CPA, CIA, CBA) preferred
- Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience 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.
- Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
- Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
- Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
- Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
- Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
- Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
- Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
- Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
- Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
- Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
- In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
- Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
- 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
- 6/6/24
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
Hudson Valley Credit Union is currently recruiting for the position of VP Creative Director. Primary Function: Translate business and marketing objectives into clear omni-channel creative strategies, and turn creative outputs into revenue.
Responsibilities
Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.
Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.
Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.
Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.
Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.
Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.
Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.
Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.
Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets
Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.
Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.
Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.
Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.
Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.
- 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 Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required.
- Minimum 5 years leadership experience is required.
- Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
- Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required.
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 Marketing/Business or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years broad creative and management experience with a strong portfolio of design excellence demonstrating a proven track record of success is required.
- Minimum 5 years leadership experience is required.
- Expertise in, and hands on experience with corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement and operationalize the brand strategy in a matrixed environment is required.
- Digital performance media background with expertise in programmatic display, paid social and paid search media, Google marketing platforms, analytics as well as other digital marketing and CRM platforms and tools. Hands on experience with Google ads platform, and direct management of SEM is required.
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.
Own, define and evolve HVCU’s brand and brand strategy including messaging frameworks and standards across our channels; collaborate with key stakeholders on brand architecture, and ensure that all channels and departments are working toward the same brand vision with our brand personality consistently displayed in everything we do.
Lead the planning, execution, and optimization of integrated omni-channel brand campaigns including website, social media, email marketing, SMS marketing and digital advertising.
Implement a brand strategy through differentiated and impactful marketing campaigns across all markets and key identified targets.
Partner with product marketing, PR, business units and other stakeholders to coordinate comprehensive and scalable campaigns for new and mature markets.
Design creative messaging for all digital initiatives including website updates, emails, social media banner ads, etc. with ability to interpret and transform brand positioning and print visuals into a digital platform.
Lead, develop, implement and maintain a creative and content strategy using innovative and captivating concepts for integrated campaigns on behalf of our brand and our partners that align with our mission, impact and core values.
Develop and implement a comprehensive content strategy that includes compelling storytelling through digital, video, photo, audio, copy, and print media that aligns with the company's strategic objectives and resonates with target audiences.
Establish key performance indicators (KPIs) and metrics to track the effectiveness of brand initiatives and campaigns. Analyze data and insights to evaluate brand performance, identify areas for improvement, and make data drive recommendations for optimization.
Manage the end-to-end production process, from ideation to final delivery, while adhering to timelines and budgets
Stay informed about industry trends, best practices, and emerging technologies to continuously elevate the quality of creative output.
Act as a brand steward, ensuring that all creative work reflects the company's values, messaging, and visual identity.
Present creative concepts and strategies to key stakeholders, including executives and clients, articulating the rationale behind each decision.
Drive innovation and experimentation in content creation, exploring new formats and techniques to engage audiences in unique ways.
Conduct market research, competitive analysis, and consumer insights studies to inform brand strategy development and optimization. Stay current with industry trends, regulatory changes, and consumer preferences to identify opportunities for brand innovation and differentiation.
- 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
- 5/24/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Loan Officer. Primary Function: counsel prospective commercial loan applicants regarding the specific commercial loan programs that are appropriate for their financial circumstances and assist them in completing the process of obtaining a commercial loan in accordance with Credit Union and regulatory guidelines. Covers Putnam, Westchester & Rockland territories. Position is commission eligible.
Responsibilities
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- 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
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience 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.
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience 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.
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- 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
- 5/3/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
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
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 6/8/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Assist the Golf Manager and Golf Shop Supervisor with meeting specific operational goals, general Golf Shop procedures, course operations and measures.
ESSENTIAL JOB FUNCTIONS:
•Maintain safe and pleasant golf environment for the guests.
•Promote Mohonk Mountain House’s unique golfing experience while interacting with guests.
•Organize and communicate to Golf Manager all information relating to guest needs and potential golf events, conditions, problems, or concerns.
•Professionally answer telephone calls.
•Record and coordinate all golf lesson reservations.
