Your search resulted in 64 "Program Assistant" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Program Assistant
Position: Benefits Manager
Location: Poughkeepsie, NY
Type: Temporary (No end date specified)
Pay: $30-$40 per hour
Schedule: Monday - Friday, 8:30 AM - 4:30 PM
Job Description: We are seeking an experienced and detail-oriented Benefits Manager to join our team in Poughkeepsie, NY. This is a temporary position with no specified end date, offering competitive hourly compensation.
As a Benefits Manager, you will be responsible for overseeing and managing the administration of employee benefits programs. Your primary duties will include:
- Administering health, dental, vision, and retirement plans
- Managing leave of absence programs and employee wellness initiatives
- Ensuring compliance with relevant laws and regulations
- Handling benefits-related inquiries and resolving issues
- Coordinating with insurance carriers and vendors
- Conducting benefits orientations and providing ongoing education to employees
Benefits Manager Requirements:
- Minimum of 5 years of experience in benefits administration
- Proficiency with benefits management systems; experience with Paylocity is a plus
- Strong knowledge of benefits laws and regulations
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational abilities
- Ability to handle sensitive and confidential information with discretion
If you have a proven track record in benefits administration and are ready to take on a key role within our organization, we encourage you to apply. Your expertise will help us provide exceptional support to our employees and ensure the smooth operation of our benefits programs.
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
- $30-$40 Hour
- Poughkeepsie, NY 12601
- 6/10/24
Position: Non-Profit Administrator
Location: Rhinebeck, NY
Type: Direct Hire, Part-Time (10-12 hours per week, flexible schedule)
Pay: $24-$26 per hour
Job Description: We are seeking a highly organized and experienced Non-Profit Administrator to join our team in Rhinebeck, NY. This part-time role offers a flexible schedule, allowing you to balance your work with other commitments.
Non-Profit Administrator Requirements:
- Minimum of 5 years of administrative experience
- Experience working in a non-profit organization
- Strong organizational and communication skills
- Proficiency in managing websites and social media platforms
- Familiarity with MailChimp and donor databases
- Grant writing experience is a plus
- Spanish language skills are a plus
As a Non-Profit Administrator, you will play a crucial role in ensuring the smooth operation of our organization. Your primary responsibilities will include:
- Gathering and organizing data from events, donations, and programs to ensure accurate reporting and data analysis
- Assisting in evaluating program success through follow-up surveys and analyzing registration data
- Managing and updating content on our website, social media channels, and MailChimp newsletters
- Overseeing the donor database, which includes handling fundraising campaigns, donations, and event registrations
- Writing and submitting grant applications and reports, and tracking deadlines for these tasks
If you are passionate about making a difference and have the skills and experience required for this role, we would love to hear from you.
Equal Opportunity Employers
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.
- Part Time
- Immediately
- $24-$26 Hour
- Rhinebeck, NY 12601
- 6/10/24
We are looking for compassionate caring professionals to work in a skilled nursing facility!
Ethan Allen Workforce Solutions is seeking experienced CNAs for our client located in Highland, NY. The selected candidate will train with Medication Administration, First Aid, and CPR, according to program requirements.
Weekends only! All shifts currently available. NO MANDATION, and no holidays required. Pay rate is $23.00 per hour.
Job duties include:
- Assisting with personal care
- Assisting with daily activities for consumers living in the group homes
- Organizing and maintaining confidential files and information
- Interpreting and communicating consumers’ concerns and needs
The most successful CNA will have excellent time management and customer service skills, flexibility, patience, resiliency, and a genuine desire to serve the geriatric population. Must have 6 months experience in a nursing home.
You must have certificate and HS diploma.
Please apply for consideration!
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
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, Part Time
- Immediately
- $23 Hour
- Highland, NY 12528
- 6/10/24
Job Title: Medical Assistant
Location: Brewster, NY
Pay Range: $20-$23 per hour
Work Schedule: Monday to Friday, 8:00 AM - 5:00 PM
Are you an experienced Medical Assistant seeking a fulfilling role? We're looking for a dedicated individual to join our team as a Medical Assistant in Brewster, NY. This position offers a competitive pay range of $20-$23 per hour and a Monday to Friday work schedule, allowing for a healthy work-life balance.
