Your search resulted in 11 "Customer Account Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Customer Account Manager
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
- 5/2/24
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
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Per Diem Salary Range: $49.92 - $51.92 Hourly Job Shift: Varied Job Category: Health Care DescriptionPosition Summary A Physical Therapist evaluates, treats and prevents disability, injury, disease or health conditions by using physical, chemical, and mechanical means. They utilize goal directed activities, exercises, or techniques to maximize an individual's functional independence. PTs perform and interpret tests and measurements to assess pathophysiological, pathomechanical and developmental deficits of human systems to determine treatment and assist in diagnosis and prognosis ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Implements a comprehensive patient care treatment plan. Renders care Administers treatment in an organized, professional manner adhering to all department policies, best practice standards, NYS practice acts, and physician protocols. Implements and updates treatment programs to ensure maximum effectiveness. Involves patient/family in treatment and accommodates for individual needs (cultural differences, language, etc.) (*CF) Maintains a positive, professional working rapport with patients, peers and referral sources. Collaborates with other Physical Therapists, as needed, in regard to re-assessing the residents such that the referral sources are kept abreast of residents status in a timely manner. Effectively communicates with the interdisciplinary team and the resident regarding the residents status in a timely manner. Willing to assist other members of the interdisciplinary team when asked Completes all documentation within established timeframes and according to regulatory/ and department guidelines. Documentation represents accurate accounts of treatment that was rendered and response to the treatment. Provides written and/or verbal communication to referral sources, residents, families and other members of the interdisciplinary team (discharge planning/SW/other therapy personnel/nursing staff) in a timely fashion (*CF) Assists in performance improvement activities as needed to ensure quality is consistent with established guidelines and to improve the delivery of service rendered Provides training to health care providers as directed by manager/director (students, volunteers). Participates in in-services, community educational programs and scheduled meetings as requested by the manager//director Keeps the treatment area clean, organized and safe for patients and staff Maintains a productive caseload and productively utilizes non-scheduled treatment time. Communicates with manager/director regarding their schedule and use of nonproductive time to enhance efficiency Provides accurate billing information in a timely manner, maintains compliance with insurance guidelines, and completes all required documentation for reimbursement Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications Masters degree or higher in physical therapy or determined to be equivalent, in accordance with the NYS commissioner's regulations Licensed and registered to practice in New York State or eligible for limited permit Previous PT experience preferred CPR certification preferred Proficiency with computers and standard office software Excellent customer service and verbal communication skills Ability to multitask Demonstrated knowledge of appropriate skills for communicating with individuals of all ages, especially the geriatric population
- Immediately
- New Paltz, NY 12561
- 5/1/24
Job Title: Manufacturing Account Manager
Location: Highland, NY
Employment Type: Direct Hire
Shift Hours: Monday - Friday, 8:30 AM - 5:00 PM
Pay Rate: $45,000 - $50,000 per year
Are you a seasoned professional with a knack for client satisfaction? Do you thrive in fast-paced environments where attention to detail is paramount? If so, we have an exciting opportunity for you!
Manufacturing Account Manager Requirements:
- 3 years of experience in a call center environment with a focus on B2B interactions.
- Proficiency in Microsoft Excel and comfortable working in a multi-screen Windows-based environment.
- Flexible schedule with the ability to start earlier if required by the candidate.
- Strong attention to detail and a commitment to delivering exceptional service to clients.
- Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
Manufacturing Account Manager Responsibilities:
- Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring exceptional service delivery.
- Utilize your 3 years of call center and B2B experience to effectively communicate with clients, understanding their needs and providing appropriate solutions.
- Demonstrate your tech-savviness by navigating Excel and working in a multi-screen Windows-based environment to maintain accurate records and documentation.
- Adapt to client-specific processes and procedures with flexibility and efficiency, ensuring seamless integration with their systems.
- Uphold a high standard of accuracy and attention to detail in all client interactions and administrative tasks.
If you're ready to take your client service skills to the next level in a dynamic and rewarding environment, we want to hear from you! Apply now and join our team as a Manufacturing Account Manager in Highland, NY.
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
- $45,000 - $50,000 Year
- Highland, NY 12528
- 4/29/24
General Summary:
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit.
Essential Duties and Job Responsibilities:
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
- To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
- Perform all other duties assigned by management.
OTHER RESPONSIBILITIES
-
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: Associates Degree
Experience:
Required: Cash Handling Experience and 1 Year Customer Service Experience
Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
KNOWLEDGE, SKILLS, ABILITIES:
- Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments
- Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.