•Responsible for all daily office procedures using tee sheet software to book tee times, voice-mail system, POS, Golf/Lunch package reservations, etc.
•Operate Point of Sale device to record all greens fee and cart rental sales, lessons, and merchandise sales.
•Maintain a clean and orderly appearance in the Golf Shop at all times.
•Ranger-Patrol golf course, maintain safe and orderly pace of play.
•Stock beverage, snacks, and merchandise racks.
•Interact cordially and professionally with all guests and co-workers.
•Communicate clearly and effectively with the golf staff, golf grounds staff, recreation staff and all other Mohonk Mountain House service staff.
•Organize and inspect golf rental sets, maintain adequate rental sets.
•Inspect course conditions and make recommendations based on play of the course.
•Outgoing and friendly personality.
•Trustworthy, dependable and honest.
•Work flexible or changing days and hours.
•Work in a manner that will not endanger self or others.
•Sell merchandise in the Golf Shop.
•Refill gas golf cart with gasoline at pumping station.
•Perform daily cleaning protocols.
•Work weekends and holidays when needed.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Handles change, adversity, and emergency situations in a calm and levelheaded manner.
•Analyze problems and develop and implement action plans to address problems.
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 75 pounds from ground level to waist level and carries a distance of up to 100 feet with/ without assistance. Walk up to 7 miles per day.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Perform basic mathematic calculations and cash handling skills.
•Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
•Speak clearly and in front of groups of people up to 20 people.
QUALIFICATIONS:
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
•CPR and First Aid Training preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Immediately
- New Paltz, NY 12561
- 6/9/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Massage Therapist is responsible for providing all the various massage services offered in the Spa at Mohonk Mountain House. The Massage Therapist is an active member of the Spa team responsible for maintaining a high level of guest service and satisfaction. The Massage Therapist is expected to make a professional recommendation for their guest to facilitate continued wellness.
ESSENTIAL JOB FUNCTIONS:
•Attend in-house trainings with the ultimate goal of being able to perform all massage services offered at the Spa at Mohonk Mountain House as described in the Spa Menu.
•Learn, demonstrate, and adhere to sequence and protocols for each massage service added to skill set.
•Perform professional recommendation of retail with the goal of 10% product sales to service revenue.
•Demonstrate thorough familiarity of Spa services by performing professional recommendation of next experience for guests served in a meaningful and relevant manner.
•Retain guests by consistently providing excellent customer service. This includes anticipating guest needs and adhering to the standards for spa guest service.
•Communicate guest issues to Spa Management.
•Promptly greet guest and provide spa guests with a tour of spa facilities when needed. Escort guest to and from treatment room.
•Perform services keeping guest satisfaction as priority, while running on time for next guest.
•Begin and end all treatments on time, adhering to bookings.
•Provide guests with a thorough and knowledgeable professional massage.
•Clean and sanitize work area as per departmental policies.
•Remove all soiled linen from massage room(s) and deposit in designated area.
•Operate all tools and equipment needed to perform the Spa at Mohonk Mountain House services safely.
•Stock and organize massage room(s) with appropriate linens and supplies.
•Prepare material and supplies for daily operations.
•Maintain a flexible work schedule including weekdays/weekends, holidays, and during peak periods of business.
•Maintain availability of a minimum of three shifts per week.
•Attend vendor trainings and events as assigned to learn the ingredients of products used in order to know possible contraindications due to allergies or medical issues provided by guests and to learn benefits of ingredients and products used to be able to offer well-informed recommendations to guests to facilitate continued wellness.
•Listen well, communicate effectively and establish working relationships with other staff, management, and guests that have a variety of educational backgrounds and values.
•Speak, read, and write the English language and communicate in a clear and congenial manner, with our guests, visitors, and employees. Hear verbal instructions, directions, and warnings.
•Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
•Wear proper protective equipment when performing tasks that recommend such equipment.
•Inspect and report maintenance needed on equipment used to provide services.
•Inform supervisor of hazardous situations, emergencies, or threats to security of guests, employees, or hotel assets.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Work productively and efficiently with or without supervision when performing tasks.
