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A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
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
- Lagrangeville, NY 12540
- 5/10/24
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