Medical AssistantRequirements:
- Proven experience as a Medical Assistant
- Completion of a Medical Assistant training program or relevant certification
- Strong communication and interpersonal skills
- Attention to detail and accuracy in recordkeeping
- Ability to handle sensitive and confidential information with professionalism
- Proficiency in using electronic medical records (EMR) systems
- Flexibility and adaptability in a fast-paced healthcare environment
- CPR certification (preferred)
Medical AssistantResponsibilities:
- Assist healthcare professionals in patient examinations and procedures
- Record and maintain accurate patient medical histories and vital signs
- Administer injections and medications under supervision
- Prepare patients for tests, procedures, and other medical treatments
- Schedule and coordinate patient appointments and follow-ups
- Perform routine laboratory tests and manage laboratory orders
- Maintain a clean and organized medical environment
- Collaborate with the healthcare team to provide quality patient care
If you're passionate about supporting patient care and meet the requirements outlined, we invite you to apply for this exciting opportunity. Join our team and contribute to delivering high-quality healthcare to our community. With a competitive pay range of $20-$23 per hour and a consistent Monday to Friday schedule, this role offers the potential for a rewarding and fulfilling career. Apply now and take the first step towards making a difference in patient lives as a Medical Assistant!
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
- $20-$23 Hour
- Brewster, NY 10509
- 6/10/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Benefits Administrator?
This role coordinates the administration and monitors providers’ performance of corporate benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits.
What does a Benefits Administrator do?
- Oversees the administration of all benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits
- Handles all benefit inquiries and advises employees and retirees on eligibility, provisions, and other matters related to all benefit plans
- Serves as contact for insurance vendors and third-party administrators and manages vendor payments as necessary
- Possesses a superior technical knowledge of the different benefit plans offered, plan documents, and summary plan descriptions
- Conducts employee meetings and seminars.
- Develops yearly benefits communication materials
- Ensures that company benefit plans are compliant with federal and state regulations
- Conducts budgeting and financial analysis of employee benefit programs
- Monitors the high-cost claim, target program claim areas
- Ensures adequate estimates, forecasts, and calculation of expenditures in benefits for budget planning
- Investigates new benefits programs, improve existing programs, analyzes the financial impact of potential modifications, and develops recommendations
- Prepares, reviews, and obtains necessary documentation for qualified plans’ IRS and ERISA-mandated submissions
- Supports storm/emergency restoration efforts
What does it take to be a Benefits Administrator?
Required
- Bachelor’s degree in Business Management, Human Resource Management or a related field of study and 2 years of human resources experience. In lieu of a bachelor’s degree, an associate’s degree in Business Management, Human Resource Management or a related field of study and 5 years of human resources experience. Candidates with a high school diploma or equivalency degree and at least 7 years of human resources experience will be considered
- Must have strong customer service skills
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly.
- Must have strong analytical and organizational skills, as well as an ability to exercise good business judgment
- Excellent written, verbal, and interpersonal communication skills
- A valid driver’s license
Preferred
- Experience with HRIS software and various web-based platforms
Applications will be accepted until June 13, 2024
Pay Range:$78,900-$110,400
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/10/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Aesthetician is responsible for providing all the various aesthetic services offered in the Spa at Mohonk Mountain House. The Aesthetician is an active member of the Spa team responsible for maintaining a high level of guest service and satisfaction. The Aesthetician is expected to make a professional recommendation for their guest to facilitate continued wellness and appearance.
ESSENTIAL JOB FUNCTIONS:
•Attend in-house trainings with the ultimate goal of being able to perform all aesthetic services offered at the Spa at Mohonk Mountain House as described in the Spa Menu.
•Learn, demonstrate, and adhere to sequence and protocols for each aesthetic service added to skill set.
•Perform professional recommendation of retail with the goal of 20% product sales to service revenue.
•Retain guests by consistently providing excellent customer service. This includes anticipating guest needs and adhering to the standards for spa guest service.
•Communicate guest issues to Spa Management.
•Promptly greet guest and provide spa guests with a tour of spa facilities when needed. Escort guest to and from treatment room.
•Demonstrate thorough familiarity of Spa services by performing professional recommendation of next experience for guests served in a meaningful and relevant manner.
•Perform services keeping guest satisfaction as priority, while running on time for next guest.
•Begin and end all treatments on time, adhering to bookings.
•Provide guests with a thorough and knowledgeable professional treatment.
•Clean and sanitize work area as per departmental policies.