PHYSICAL DEMANDS:
-
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
- 21.00 - 32.00 Hour
- 42 Waller Avenue, White Plains, NY 10601
- 4/24/24
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
- 4/23/24
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
- Hopewell Junction, NY 12533
- 4/18/24
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
- 4/15/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Prepares and serves beverages and/or food to guests in a friendly, courteous and timely and manner, resulting in guest satisfaction. Prepares beverages for other servers to supply to guests, and act as cashier for the outlet.
ESSENTIAL JOB FUNCTIONS:
•Perform a variety of tasks related to beverage service, including the control and limit of waste, and the filling out of requisitions as needed.
•Maintain proper and adequate set-up of bar. This includes requisitioning and stocking of all beer, wine, spirits, glassware, paper products, straws and stirrers, condiments and produce based on projections from the daily functions sheet and transporting required items from storage area to appropriate work station.
•Maintain stock, cut, and store all fresh fruit and vegetable garnishes, juices and other perishables daily to insure product quality.
•Greet guests in a courteous and friendly manner, promote and document orders for drinks. Mix, garnish and present drinks using standard ingredient recipes and practicing prudent portion control.
•Input orders into the point of sale and create a check for each guest, to maintain accountability of all beverages served. Ensure proper check handling and posting procedures (including handling of cash transactions).
•Receive cash from guests, make change as needed, verify validity of charges, record charges, and insure vouchers are properly executed, in order to balance all monies.
•Maintain confidentiality of guests’ personal information and use with discretion.
•Lock up and store all beverage, food and other equipment items, deposit cash drops and secure bank.
•Maintain complete knowledge of and strictly abide by New York State Alcohol Beverage Control Laws as well as Mohonk Mountain House Mountain House Alcohol Beverage Policy.
•Maintain complete knowledge of all beverage items, method of preparation, garnish, and method of presentation, as well as equipment and tools.
•Provide recommendations and suggestions aimed at enhancing the satisfaction of diners, such as recommendations about wine pairings.
•Open wine bottles and champagne table-side with waiter’s corkscrew, and present to guests.
•Negotiate stairs up and down while carrying full trays.
•Work under crowded and noisy conditions and navigate around guests with loaded trays.
•Provide proper service while serving wines and champagne, and have thorough knowledge of cocktails, spirits, and beer- including local selections.
•Ensure all guests that are served or who consume alcohol are at least 21 years of age. Check photo identifications of any guests whose age is questionable.
•Make a reasonable effort within the guidelines of the law to prevent intoxication in guests, prevent the serving of alcoholic beverages to underage minors, or serving alcoholic beverages to guests who are visibly intoxicated.
•Provide food service to Carriage Lounge and Spirits on the Sunset customers as required and remain up-to-date on menu offerings and service standards.
•Complete opening and closing side duties as assigned.
•Maintain standards of cleanliness for all bar areas as established by supervisor.
•Take responsibility for Mohonk Mountain House Mountain House equipment and supplies. Prevent loss or abuse.
•Think clearly and maintain good coordination while providing swift beverage service to guests.
•Remain organized and politely attend to the needs of multiple guests at one time. Prioritize and manage time effectively.
•Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
•Follow management’s instructions and suggestions – verbal as well as written.
•Work productively and efficiently with or without supervision when performing routine tasks. Work independently and cohesively as part of the team.
•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 required footwear as approved by Food and Beverage Department standards.
•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, weekdays/weekends, holidays, and during peak periods of business.
•Develop and maintain positive working relationships with other staff.
•Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•Work in a manner that will not endanger self or others.
•Adhere to all of Mohonk Mountain House safety and security regulations.
•Operate vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
•Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
•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.
•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 50 pounds from ground level to counter and carry a distance of up to 100 feet with/ without assistance. Walk up to 7 miles per day.
•Maneuver carts or dollies safely with loads up to 350 pounds up and down stairs, elevators, through passageways or outdoors up to 200 feet.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Act calmly and effectively in emergency situations.
•Analyze problems and develop and implement action plans to address problems.
•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.
•Previous bartending and wine service experience.
•TIPS or other state-recognized Alcohol Awareness Training 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.
- Immediately
- New Paltz, NY 12561
- 4/10/24
Company Overview
Westchester Modular Homes, the national leader in custom home building, has an outstanding opportunity for a Construction/Mechanical Supervisor.
For over 35 years, our team of skilled tradesmen have utilized industry-leading innovations in design, superior craftsmanship, and customization to construct modular homes in our climate-controlled state of the art factory located in Wingdale, NY near the Connecticut border. Building efficiently in a weather protected environment, with on‐time delivery, and cost control, is the essence of modular construction and has made systems‐built housing one of the fastest growing segments in the housing industry.
We are seeking a full-time Construction/Mechanical Supervisor who is passionate, adaptable, and motivated to join our dynamic team. The ideal candidate will have experience in directing and overseeing multiple departments and knowledge of wood-frame construction standards.
