Your search resulted in 26 "Health Educator" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Health Educator
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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
Overview
Under the direction of the Director of Recreation, assists in the development and implementation of a comprehensive recreation program for residents in accordance with residents' needs and rules of regulatory body.
Flexible hours required, including availability for weekends.
Responsibilities
- Conduct an assessment with each resident to identify residents’ needs, interests and skills for an individualized program plan.
- Develop and implement services including group programs and one to one interventions for each resident of assigned unit within the context of the resident’s comprehensive assessment and care plan
- Maintain documentation such as assessments, progress notes, MDS, care plans and daily charting.
- Assist Director in evaluating the efficacy and effectiveness of recreational interventions in relation to resident’s needs
- Participate in interdisciplinary care team meetings and ensure that recreation plan conforms to overall interdisciplinary Care Plan.
- Provide direction to the nursing staff in providing with physical, cognitive, emotional/behavioral, leisure and social interventions to residents.
- Assist in development and maintenance of department quality assurance program.
- Assist Director in education and direction of Recreation Leaders.
- Supervise/ direct of assigned volunteers.
- Maintains adequate amount of supplies and equipment.
- In the absence of the Director, is responsible to the Senior Recreation Specialist for the daily operation of the department.
- Participates in staff development program including attendance at mandatory education program.
- Complies with guidelines of the HAZCOM program
- Participates, as assigned, in Nursing Home Committees.
- In the spirit of cooperation and in response to resident needs, it may be necessary to perform other related duties as requested and unrelated duties in case of emergency.
Hourly Rate: $21.00
Qualifications
Education RequirementsA.A. degree in Therapeutic Recreation or related field with experience in institutional or community programs.
Experience Requirements
One or more years experience working with specialized population or institutional or community programs.
Dementia experience REQUIRED.
Previous experience in Therapeutic Recreation inactivities or closely related field is desirable. CPR certification, a plus.
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 6/7/24
Do you love food, movement, and community? Our SNAP-Ed Nutritionist position may be the perfect place for you. Our passionate and diverse team is looking for our newest Nutrition Educator to connect with local communities in the Sullivan County area. As a SNAP-Ed Nutritionist, you provide education directly to community members, offering insights and examples of how to save time, save money, and eat healthy on a limited budget. Based in Sullivan County, this position is part of a 9-county regional team, and a statewide initiative, providing opportunity for new and exciting connections and skill building. The educator primarily provides strategic and innovative program development, implementation, planning, and coordination of public education to improve healthy food and lifestyle choices among low-income families and individuals encompassing all age groups throughout the Hudson Valley region. Full-time, exempt, benefits eligible position. Master’s degree in Nutrition, Health Education or Public Health. Must apply online at https://cornell.wd1.myworkdayjobs.com/en-US/CCECareerPage/details/SNAP-Ed-Nutritionist---Liberty--NY_WDR-00046023 Must apply by 6/20/2024.
This position will provide strategic and innovative program development, implementation, planning, and coordination of public education to improve healthy food and lifestyle choices among low-income families and individuals encompassing all age groups throughout the Hudson Valley region. This position also leads the county development and implementation of social marketing and environmental change initiatives in collaboration with other nutritionists of the SNAP-Ed program. Proficiency in the use of modern electronic technology (e.g.,,video, audio, computers, texting, Microsoft Office Programs, etc.). Full position description is available online.. All inerested candidates must apply online.
- Full Time
- Immediately
- 62,400.00 Year
- 18 Seward Avenue, Middletown, NY 10940
- 6/5/24
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Position Title: School Registered Nurse (RN)
Location: Liberty, Sullivan County
Hourly Rate: $45
Schedule: Tuesday-Saturday, 8:00 am - 5:00 pm
We're seeking a dedicated School Registered Nurse (RN) to join our vocational institution catering to students aged 16-24. This position offers the potential for temporary to permanent employment, with the school operating year-round.
School Registered Nurse (RN) Requirements:
- Minimum of an Associate of Arts degree in nursing
- Active, unrestricted license to practice in New York State
School Registered Nurse (RN) Responsibilities:
- Provide direct healthcare services to students, including first aid, medication administration, and emergency care as needed.
- Conduct health assessments and screenings to ensure the well-being of students.
- Develop and implement individualized healthcare plans for students with chronic conditions or special medical needs.
- Collaborate with school staff, teachers, and parents to promote a healthy school environment and address students' health concerns.