•Prioritize and meet time goals in a calm professional manner.
•Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
•Attend events, programs, and trainings as needed to enforce and support Mohonk Mountain House policies and culture.
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 75 pounds from ground level to 4 feet and carry a distance of up to 30 feet with/ without assistance. Walk up to 3 miles per day.
•Maneuver carts or dollies safely with loads up to 100 pounds up and down stairs, elevators, through passageways or outdoors up to 100 feet.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust and focus.
•Interact patiently with teenagers and adults.
•Act calmly and professionally in stressful situations.
•Analyze problems and develop and implement action plans to address problems.
•Demonstrate high moral character in handling lost items and valuables turning them in immediately to designated lost and found area.
QUALIFICATIONS:
•Valid and current NYS License for Massage Therapy.
•Minimum of 2 years work experience in a professional spa setting preferred.
•Basic CPR/First Aid Certification preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Part Time
- Immediately
- New Paltz, NY 12561
- 6/11/24
BASIC FUNCTIONS AND RESPONSIBILITES:
Supervises the operational aspects of the stables program including horseback riding, pony rides, carriage operation, corporate events, public relations, staffing, expense control, and sales; maximizing revenue while maintaining a high quality of safety and service. This person will respond quickly and appropriately to satisfy all guest and staff requests while promoting a positive and safe experience. The Stables Supervisor is an active member of the recreation team who responds to all issues of departmental concern within the framework of the operation of the total hotel.
ESSENTIAL JOB FUNCTIONS:
•Oversee daily operations of the stable in absence of Stable Manager including: staff, rides, reservations, accounting procedures, and animal care.
•Demonstrate competency as horseback rider with ability to mount horse from the ground.
•Arrive prepared, on time, and ready to work; maintain good attendance.
•Display good horsemanship and have a strong fundamental background in horse ailments, conditions, and traits.
•Demonstrate “Horse sense” and interpret herd behavior.
•Assess rider’s abilities and horse behaviors in response to riders’ actions.
•Maintain a structured working environment for staff.
•Supervise and train stables personnel.
•Ensure all riders have accurately signed waiver form and payment receipt.
•Communicate instructions clearly and effectively in an ever-changing/active situation that guests of any age can understand.
•Explain proper safety procedures during the mounting and dismounting process; accurately fit guests to their saddles, stirrups, helmets and other equipment.
•Tack or harness animals prior to (or at end of) carriage or trail ride, completing a safety check of the equipment every time and maintaining equipment condition and appearance.
•Organize horse and riders in trail (lineup) groups in an efficient and safe manner.
•Learn trail routes and historical/interesting facts about Mohonk Mountain House and the surrounding area.
•Encourage, display, and role model proper riding form at all times.
•Follow grooming, feeding/watering schedules for each animal.
•Dispense, inject (IV and IM), and apply prescribed medications and treatments to animals with accurate, detailed, record keeping.
•Detect and eliminate/reduce potential hazards from and around the trail system and barn area.
•Clean barn, riding arena, paddock, courtyard, and trail system using a golf cart or wagon.
•Lead horses to and from paddocks and riding arena, lead another horse while riding a horse.
•Lead trail rides and drive carriages for up to 3 consecutive hours.
•Lead pony ride for our guests as young as 2 years of age up and down moderate inclines.
•Load hay in/out of the hayloft of barn.
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 75 pounds from ground level to waist level and carry a distance of up to 100 yards with/ without assistance. Walk up to 7 miles per day.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Work in a manner that will not endanger self or others.
•Handle stressful, noisy, crowded, distracting, and emergency situations calmly, with a level head; including situations involving heights or closed in areas.
•Work in a hot/cold climate for extended periods of time.
•Maintain a consistent attitude, cheerful, positive, and “can do”. Speak positively about Mohonk, guests, and coworkers.
•Multi-task and pay attention to operational details while being attentive to guests. (Safety patrol of the barn and surroundings)
•Respond, in an encouraging manner, with alternate solutions to meet the guests’ needs or requests; show initiative and take action with an appropriate level of independence.
