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:

1. 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.
2. 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.
3. 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.
4. 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.
5. Cultivates and manages new business referrals received from Bank colleagues and area-professionals.  Record activities in SalesForce.
6. 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.
7. 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.
8. Continues to build and grow their own Centers of Influence (COI) network.
9. 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.
10. 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.
11. 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.
12. Performs other duties as assigned.
13. Remains current with fiduciary knowledge through attendance at seminars, schools and written publications

Education, Certification and Experience

1. Bachelor Degree or higher
2. Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
3. Certified Trust Fiduciary Advisor (CTFA) is desired but not required.

Knowledge, Skills, Abilities:

1. Strong decision-making ability
2. Ability to pay attention to details
3. Strong working knowledge of investment management
4. Ability to build relationships with clients and COIs
5. Strong analytical skills

Work Environment

1. Professional office

PHYSICAL DEMANDS:

1. Frequently required to sit for prolonged periods.
2. Normal range of vision, speech and hearing abilities required.
3. Mobility required for greeting and assisting clients, prospective clients and COIs.
4. Skillfully operate a computer, telephone and other standard office equipment.
5. Travel to Bank, client, prospective client and COI locations.
6. 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.

Job Title: Licensed Social Worker

Location: Goshen, NY

Are you a dedicated Licensed Social Worker seeking a fulfilling opportunity to make a positive impact on the lives of individuals and families in Goshen, NY? Join our team and contribute to the well-being of our community through meaningful counseling and support services.

Licensed Social Worker Key Qualifications:

• Licensed Mental Health Counselor (LMHC), Licensed Master Social Worker (LMSW), or Licensed Clinical Social Worker (LCSW) credentials.
• Experience in conducting intakes and delivering individual, group, and family counseling.
• Proficient in maintaining accurate case records and documentation.
• Commitment to ongoing professional development.

Benefits:
In addition to a competitive salary, we offer a comprehensive benefits package, including:

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Licensed Social Worker Responsibilities:
As a Licensed Social Worker, you will be responsible for conducting intakes, providing individual, group, and family counseling, and offering continuing care and services to significant others. Documentation of case records, maintaining a caseload, and participating in group and individual supervision are integral components of this role. Assigned tasks will be directed by the Program Director to ensure the highest standard of care.

Employment Details:
This is a full-time direct hire position, providing stability and long-term career prospects. We value your commitment and dedication to making a positive impact on the community.

Supervision:
We provide supervision for clinical hours to support your professional growth.

How to Apply:
If you are a Licensed Social Worker passionate about providing quality counseling services and meet the qualifications outlined above, please apply for consideration. We look forward to welcoming dedicated professionals to our team and making a positive impact on the well-being of our community in Goshen, NY.

Why choose Ethan Allen Workforce Solutions? We’re great matchmakers! As a job placement agency, we help job seekers get noticed and land positions that match their qualifications at companies that are hiring. We often have access to positions that may not be available otherwise.

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.

Join Our Team as a Licensed Practical Nurse (LPN)

Are you a compassionate LPN seeking a rewarding career opportunity in skilled nursing? Look no further! Our esteemed nursing home in Goshen, NY, is currently hiring dedicated LPNs to join our team.

Position: Licensed Practical Nurse (LPN)

Location: Goshen, NY

Hourly Rate: $35

Shift Options:

• 3:00 PM to 11:00 PM
• 11:00 PM to 7:00 AM

Perks & Benefits:

• Flexible scheduling: Make your own schedule!
• Work every other weekend
• Sick paid
• Weekly paychecks

Why Join Us? At our facility, we value our LPNs and provide a supportive environment where you can thrive professionally. With competitive compensation and a range of benefits, including flexible scheduling and sick pay, we prioritize your well-being and job satisfaction.

Requirements:

• Valid LPN license
• Compassionate and dedicated attitude
• Ability to work effectively in a skilled nursing environment

Don't miss this opportunity to make a meaningful difference in the lives of our residents while enjoying a fulfilling career. Apply now and embark on a journey of growth and fulfillment with us!

Why choose Ethan Allen Workforce Solutions? When searching for employment, it can often feel like a dead end. You apply and apply and never hear so much as a ‘Thanks for applying’ from a possible employer. At Ethan Allen, all applicants are contacted within 48 hours of applying to a position. Every time you call our office during business hours, you will speak to a real person. We’re eager to speak with all applicants and can often get them started on a new assignment in less than a week!

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.

Looking for professional/ skilled RN - Floor Nurse for a client near Goshen. This is a full time, long term position. We are currently staffing for 3pm-11pm or 11pm-7am shifts - minimum 3 shifts per week, and every other weekend is required.

Great hands-on experience working in a clinical setting with geriatric patients. Weekly paycheck! Recent graduates are encouraged to apply.

Responsibilities of the Registered Nurse:

• Administering medical care and prescribed treatments to patients
• Serving as a liaison between patient, family, community and healthcare providers to advocate for health care and a healthy environment
• Under the direction of the Director of Nursing, assessments, treatments, medication administration
• Working in a skilled Nursing and rehab environment 
• Must be able to float to different units and floors 

Requirements of the Registered Nurse:

• 6 months of nursing experience
• Current NYS RN License in good standing
• Previous experience with the geriatric population
• Must meet all other medical compliance guidelines
• Physical, PPD, Immunizations, CPR and malpractice required  
• Must be flexible to float as needed to the following: long term care unit, Alzheimer’s unit and rehab unit as needed
• Must have organization skills and be familiar with EMR system  

Compensation for the Registered Nurse

The starting salary for this position is $45-$55 hourly.

Immediate consideration - if you’re interested in this position, submit a resume and apply today!
 

Why choose Ethan Allen Workforce Solutions? We work one-on-one with job seekers. Each of our Staffing Specialists is trained in one division, so they get to know those clients and become experts in that field. Your resume will never be lost in the ‘black box’ and you will never hear an automated call during office hours.

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.

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:

1. 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.
2. 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.
3. 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.
4. Has access to complete credit, banking files, investment and trust and estate client information.
5. Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
6. Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
7. Relies on extensive experience and judgment to plan and accomplish goals.
8. Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
9. 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
10. Interface with all areas of the bank.

EDUCATION, CERTIFICATION, EXPERIENCE:

1. 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).
2. CFP certification a plus.
3. In market experience / local book of business a plus.

KNOWLEDGE, SKILLS, ABILITIES:

1. General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
2. Excellent communication skills, effective writer with high-touch professional demeanor.
3. Ability to communicate both inside and outside of bank.
4. Quality control of all products used by the customer.
5. Proficiency in sales and service techniques – prospecting and networking.
6. Strong financial acumen, general knowledge of commercial lending to small businesses.
7. Ability to establish credibility and rapport, excellent customer contact skills.
8. Contacts in the market, especially Centers of Influence are helpful.
9. Superior writing skills; public speaking required.
10. Extensive experience with Salesforce CRM platform.

WORK ENVIRONMENT:

1. General office environment with frequent client facing contact.
2. Fast-paced
3. Deliver exceptional client experience.

PHYSICAL DEMANDS:

1. Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. 
2. Must be capable of climbing. Descending stairs in emergency situation. 
3. Must be able to operate routine office equipment including telephone, copier, and calculator. 
4. Must be able to work extended hours whenever required or requested by management.  Must be capable of regular, reliable and timely attendance.
5. 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.