Your search resulted in 27 "Health Educator" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Health Educator
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
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
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
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
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 Level: Experienced Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $81,000.00 - $85,500.00 Salary Job Shift: Day Job Category: Health Care DescriptionALR Unit Manager Responsible to Position Classifications Director of Nursing Salaried /Exempt Directly Supervises and Evaluates None Is Back Up To:DON Is Backed Up By:DON/Case Manager/Social Work WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The ALR Unit Manager (Unit Manager of EH) provides oversight and adherence to the ALR nursing care unit’s policies and procedures, nursing staff compliance and education ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Recruitment and Evaluation of Staff Primary responsibility for oversight, management, evaluation and progressive counseling of LPNS and Aides (annual and 90 day evals) and oversight of LPN and Aides day to day on the unit (*CF) Prepares and administers all progressive counseling to LPNs and Aides – this includes performance, conduct, time and attendance, as well as any other categories of progressive counseling where appropriate (*CF) Consults with Human Resource Director and Director of Nursing for each newly encountered instance of progressive counseling, as needed, to ensure compliance with Woodland Pond employment policies and practices Staffing Notifies DON of changing staff framework needs (increase / decrease coverage for acuity, etc) Unit Manager handles off hours staffing issues only when Scheduler and MOD have not been successful (*CF) Education and Development Oversees and evaluates staff, reinforces lessons learned in training sessions provided and performs random critical thinking audits on all staff Is an active member and contributor to the GV (memory care) programming Care Planning Unit Manager along with Case Manager ensure accuracy of Individual Service Plans and Acuity Tools, communication, and adherence to same (*CF) Works with Case Manager to correctly identify residents that should be deemed “Enhanced” level of care on census (40 of 60, permitted) Policy and Procedure Responsible for implementing and enforcing all policies and procedures for all staff, on all shifts, based on having a proficient understanding of the ALR regulations Requesting, as needed – higher level in service support from I/D team if necessary on the implementation and enforcement of these policies Active consideration of existing policies and procedures and proactive requests to appropriate parties for consideration of policy and procedure modifications to better and more safely serve our residents (*CF) Order of Accuracy and Compliance Receives daily feedback from LPN’s on missed orders / concerns / delays, etc. (*CF) Carefully monitors accuracy, appropriateness and best practice with the inter-disciplinary team and Medical orders (*CF) Includes monitoring of all interdisciplinary orders Participate in and contribute to facility QAPI as deemed necessary in ALR General Serves on Manager on Duty rotation (*CF) Performs resident condition assessments within RN scope of practice Provides limited support of clinical information systems on a periodic basis Completes all required training and in-services All other duties as assigned GENERAL 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 QualificationsQualificationsRN graduate of an accredited school of nursing; BSN required in accordance with BSN in 10 law in NYS Minimum of five years of long term care nursing preferred. Minimum of three years of nursing experience requiredOne year of supervisory experience preferred in the Assisted Living settingHolds a current, unencumbered RN license to practice in the State of New YorkValid CPR certificationProficiency with computers and standard office softwareDemonstrated knowledge and skills necessary to provide care primarily to the geriatric populationExperienced
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/5/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
The Water Plant Operator shall ensure water distributed throughout the potable water system meets the pertinent standards for safe drinking water at all times through the proper operation, maintenance, and repair of all mechanical systems within the Water Plant, as well as the repair and maintenance of all auxiliary water systems. Full Time year-round. Schedule is 7-3:30p Tuesday-Saturday.
ESSENTIAL JOB FUNCTIONS
Oversee the operation, maintenance and repair of the Water Treatment Plant including:
- Water systems including potable and non-potable water distribution systems.
- Water supply sources: springs, wells, ponds, lake and reservoir.
- Water distribution systems: including, but not limited to, pipe, valves, vaults, pumps and controls.
- Mix and add chemicals to maintain quality drinking water.
- Act in accordance to all OSHA guidelines and standards including but not limited to lock out-tag out, confined space, hot-work, SDS, Personal Protective Equipment, etc.
- Adhere to all EPA and Department of Health Guidelines and laws.
- Inventory and maintain equipment and supplies; safeguard equipment and supplies.
- Arrange for purchases and receive supplies and equipment necessary for the operation of the Water Plant within the department guidelines.
- Check condition of equipment; performs operations and safety check prior to using equipment; maintain tools and equipment used in the repair and maintenance of assigned equipment; report the need for repairs.
- Fuel and grease vehicles/equipment; inspect and perform safety checks on vehicles/equipment; clean vehicles/equipment; perform minor routine maintenance/service; report the need for repairs.
- Identifies and performs preventive maintenance as necessary to maximize the useful life of equipment.
- Monitor and evaluate work-related conditions to determine compliance with prescribed operating, safety, and health regulations and Department guidelines.
- Coordinate system interruptions with department manager and all affected departments.
- Educates co-workers on system's operation to assist in maintaining a smoothly operating plant.
- Perform any required boiler checks and basic boiler operation as relief of the Boiler Operator.
- Suggest and recommend possible projects to management for future budgets.
- Supplies own hand tools and basic test equipment.
- Learns and utilizes new methods, materials and procedures and systems.
- Reads and comprehends technical manuals, diagrams, and blueprints.
- Clearly communicates results of efforts, problem resolution steps and completed tasks, verbally and in writing.
- Collect, retain, and report accurate records and prepare administrative reports free of errors and omissions.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook.
- Perform basic mathematical functions such as addition, subtraction, multiplication, and division.
- Listen well, communicate effectively and establish effective working relationships with other staff, management, vendors and guests that have a variety of educational backgrounds and values.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Identify problems, formulate a solution, direct action, and take corrective follow-up action.
- Attends and participates in staff operation and safety meetings.
- Safely uses all types of power and hand tools of the trade.
- Works in a manner that will not endanger oneself or others.
- Operate automatic and standard transmission vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
- Identify safety hazards, report, and follow up to see that corrective action is taken.
- Inform manager of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
- Performs inspections 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 3-4 hours at a time.
- Perform work at heights up to 80 feet.
- Lift up to 75 pounds from ground level to waist and carries a distance of up to 30 feet with/ without assistance. Walk up to 5 miles per day.
- Works in close quarters, extreme heat and cold, outdoors and exposed to natural elements.
- 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.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Maintain regular, predictable and punctual attendance during regularly scheduled work hours.
- Work additional hours beyond regularly scheduled work day (evenings and weekends) as necessary.
- Works on short notice to effect emergency repairs 24 hours a day, 365 days per year.
- Maintains a pleasant personality under trying conditions and circumstances to our customers and co-workers both.
- Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
- Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
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.
- Possess (or obtain) and maintain a valid New York State Water Operation and Distribution License, Class IIA
- Must have at least five (5) years experience in a related field.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/4/24
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.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24