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A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
This Guest Services Attendant is responsible for welcoming and assisting prospective and current guests at the resort. Responsibilities include assisting guests with their luggage and valet parking. The qualified candidate must have an outgoing, friendly personality, great customer service skills and a neat, professional appearance.
ESSENTIAL JOB FUNCTIONS:
•Greets all arriving/departing guests by name when available, unloads/loads luggage from automobiles and provides directions/orientation to resort.
•Attends to Guest's needs, i.e., information, directions, delivery of messages. etc.
•Familiarizes self with local roadways, highways, attractions and general landscape of the area and provides accurate information/directions to guests.
•Provides all guests with a pleasant experience by presenting self in a friendly and knowledgeable fashion.
•Transports luggage to Luggage hold room or Guest room.
•Orientates guests to room features and services.
•Provides service to Guest during check-out by removing Guest's luggage from their room to either the Guest's automobile or luggage storage room.
•Operates vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
•Drives, parks, parallel-parks, and backs up vehicles using only side mirrors when necessary.
•Performs automobile and others inspections by touch, sight, sound and smell.
•Operates a motor vehicle with either a standard or automatic transmission and perform routine care of that vehicle.
•Valet parks guest automobiles, secures windows and doors and retrieves automobile from parking lot.
•Demonstrates knowledge of automobile security systems and kill switches.
•Operates a variety of vehicle types and drives them according to the methods recommended by the manufacturer. Parks vehicles according to department policy and ensures diesels are properly connected during cold weather.
•Parks automobiles in a timely fashion to assist in alleviating congestion of automobiles in front of resort.
•Assists with jump starts, tire changes and gasoline refueling in accordance with department policy.
•Connects/disconnects battery operated vehicles into/out of charging stations.
•Fulfills the responsibilities of a Porch Attendant as needed.
•Acts as an ambassador of the Resort when taking up luggage, explaining layout, activities, safety features, resort policies, amenities, etc.
•Delivers Gift Shop orders, shopping orders, ice, firewood, dry cleaning and other items requested by guests.
•Supplies wood for and maintains the fires in the public fireplaces.
•Maintains all equipment belonging to the department in an operational fashion by appropriately using the equipment and repairing it as necessary.
•Maintains a neat and clean Guest Service area. Includes the cleanliness and appearance of the Guest Service desk, office, storage room, Bellperson's lounge, porch and roadway. May include the removal of dirt, snow, glass, etc.
•Takes immediate corrective action to resolve guest complaints. Refers unresolved complaints to the immediate attention of the Concierge, Bell Captain and/or Guest Relations Manager.
•Shovels or brooms snow or scrapes ice from automobiles and pathways.
•Carries out Guest shopping requests as directed.
•Secures items stored in Guest storage areas and ensures safe-keeping. Keeps all items in an organized, neat and secure fashion.
•Learns and familiarizes self with all desk functions to include, but not limited to, assisting with trip coordination, dry cleaning, cash drawer and accounting practices, trip sheet initiation and completion, ensuring all guests are appropriately handled, etc.
•Works outdoors and exposed to natural elements.
•Works in stressful situations and under pressure. Adapts to changing priorities and maintains composure.
•Analyzes problems and develops and implements action plans to address problems.
•Works independently and as part of a team.
•Speaks, reads and writes the English language and communicates in a clear and congenial manner, with our guests, visitors and employees. Hears verbal instructions, directions and warnings.
•Sees close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Grasps, lifts, carries and maneuvers up to 75 pounds to process luggage and firewood.
•Pushes, pulls and maneuvers a loaded luggage cart weighing up to 400 lbs. in/out of elevators, through passageways or outdoors up to 500 feet.,
•Reaches with hands and arms, bends, kneels, stoops, twists and flexes arms, walks up and down stairs/inclines, sits, climbs up/down ladders or stands for up to 5 hours at a time.
•Walks up and down a flight of up to 100 stairs frequently throughout a shift. Shovels snow for long periods of time (up to a total shift of 8 hours). Walk up to 15 miles.
•Operates and uses electronic equipment such as adding machines, computers, telephones and hand-held portable radios.
•Adheres 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.
•Learns and successfully demonstrates the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Learns and retains knowledge of historical facts and information about Mohonk Mountain House and services.
•Maintains a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
•Develops and maintains positive working relationships with other staff.
•Attends events, programs, and trainings as needed to enforce and support Mohonk Mountain House policies and culture.
•Answers guest questions with accurate information and demonstrates a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
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.
•Valid New York State Class E Chauffeur's License, or equivalent. License must be free of serious and multiple infractions.
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.
- Part Time
- Immediately
- New Paltz, NY 12561
- 5/21/24
PART TIME WAREHOUSE POSITION AVAILABLE
With ability to grow within the company
Great opportunity for those seeking part-time work
Hours: Monday-Friday Part Time (Scheduled Hours TBD)
Salary: $15.00/HR
QUALIFICATIONS/REQUIREMENTS
- Valid, clean drivers license required
- Must be able to (or learn how to) operate a forklift and various machinery (i.e. scissor lift)
- Must be physically fit; able to lift at least 50 lbs without assistance
- Must be self-motivated with the willingness to learn
- Must be a team player and work well with others
- Interest and/or knowledge in the HVAC and plumbing industry is helpful but not required
JOB DESCRIPTION
- Receive deliveries and properly check in items on a daily basis
- Stock equipment and other materials upon delivery
- Pull materials from stock and load vehicles for job sites
- Keep warehouse well organized regularly
- Maintain cleanliness of warehouse, fabrication shop and property grounds
- Assist other warehouse and fabrication shop personnel as required
- Part Time
- Immediately
- 15 Hour
- 11 Charles Street, Pleasant Valley, NY 12569
- 6/3/24
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.
- NYLAH License or ability to attain within 6 months 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.
- NYLAH License or ability to attain within 6 months 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