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BASIC FUNCTIONS AND RESPONSIBILITIES:
Responsible for the preparation of fresh and wholesome hot buffet foods for breakfast and lunch for a hotel serving up to 2500 meals per day ensuring a smooth operation, proper sanitation, and sound management of three to ten employees.
ESSENTIAL JOB FUNCTIONS:
- Assume responsibility for the overall production of hot breakfast items, lunch, and additional hot banquet preparations served for both breakfast and lunch.
- Open kitchen and coordinate all hot food preparations for breakfast, and lunch, ensuring food is presented in accordance with company specifications.
- Work with Front of the house buffet staff to ensure opening timelines are met for the Main dining room and lower dining rooms.
- Oversee hot food garnishes and ensure that all buffet foods are replenished in a timely manner.
- Work with Room service team to ensure all in room dining orders are handled expeditiously.
- Work directly with Employee Cafeteria team to minimize waste and coordinate menu production using foods available at end of shift.
- Oversee the production and quality of all saucier prepared soups, stocks and braised items.
- Requisition food materials daily or as needed for the preparation of breakfast, and lunch, to be filled by the Receiving Department.
- Ensure all requisitions are stored and rotated in a timely manner.
- Develop menus, prep lists, requisitions, photograph, costing, and new menu packets with assistance of Executive Chef.
- Maintain work spaces including stainless steel tables, equipment, dry storage shelves, walk-in refrigerators, upright freezer, and general sanitary condition of hot side kitchen and vegetable prep area in a neat and orderly fashion.
- Execute on-line production of meal period.
- Assist Granary staff during prep and ensure delivery timelines are met.
- Ensure all food product is used as effectively as possible.
- Monitor the quality and quantity of food that is prepared. Ensure adherence to quality expectations and standards including all assigned production.
- Keep up to date on house counts on a daily and weekly basis for proper menu breakdown.
- Demonstrate advanced knife handling skills and familiar with kitchen equipment and machines.
- Prepare and service all food items for a la carte and or buffet menus according to hotel recipes and standards.
- Ensure proper rotation of product in all refrigerators to minimize wastage/spoilage.
- Work on the line under time constraints, extreme temperatures, and high business levels.
- Learn, retain, and demonstrate a full knowledge and understanding of all menu items, Carriage Lounge, and banquet menus as trained.
- Follow kitchen policies, procedures and service standards.
- Bake, roast, broil, and steam meats, fish, vegetables, and other foods.
- Check and ensure the correctness of the temperature of appliances and food.
- Check the working condition of equipment and machinery in accordance with specifications.
- Communicate assistance needed during busy periods.
- Ensure proper portion, arrangement, and food garnish.
- Prepare and cook food according to recipes, quality standards, presentation standards, and food preparation checklist.
- Prepare special dietary meals or substitute items.
- Regulate temperature of ovens, broilers, grills, and roasters.
- Test foods to determine if they have been cooked sufficiently.
- Weigh, measure, and mix ingredients.
- Supervise, train, evaluate and schedule a staff up to 10.
- Meet with Dining Room managers to discuss daily services and special functions.
- Attend to any problems that may occur during the AM shift and report the incident to the Executive Chef.
- Check daily house counts for all meals and their scheduled times, maintain attention to any special requests.
- Delegate designated prep work load for entire AM hot side crew.
- Maintain an awareness of and minimize costs/expenses.
- Carry out supervisory responsibilities in accordance with Mohonk Mountain House policies. Maintain a knowledge of local, state, federal health and employment laws.
- Interview, hire and train employees; plan, assign, and direct work; appraising performance; reward and coach/counsel/discipline employees; address complaints.
- Act calmly and effectively in emergency situations.
- Analyze problems and develop and implement action plans to address problems.
- Monitor schedule daily to minimize overtime.
- Delegate and participate in food preparation for next day's shift.
- Facilitate/attend shift briefings and actively participate daily.
- Inspect the work of others by touch, sight, sound, taste and smell for conformance to prescribed standards
- Maintain confidentiality of proprietary information; protect company assets.
- Maintain good working relationships with coworkers, guests, and managers.
- Research industry trends regularly and maintain a current knowledge of common or trending practices in the industry.
- Inventory and maintain equipment and supplies, initiate purchases, and safeguard equipment and supplies.
- Work clean and be responsible for kitchen organization and orderliness. Clean and scrutinize work stations periodically during work shift.
- Maintain proper Kitchen safety procedures.
- Ensure the cleanliness and maintenance of all work areas, utensils, and equipment.
- Follow all safety and sanitation policies when handling food and beverage.
- Handle hot items with care.
- Inform Executive Chef, Executive Sous Chef of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- Keep refrigerators and storerooms clean and neat. Ensures food and supply items are stored per standards.
- Maintain food and cooler logs.
- Perform job safely while maintaining a clean, safe work environment.
- Complete safety training and certifications when offered.
- Wash and disinfect kitchen area, tables, tools, knives, and equipment.
- Lift up to 50 pounds from ground level and carry a distance of up to 100 feet with/ without assistance. Walk up to 5 miles per day.