•Remove all soiled linen from aesthetic room(s) and deposit in designated area.
•Operate all tools and equipment needed to perform the Spa at Mohonk Mountain House services safely.
•Stock and organize aesthetic room(s) with appropriate linens and supplies.
•Prepare material and supplies for daily operations.
•Maintain a flexible work schedule including weekdays/weekends, holidays, and during peak periods of business.
•Maintain availability of a minimum of three shifts per week.
•Attend vendor trainings and events as assigned to learn the ingredients of products used in order to know possible contraindications due to allergies or medical issues provided by guests and to learn benefits of ingredients and products used to be able to offer well-informed recommendations to guests to facilitate continued wellness and appearance.
•Listen well, communicate effectively and establish working relationships with other staff, management and guests that have a variety of educational backgrounds and values.
•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.
•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.
•Wear proper protective equipment when performing tasks that recommend such equipment.
•Inspect and report maintenance needed on equipment used to provide services.
•Inform supervisor of hazardous situations, emergencies, or threats to security of guests, employees, or hotel assets.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Work productively and efficiently with or without supervision when performing tasks.
•Prioritize and meet time goals in a calm professional manner.
•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.
•Attend events, programs, and trainings as needed to enforce and support Mohonk Mountain House policies and culture.
•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 5 hours at a time.
•Lift up to 75 pounds from ground level to 4 feet and carry a distance of up to 30 feet with/without assistance. Walk up to 3 miles a day.
•Maneuver carts or dollies safely with loads up to 100 pounds up and down stairs, elevators, through passageways or outdoors up to 100 feet.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust and focus.
•Interact patiently with teenagers and adults.
•Act calmly and professionally in stressful situations.
•Analyze problems and implement action plans to address problems.
•Demonstrate high moral character in handling lost items and valuables turning them in immediately to designated lost and found area.
QUALIFICATIONS:
•Valid and current NYS License for Aesthetics.
•Minimum of 2 years work experience in a professional spa setting preferred.
•Basic CPR/First Aid Certification preferred.
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
- 6/10/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
A stables guide is responsible for providing a safe and enjoyable recreational activity for guests, of the stables, while guiding a trail ride (riding a horse while supervising the horse line) or while operating the carriage team. This person is responsible for establishing and maintaining a good relationship with our guests; giving a tour of the property, sharing interesting facts, and offering accurate information about Mohonk and our history.
ESSENTIAL JOB FUNCTIONS:
•Competent horseback rider with ability to mount horse from the ground.
•Arrive prepared, on time, and ready to work; maintain good attendance.
•Display good horsemanship and have a strong fundamental background in horse ailments, conditions, and traits.
•Demonstrate “Horse sense” and interpret herd behavior.
•Assess rider’s abilities and horse behaviors in response to rider’s actions.
•Ensure all riders have accurately signed waiver form and payment receipt.
•Communicate instructions clearly and effectively in an ever-changing/active situation that guests of any age can understand.
•Explain proper safety procedures during the mounting and dismounting process; accurately fit guests to their saddles, stirrups, helmets and other equipment.
•Tack or harness animals prior to (or at end of) carriage or trail ride, completing a safety check of the equipment every time and maintaining equipment condition and appearance.
•Organize horse and riders in trail (lineup) groups in an efficient and safe manner.
•Learn trail routes and historical/interesting facts about Mohonk Mountain House and the surrounding area.
•Encourage, display, and role model proper riding form at all times.
•Follow grooming, feeding/watering schedules for each animal.
•Dispense and apply prescribed medications and treatments to animals.
•Detect and eliminate/reduce potential hazards from and around the trail system and barn area.
•Clean barn, riding arena, paddock, courtyard, and trail system using a golf cart or wagon.
•Lead horses to and from paddocks and riding arena.
•Lead another horse while riding a horse.
•Lead trail rides and drive carriages for up to 3 consecutive hours.
•Lead pony ride for our guests as young as 2 years of age up and down moderate inclines.
•Load hay in/out of the hayloft of barn.
•Work in a manner that will not endanger self or others.
•Handle stressful, noisy, crowded, distracting, and emergency situations calmly, with a level head; including situations involving heights or closed in areas.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Work in a hot/cold climate for extended periods of time.
•Maintain a consistent attitude, cheerful, positive, and “can do”. Speak positively about Mohonk, guests, and coworkers.