Responsibilities and Requirements
- Manage and guide personnel to ensure production is completed accurately and on schedule
- Maintain, track, and plan tasks according to the production schedule to meet daily and weekly goals
- Provide performance appraisals and issue disciplinary actions for employees
- Minimum 3-5 years direct supervisory experience, more experience a plus
- Must have excellent communication and problem solving skills
- Self motivated with a results driven approach
- Computer literate
- Ability to multi-task
Benefits and Professional Support
A company is only as strong as its employees. At Westchester Modular, we take pride in our workforce. As a member of our team, you are not only an employee but an owner through our ESOP program (Employee Stock Ownership Plan).
We are committed to providing ongoing professional support and extensive benefits that help our associates flourish.
- Creative, safety-first, growth-oriented, supportive, and knowledgeable, workplace environment
- Competitive base salary
- Profit Sharing through our ESOP: approximately 20% contribution annually
- 401(k) savings account with an exceptional company match to the employee’s contribution
- Generous group insurance plans: Major Medical, Hospitalization, Dental, Prescription, Life and, Disability
- Employee home purchase program
- Paid time off
- Paid holidays
- Leaves for marriage, jury service and funerals
Westchester Modular Homes is an Equal Opportunity Employer
- Full Time
- Immediately
- 55,000-70,000 Year
- 30 Reagans Mill Rd, Wingdale, NY 12594
- 4/5/24
Overview
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
· Includes accrued vacation days, sick days, and holidays.
· Participation in 403 (b)
· Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
· Discounted memberships: Plum Benefits, NYSC Gym
· Pay for work-related eligible commuter expenses with pre-tax dollars
The Clinical Liaison will conduct on-site clinical assessments at area hospitals, providing rapid response to patient referrals from hospital case managers, physicians and managed care organizations, as well as conducting sales/marketing activities as directed.
Salary: $90,000/yr
Responsibilities
• Receive referral inquiry from providers, facilities, or any customer source and provide assessment service to referring providers.• Meet with patients and families to discuss the transfer process, anticipated admission experience, expected outcome and financial implications.• Determine the special needs of that patient (i.e. equipment, staff, medications) and create cost effective solutions.• Communicate transfer, admission, clinical and financial information to appropriate facility staff members. Ensure that the facility is prepared for the admission.• Obtain the necessary medical and financial information to complete the initial MDS, obtaining back-up documentation from the hospital as support.• Facilitate patient placement based on clinical services needed, bed availability, patient/family preference, geographic location, etc.• Assist facility staff with the completion of admission and pre-certification paperwork.• Manage relationship with referral sources and provide information regarding new, enhanced, or existing services and capabilities. Relays hospital feedback related to• Committed to working with residents and families to develop and implement strategies that promote person-centered care.• Uses patient-specific and center-specific communications tools to expertly convey ArchCare at Ferncliff's story to customer constituents.• Maintains a detailed working knowledge of the local market - including hospitals, managed care, specialty services and competitive data - and remains aware of any changes in these key market factors. Regularly meets with Admission's Director and Chief Clinical Officer to review.• Maintains a working knowledge of Federal and State regulations and reimbursement guidelines (Medicare and Medicaid).• Maintains a working knowledge of healthcare industry trends and legislative/regulatory issues and communicates this information on a consistent basis to referral sources and center staff.• Assists with managed care referral process.• Applies "5 Star" customer service approach in all aspects of job.• Actively supports ArchCare’s commitment to providing "5 Star" service on all quality objectives, with an emphasis on continual improvement.• Adheres to all company policies, procedures, and standards of conduct.• Reports to the appropriate managers any known or suspected violations of policy and procedures, regulations or standards of conduct.• Performs additional duties as assigned.
Qualifications
Formal Education: Bachelor's Degree
Experience: 10 or more years
License Requirements: New York State License in Registered Professional Nursing.
Skill Requirements
- Licensed Registered Nurse from an accredited school of nursing.
- Expert ability to assess patients for appropriate placement within a skilled nursing facility.
- Experience with time/territory key account management preferred.
- Expert ability at making effective presentations and public speaking.
- Expert ability to use the telephone as a sales tool, with an aptitude for translating phone contacts into service provider-customer business relationships.
- Proficient user knowledge of Windows Office programs (Word, Excel, PowerPoint), and the ability to learn specialized computer applications.
- Working knowledge of healthcare reimbursement programs preferred.
- Excellent organizational skills essential.
- Ability to maintain confidentiality.
- Ability to work independently. Must be self-motivated and goal oriented.
- Strong written and verbal communication skills required.
- Ability to work flexible hours, as admission responsibilities may dictate.
- Ability to perform travel requirements of the position as indicated
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 3/20/24