- Follow all company and safety and security policies and procedures
- Maneuver carts or dollies safely with loads up to 200 pounds up and down stairs, elevators, through passageways or outdoors up to 75 yards.
- Identify safety hazards, report, and follow up to see that corrective action is taken.
- Inform supervisor of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- 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.
- Operate equipment such as ovens, stoves, grills, microwaves, steamers, kettles, and fryers.
- 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.
- Perform basic mathematical functions with recipes such as addition, subtraction, multiplication, and division.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- 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 short and long-term goals and objectives for the department and Mohonk Mountain House.
- Offer consistently professional, friendly and proactive guest service while supporting fellow colleagues.
- Assist all service staff and company workers in a professional manner insuring our guest service is in accordance with company standards.
- 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.
- Taste sweet, sour, bitter, and salty and demonstrate a sense of smell.
QUALIFICATIONS:
- Associates degree in Culinary Arts from accredited culinary school or 5-7 years experience in similar operation.
- 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.
- Certified in food service sanitation practices and prevention of food borne illnesses.
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
- 5/6/24
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
- 6/14/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Responsible for the preparation of fresh and wholesome meals for a hotel with a 600 hotel guest and 500 day guest capacity, ensuring smooth operation, proper sanitation, and sound management of up to 20 staff members.
ESSENTIAL JOB FUNCTIONS:
- Assume responsibility for the overall production of hot and cold foods associated with a la carte and buffet dining services which include Main Dining room, West Dining room, East Dining Room, Carriage lounge, and Banquets as assigned.
- Execute menus with complete oversight of kitchen set up, service, and breakdown of stations in regards to hot and cold foods for Mohonk Food and beverage functions.
- Communicate effectively with Front of the house management before, during, and after service.
- Conduct food tastings for development of future menu items and create standard recipes that can be taught to staff.
- Conduct shift briefings and menu training for front of the house staff as needed for new menu implementation
- Oversee and continue development of the chef’s table menus and execution
- Be able to assume Executive Sous Chef duties whenever needed
- Close kitchen following all departmental guidelines as it pertains to food safety, labor management, and kitchen checklists
- Be able to write menus, cost out using standard recipe cards, and ensure staff is trained on all aspects of prep lists assigned
- Work with theme program management to create special food demos and tastings for promotional events.
- Meet with Captains before service to address any special requests or dietary restrictions.
- Carry out supervisory responsibilities for a staff up to 20 in accordance with Mohonk Mountain House policies. Interview, hire and train employees; plan, assign, and direct work; appraise performance; reward and coach/counsel/discipline employees; address complaints. Monitor schedule daily to minimize overtime.
- Work with the Chef and Executive Sous Chef to ensure all products are ordered for and processed in accordance with Mohonk culinary standards. Work with purchasing to ensure any additional products outside of normal dining operations are ordered and used as required.
- Requisition food materials daily or as needed for the preparation of breakfast, lunch, and dinner services to be filled by the Receiving Department.
- Oversee kitchen and coordinate all hot and cold food preparations for dinner service ensuring food is presented in accordance with company specifications. Delegate prep work load for Garde Manger crew.
- Check all hot and cold foods prepped before service to ensure proper quality and quantities needed are at hand.
- Expedite for the entire service period ensuring each plate is of the highest quality possible.
- Learn, retain, and demonstrate a full knowledge and understanding of all menu offerings.
- Prepare and cook food according to recipes, quality standards, presentation standards, and food preparation checklist. Ensure proper portion, arrangement, and food garnish. Test foods ensure the correctness of the temperature of food.
- Prepare special dietary meals or substitute items.
- Maintain work spaces including stainless steel tables, equipment, dry storage shelves, walk-in refrigerators, upright freezer, and general sanitary condition of garde manger and vegetable prep area in a neat and orderly fashion.
- Provide relief coverage as needed for Exec Sous Chef. Execute on-line production of meal period and ensure all food product is used as effectively as possible. Monitor house counts on a daily and weekly basis for proper menu breakdown. Delegate and participate in food preparation for next day's shift.
- Demonstrate advanced knife handling skills and familiar with kitchen equipment and machines.
- Work on the line under time constraints, extreme temperatures, and high business volume.
- Bake, roast, broil, and steam meats, fish, vegetables, and other foods. Weigh, measure, and mix ingredients. Maintain an awareness of and minimize costs/expenses.
- Check the working condition of equipment and machinery in accordance with specifications.
- Operate and regulate temperatures of equipment such as ovens, stoves, grills, microwaves, steamers, kettles, and fryers.
- Meet with Food and Beverage managers to discuss daily services and special functions.
- Analyze problems and develop and implement action plans to address problems. Report to the Executive Sous Chef.
- Facilitate/attend shift briefings and actively participate daily.
- Inspect the work of others by touch, sight, sound, taste and smell for conformance to prescribed standards
- Maintain confidentiality of proprietary information; protect company assets.
- Offer consistently professional, friendly and proactive guest service while supporting fellow colleagues. Assist all staff in a professional manner ensuring our guest service is in accordance with company standards. Maintain good working relationships with coworkers, guests, and managers.