- Maintain accurate health records and documentation in compliance with state regulations and school policies.
- Educate students on health-related topics, including hygiene, nutrition, and disease prevention.
- Participate in interdisciplinary meetings and contribute to the development of school policies and procedures related to health and safety.
- Stay current on best practices and trends in school nursing and healthcare through professional development opportunities.
If you're passionate about providing quality healthcare to students and meeting the unique needs of a vocational school environment, we encourage you to apply. Join us in fostering a safe and supportive healthcare environment for our students' holistic development.
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 Hour
- Liberty, NY 12701
- 6/21/24
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Join Our Team as a Compassionate RN at OPWDD Children Campus!
Are you a dedicated and caring Registered Nurse looking to make a positive impact on the lives of children and adolescents with special needs? We have an incredible opportunity for you to join our team at the OPWDD Children Campus, where your expertise and compassion will shine.
Position: Registered Nurse (RN)
Location: Millbrook, NY
Hours: Monday to Friday (Multiple Shifts Available: 7:00 am - 4:00 pm; 8:00 am - 5:00 pm; 9:00 am - 5:00 pm)
Adaptability: Flexibility to work different shifts and provide exceptional care under varying circumstances.
Pay: $50 per hour
Employment Type: Temp to Hire
Registered Nurse (RN) Key Responsibilities: As an essential member of our team, you will play a pivotal role in the well-being of our residents. Your responsibilities will include:
- Administering medications and treatments as prescribed by physicians.
- Monitoring and assessing the health status of residents, addressing any medical concerns promptly.
- Collaborating with the healthcare team to create and implement individualized care plans.
- Providing education and support to residents and their families.
- Maintaining accurate and organized medical records.
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
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
- $50 Hour
- Millbrook, NY 12545
- 6/24/24
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Position: Registered Nurse (RN)
Location: Nyack, NY
Employment Type: Temporary to Possible Hire
Salary: $55 per hour
Schedule: Monday to Friday, 8:30 AM - 5:30 PM
About the Role:
We are seeking an experienced and dedicated Registered Nurse (RN) to join our medical office in Nyack, NY. This position is initially temporary with the potential for permanent hire, offering a competitive hourly rate. The RN will work in an internal medicine setting, providing high-quality patient care and ensuring smooth clinic operations.
Registered Nurse (RN) Qualifications:
- Must have prior RN experience in Internal Medicine, Pediatrics, Gynecology, or Urgent Care.
- Valid RN license in the state of New York.
- Strong clinical and patient assessment skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Must be able to travel up to 30 minutes to the Nyack, NY location.
Why Join Us?
- Competitive hourly rate of $55.
- Standard working hours providing a balanced work-life schedule.
- Opportunity for temporary position to transition into a permanent role.
- Work in a supportive and collaborative healthcare environment.
Registered Nurse (RN) Responsibilities:
- Provide comprehensive nursing care to patients in an internal medicine setting.
- Perform patient assessments and document medical histories.
- Administer medications and treatments as prescribed by the physician.
- Assist with minor medical procedures and examinations.
- Educate patients and their families on health management and disease prevention.
- Collaborate with other healthcare professionals to ensure coordinated and effective patient care.
- Maintain accurate and up-to-date patient records.
If you are a compassionate and skilled RN with experience in internal medicine or related fields, we encourage you to apply for this opportunity.
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.
- Full Time
- Immediately
- $55 Hour
- Nyack, NY 10960
- 6/21/24
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Position: Certified Medical Assistant (CMA)
Location: Nyack, NY
Employment Type: Temporary to Possible Hire
Salary: $24 - $25 per hour
Schedule: Monday to Friday, 8:30 AM - 5:30 PM
About the Role:
We are seeking a skilled and compassionate Certified Medical Assistant (CMA) to join our medical office in Nyack, NY. This position is initially temporary with the potential for permanent hire, offering a competitive hourly rate. The CMA will support the internal medicine practice by assisting with patient care, administrative tasks, and ensuring efficient office operations.
Certified Medical Assistant Qualifications:
- Must have prior experience working in a medical office, preferably in Internal Medicine, Pediatrics, Gynecology, or Urgent Care.
- Certified Medical Assistant (CMA) certification is required.
- Strong clinical and patient care skills.
- Excellent communication and interpersonal abilities.
- Proficient in medical record documentation.
- Ability to multitask and work efficiently in a fast-paced environment.