•Pay attention to operational details while being attentive to guests. (Safety patrol of the barn and surroundings)
•Respond encouragingly with alternate solutions to meet the guest needs or requests; show initiative and take action with an appropriate level of independence.
•Show interest and patience while working with young or adolescent children and novice rider.
•Seek ways to enhance the guest experience in unexpected ways asking, “How can I exceed your expectations?”
•Understand and comply with the policies and procedures of Mohonk Mountain House and department.
•Answer phones in a clear, professional manner, and retrieve voicemails; return calls, accurately record messages, process payment, and follow through.
•Give accurate information, face to face, and over the phone. Maintain a complete knowledge of: stables offerings, policies, and pricing; resort features; activities; and hours of operation.
•Operate POS cash register, differentiate the denominations of U.S. currency and coins, and make change in a timely manner during a transaction.
•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.
•Speak clearly in front of groups of up to 20 persons; communicate well so that guests of any age can understand.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•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 5 hours at a time.
•Lift up to 75 pounds from ground level to waist level and carry a distance of up to 100 yards with/ without assistance. Walk up to 7 miles per day.
•Memorize names of plants, animals, names of guests, and horses/mules.
•Demonstrate proficiency with Windows-based operating systems and use software including MS Word.
•Take reservation and billing information using computer based program with utmost accuracy and detail. Protect personal information of guest.
•Attend/participate in daily shift briefing.
•Establish and maintain positive guest relations and a peaceful riding and/or carriage experience.
•Wear proper protective equipment appropriate to the task being performed.
•Clearly communicate results of efforts, problem resolution steps, and completed tasks verbally and in writing.
•Works independently and as part of a team.
•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.
•Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
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.
•Experience working with the general public and in the service industry
•First Aid and CPR Certification preferred
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.
weekends and holidays are a must
available through Labor Day weekend
- Immediately
- New Paltz, NY 12561
- 6/9/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is an Executive Assistant?
The executive assistant supports the executive team with tasks such as scheduling, reviewing, prioritizing, responding to emails, answering and returning phone calls, organizing documents, maintaining records, taking notes at meetings and any other administrative tasks that help executives perform their jobs. The Executive Assistant manages the executives’ daily calendar, including scheduling meetings, confirming appointments, writing itineraries, and arranging for transportation.
What does an Executive Assistant do?
- Provides administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf
- Maintains comprehensive and accurate records
- Performs minor accounting duties
- Manages scheduling for company executives, including organizing meetings, scheduling, sending reminders, and organizing catering when necessary
- Answers phone calls in a polite and professional manner
- Manages executives’ calendars, including making appointments and prioritizing the most sensitive matters
- Organizes and prepares for meetings, including gathering documents and coordinating logistics of meetings
- Answers and responds to phone calls, communicates messages and information to the executives
- Prioritizes emails and responds when necessary
- Coordinates travel arrangements
- Maintains various records and documents for company executives
- Provides support for storm restoration efforts
What does it take to be an Executive Assistant?
Required:
- A high school diploma or equivalent and at least 5 years of relevant experience
- Proficiency with Microsoft Office suite (e.g., Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Strong organizational and time-management skills
- Ability to manage multiple tasks concurrently while working under deadline constraints
- Excellent written and verbal communication skills
- Ability to handle sensitive information with discretion
- Valid driver’s license
Preferred:
- Experience within the electric and gas utility industry
- Administrative experience supporting Executive level staff.
Applications will be accepted until June 11, 2024.
Pay range: $78,900-$110,400
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/8/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Junior Clerk?
Under direct supervision perform various types of clerical work, which may include: maintaining files, messenger duties, typing, operating office machines and miscellaneous office tasks as assigned.
What does it take to be a Junior Clerk?
Required:
- A High School diploma or equivalency diploma
- Ability to sort and deliver mail via a cart, lifting and various other mailroom duties
- The ability to type, use a personal computer, telephone and other typical office equipment
- Knowledge of Microsoft Word and Excel
- Ability to be flexible to a changing work environment and be able to demonstrate excellent interpersonal skills
- Valid driver’s license
Preferred:
- Associates degree in Business Administration, Accounting, or a related field of study
- Secretarial, business and/or accounting clerical experience
Applications will be accepted until June 11, 2024.
This job does not have a range. All incumbents are paid the same per collective bargaining agreement. Pay Rate: $20.87 / hour
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/8/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 6/8/24