•Show interest and patience while working with young or adolescent children and novice rider.
•Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
•Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
•Maintain a flexible work schedule including days/nights, overnights, weekdays/weekends, holidays, and during peak periods of business.
•Answer phones in a clear, professional manner, and retrieve voicemails; capable of returning calls, taking precise written messages, processing payment, and follow through.
•Give accurate information, face to face, and over the phone. Maintain a complete knowledge of: All stables offerings, policies, and pricing; resort features; activities; and hours of operation.
•Operate POS cash register, record allocations of skate usage, differentiate the denominations of U.S. currency and coins, and make change in a timely manner during a transaction.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards of cleanliness.
•Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
•Speak clearly in front of groups of up to 20 persons; communicate well so that guests of any age can understand.
•Energy , initiative, creativity , and willingness to try new approaches and techniques.
•Memorize names of plants, animals, names of guests, and horses/mules.
•Analyze problems and develop and implement action plans to address problems.
•Prepare administrative reports in a clear, logical manner.
•Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook.
•Develop and implement innovative and interesting programs.
•Take reservation and billing information using computer based program with utmost accuracy and detail.
•Establish and maintain positive guest relations and a peaceful riding and/or carriage experience.
•Wear proper protective equipment appropriate to the task being performed.
•Clearly communicate results of efforts, problem resolution steps, and completed tasks verbally and in writing
•Work independently and as part of a team.
•Take charge of the staff as regards the upkeep and appearance of the barn area, surroundings, animals, and equipment.
•Assist and oversee the feeding/watering schedules and menu for each animal.
•Dispense and apply prescribed medications and treatments to animals.
•Develop and enforce trail routes, exercise routines, and breaks for animals.
•Oversee farrier and vet visits.
•Available for after hours emergency horse care.
•Monitor staff schedule, time clock punches, and scheduled breaks daily.
•Oversee schedule of daily staff and assignment of riders to horses based on level of ride and skill of riders.
•Assist in scheduling of all stables business including; riding, carriages, private events; coordinates through the appropriate Mohonk departments including: Guest Services, Information Desk, Gatehouse, and Recreation.
•Lead daily staff shift briefing.
•Assist in evaluating staff during the appraisal process.
•Maintain the daily reservation books; create times with flexibility and knowledge of the regular scheduled daily offerings
QUALIFICATIONS:
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
•CHA certification a plus
•A.A. or B.S degree in Equine Science is helpful
•Minimum of 4 years experience in a public/private stables operation with a proven record of increasing responsibility
•Current standard First Aid and CPR preferred
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Weekends and holidays are a must though November
- Immediately
- New Paltz, NY 12561
- 6/4/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Serve as the primary point of contact related to Recreation, Spa and Meal reservations for in-house guests. This staff person will have very high levels of guest contact. In addition to assisting guests with reservations for activities, this staff member will serve as contact point for Mohonk Staff members looking to provide further guest experience enhancements. This person will be responsible for the coordination and maintenance of the Central Stairs information boards related to content and appearance.
ESSENTIAL JOB FUNCTIONS
- Greet guests immediately with a friendly and sincere welcome.
- Use a clear, understandable speaking voice, exercise judgment, respond to inquiries with accurate information regarding hours of outlet operation, directions to local attractions, or meeting rooms, car rentals and airline shuttle service, etc. according to individual needs.
- Learn and retain a current knowledge of all Mohonk Mountain House offerings for food and beverage, recreation, and other services.
- Learn and retain a knowledge of Mohonk Mountain House history, family history, policies and values.
- Demonstrate a current knowledge of the various attractions, activities and events available in Ulster, Dutchess, and Orange Counties. Provide directions.
- Demonstrate a basic knowledge of other attractions in the Hudson Valley Region. Provide directions.
- Demonstrate a basic knowledge of all mass transportation and rental services available to/from Mohonk Mountain House and the metro areas of New York, New Jersey and Connecticut.