- Research industry trends regularly and maintain a current knowledge of common or trending practices in the industry. Maintain a knowledge of local, state, federal health and employment laws.
- Inventory and maintain equipment and supplies, initiate purchases, and safeguard equipment and supplies.
- Work clean and assume responsibility for kitchen organization and orderliness. Clean and scrutinize work stations periodically during work shift ensuring the cleanliness and maintenance of all work areas, utensils, and equipment.
- Follow kitchen policies, procedures and service standards. Follow all safety and sanitation policies when handling food and beverage. Handle hot items with care.
- Maintain food and cooler logs. Keep refrigerators and storerooms clean and neat. Ensure food and supply items are stored per standards. Ensure proper rotation of product in all refrigerators to minimize wastage/spoilage.
- Complete safety training and certifications when offered.
- Lift up to 50 pounds from ground level to waist height and carries a distance of up to 100 feet with/ without assistance. Walk up to 5 miles per day.
- Maneuver carts or dollies safely with loads up to 200 pounds up and down stairs, elevators, through passageways or outdoors up to 75 feet.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Identify safety hazards, report, and follow up to see that corrective action is taken. Inform Executive Chef, Executive Sous Chef of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- 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.
- 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.
- Perform basic mathematical functions with recipes such as addition, subtraction, multiplication, and division.
- 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.
- 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.
- Taste sweet, sour, bitter, and salty and demonstrate a sense of smell.
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.
- Associates degree in Culinary Arts from accredited culinary school or 5-7 years experience in similar operation.
- Certified in food service sanitation practices and prevention of food borne illnesses.
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
- 5/18/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Assist the Tennis Professional with shop operations and court maintenance to maximize usage and revenue. Maintain a safe environment at the Shop. Rent bicycles and helmets to our guests by properly sizing and fitting for their bicycle ensuring their safety.
ESSENTIAL JOB FUNCTIONS:
•Record and coordinate all court and lesson reservations.
•Use a PC to process payment and implementation of data into a software program
•Responsible for all daily office procedures, such as answering the phone.
•Organize and run all social doubles mixers and events at the Tennis Courts when the Professional is not available.
•Fill-out guest voucher forms for all items purchased at the Shop.
•Operate the cash register to record all sales in the Shop.
•Operate the Ser-Ace golf cart in order to groom by sweeping and rolling the courts.
•Water the tennis courts as conditions demand.
•Apply calcium chloride to the court surface as conditions demand.
•Maintain a clean and orderly appearance of the interior of the Shop, Wheelworks Shop, the tennis courts, and the surrounding area.
•Fill water coolers on the tennis courts every day and empty trash cans on a daily basis.
•Recommend and sell merchandise in the shops.
•Communicate clearly and effectively with the Tennis Staff and other Mohonk service staff.
•Play tennis with guests as need arises.
•Operate Tennis Mate machine and/or tennis ball machine.
•Conduct regular inventory of beverages and other merchandise in the Shop and replenish as needed.
•Inventory and inspect merchandise as it is received.
•Maintain a cleanliness of the shop area; including: shop appearance, equipment, merchandise, and conduct routine maintenance of items such as bicycles, and other equipment.
•Complete sanitation protocols and record daily.
•Lead guests on a daily guided mountain bike ride up to 8 miles.
•Record guest usage of bicycles.
•Explain rules and regulations for using the bicycles in a clear manner.
•Familiarize self with all bike trails.
•Distribute and highlight suggested routes on Bicycle maps.
•Coordinate completion of bicycle assumption of risk form.
•Speak clearly to groups of 1-15 people.
•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.
•Maintain safe and pleasant environment for the guests.
•Work in a manner that will not endanger self or others.
•Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
•Adhere to Mohonk Mountain House dress and grooming standards at all times.
•Demonstrate knowledge for the rules for playing Tennis, Disc Golf, Croquet, Lawn Bowling, Horseshoes, Volleyball, and Basketball.
•Demonstrate knowledge and appreciation of nature and the outdoors.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Identify safety hazards and inspect the work of others by sight, sound, and/or smell. Ensure hazards are corrected.
•Work other areas of Activities on a regular basis, such as: Boat Dock, Kids’ Club, Information Summerhouse, Tennis, Campfires, and special events.
•Work flexible or changing days and hours; including days, nights, weekends, holidays, and occasionally up to 14 hours per shift.
•Handle adversity, change or emergency situations calmly and with a level head.
•Analyze problems and develop and implement action plans to address problems.
•Demonstrate patience with children (age 2-17) as well as adults.
•Memorize a history tour of the grounds, trails, and story of Mohonk and the Smiley Family.
•Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•Carry a two-way portable radio and earpiece to communicate and provide immediate response to emergency situations
•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 75 feet with/ without assistance. Walk up to 7 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 75 feet.
QUALIFICATIONS:
•Experience or potential in a people-oriented job or potential for success in a people-oriented job preferred.
•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/First Aid certification strongly 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
- 6/8/24
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