- Must be able to travel up to 30 minutes to the Nyack, NY location.
Why Join Us?
- Competitive hourly rate of $24 - $25.
- Standard working hours providing a balanced work-life schedule.
- Opportunity for temporary position to transition into a permanent role.
- Work in a supportive and collaborative healthcare environment.
Certified Medical Assistant Responsibilities:
- Assist healthcare providers with patient examinations and procedures.
- Record patient information and medical histories accurately.
- Measure and document vital signs.
- Prepare examination rooms and ensure they are clean and well-stocked.
- Administer injections and medications as directed by the physician.
- Schedule appointments and manage patient flow.
- Educate patients about medications, treatments, and healthcare management.
- Perform administrative duties such as filing, answering phones, and handling patient inquiries.
If you are a dedicated and experienced CMA with a passion for patient care, we encourage you to apply for this opportunity.
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
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
- $24-$25 Hour
- Nyack, NY 10960
- 6/21/24
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Position: RN Case Manager
Location: Greene/Columbia County, NY
Employment Type: Full-Time, Direct Hire
Salary: $40 - $42 per hour
Schedule: Monday to Friday, Day Shift (No Weekends)
Benefits: Excellent Benefits Package
About the Role:
We are seeking a compassionate and experienced RN Case Manager to join our dedicated clinical team in Greene/Columbia County, NY. This full-time, direct hire position offers a competitive hourly rate and an excellent benefits package. The RN Case Manager will provide comprehensive case management services, ensuring patients receive the highest quality of care.
RN Case Manager Qualifications:
- Valid RN license in the state of New York.
- Previous experience in case management is preferred.
- Strong clinical and assessment skills.
- Excellent communication and interpersonal abilities.
- Ability to work independently and as part of a team.
- Detail-oriented with strong organizational skills.
- Commitment to providing high-quality patient care.
Why Join Us?
- Competitive hourly rate of $40 - $42.
- Excellent benefits package.
- Standard weekday schedule with no weekend work, promoting a balanced work-life routine.
- Opportunity to work with a dedicated and supportive clinical team.
- Rewarding career with the chance to make a significant impact on patient care.
RN Case Manager Responsibilities:
- Coordinate and manage patient care plans.
- Conduct comprehensive assessments to determine patient needs.
- Develop, implement, and evaluate individualized care plans.
- Collaborate with healthcare providers, patients, and their families to ensure coordinated care.
- Monitor patient progress and adjust care plans as necessary.
- Provide education and support to patients and their families regarding treatment plans and care management.
- Ensure compliance with healthcare regulations and best practices.
If you are a dedicated RN Case Manager looking for a rewarding career opportunity, we encourage you to apply for this position.
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.
- Full Time
- Immediately
- $40 - $42 Hour
- Kingston, NY 12401
- 6/21/24
Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function: Present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to members. Please note: This role can be based in our Kingston or Rhinebeck locations and will cover our new Latham, NY branch (appointment only). This is a commission based role with a base salary of $60,000 annually.
Responsibilities
- Establish value-added relationships with members and support the activities of the Senior Financial Consultant.
- Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes
- Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
- Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II.
- Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients.
- Conduct educational seminars for members and prospective members.
- Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network.
- Provide branch coverage due to extended hours.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Series 7 or ability to pass within 180 days of employment required
- Series 66 or ability to pass within 180 days of employment required
- NYS Life and Health licenses or ability to pass within 90 days of employment required
- Medicare Certifications required
- Clean U4 required
- Minimum 1 Year Industry experience, preferably within Credit Union or Financial Institution experience required
Click here to view the full job description.
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Series 7 or ability to pass within 180 days of employment required
- Series 66 or ability to pass within 180 days of employment required
- NYS Life and Health licenses or ability to pass within 90 days of employment required
- Medicare Certifications required
- Clean U4 required
- Minimum 1 Year Industry experience, preferably within Credit Union or Financial Institution experience required
Click here to view the 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.
- Establish value-added relationships with members and support the activities of the Senior Financial Consultant.
- Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes
- Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.
- Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II.
- Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients.
- Conduct educational seminars for members and prospective members.
- Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network.
- Provide branch coverage due to extended hours.
- 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
- Kingston, NY 12401
- 6/15/24
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYS Life and Health licenses or ability to pass within 6 months of employment is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYS Life and Health licenses or ability to pass within 6 months of employment is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
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Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24