- Demonstrate a familiarity with the services and floorplans of Stewart, Albany, Westchester, JFK, Laguardia, and Newark airports as well as Port Authority Bus Terminal of NYC, and Grand Central Station. Have a basic understanding of the New York City Subway system.
- Work with external companies to arrange excursions to surrounding area attractions on behalf of the guest.
- Maintain a current knowledge of reputable restaurants, bars, eateries, retail, and other services available in Ulster County.
- Create and consistently maintain a quality work environment that is conducive to "Legendary" service.
- Work in conjunction with the Front Desk staff and other departments to accommodate guest information needs/services.
- Maintain open, concise, and consistent communication with management, co-workers and guests.
- Book guest reservations for in-house dining, spa, recreation and other services utilizing various windows based reservations system/point of sale.
- Enter and confirm reservations in the systems with the utmost accuracy and detail to capture all important information. Assist guests with questions regarding their existing reservations.
- Process special requirements and needs for guests through the proper channels so that the requests and needs are met accurately and to the guest’s satisfaction and safety.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Take responsibility for guest concerns: listen, empathize, apologize, resolve and never prove the guest wrong.
- Maintain confidentiality and use discretion and proper judgment in all matters, at all times.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proper accounting procedures for deposits, refunds, rate adjustments and end of shift audits.
- Work under stress from contact with public, demanding deadlines and changing priorities and conditions.
- Remain calm and alert during heavy resort activity. Plan and implement detailed steps by using experienced judgment and discretion.
- Act calmly and effectively in emergency situations and maintain a full understanding of the Mohonk Mountain House Evacuation Plan.
- Demonstrate professional composure and use good manners on the telephone and in person. Answer and respond to telephone calls and emails promptly and communicate in a clear and professional manner. Produce well-written and error-free emails and documents.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation, speaking enthusiastically and engaging with others.
- Participate in outbound sales communications. Achieve high call volume and conversion ratio based on goals set by the Director of Hotel Operations.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook, Resort Suites, Reservation Assistant. NAVIS Applications & Software knowledge a plus.
- Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
- Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
- Lift up to 25 pounds from ground level to waist level and carries a distance of up to 50 feet with/ without assistance. Walk up to 5 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Work in active guest setting subject to continuous interruptions and background noises.
- Work up to five hours viewing a computer video monitor and/ or operating a keyboard.
QUALIFICATIONS:
- Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
- At least 3 years of experience in a customer focused work environment with proven problem-solving preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/2/24
At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community. We are seeking an Indirect Lending Manager to join our growing team in Poughkeepsie, NY.
As the Indirect Lending Manager, you will be responsible for managing the Indirect Lending team, directing and coordinating all indirect lending activities within the department, and increasing the credit union’s portfolio of loans and other financial services. You will analyze loan requests submitted to the Indirect Lending Department and make credit decisions based on lending policy.
What We’re Looking For (Qualifications):
- 3-5 years of similar or related lending and underwriting experience
- Experience managing a team is highly desired
- Experience with indirect lending and/or automobile sales is desired
- Strong communication and relationship-building skills
- Must have a valid driver’s license and reliable vehicle
- Must have flexible availability to work some evenings and Saturdays as needed
What You’ll Get (Perks & Benefits):
- Work-life balance and supportive, team-oriented environment
- Comprehensive health, dental, and vision insurance
- 401k match
- Defined benefit plan (pension)
- 5 weeks’ Paid Time Off, and more!
What You'll Do as the Indirect Lending Manager (Responsibilities):
- Manage the Indirect Lending Department and its staff
- Analyze credit worthiness of member applications and make lending decisions
- Work with approved dealerships to ensure TEG’s Indirect Lending program requirements are met and procedures are followed
- Monitor product delivery and quality, including auditing of loan files
- Assist in developing new loan products and services and improving existing loan products and services
- Act as liaison to branches and internal departments for issues regarding lending
- Generate month-end loan department reports
Pay: $65,000 - $75,000 / year, based on experience
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $65,000 - $75,000 Year
- Poughkeepsie, NY 12601
- 5/15/24