Your search resulted in 32 "Service Coordinator" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Service Coordinator
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.
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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
Overview
ArchCare Program: ArchCare at Family Home Health Care- Westchester
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
The Nursing Supervisor is responsible for the planning,coordination and delivery of quality care services to the client and accountable for the agency’s adherence and compliance to federal, state, and local laws, accreditation, agency policies and standards.
- Uphold ethical nursing standards and develop efficient care methods.
- Provide leadership to maintain standards.
- Monitor changing client needs and document client activities promptly.
- Supervise treatment plan execution and coordinate overall care with resources.
- Maintain accurate client records.
- Engage with community health resources.
- Evaluate and oversee field employee skills and services.
- Participate in employee development and compliance.
- Assist in staff selection and orientation.
- Interpret policies to non-nursing personnel.
- Evaluate position performance, set goals, and support improvement plans.
- Provide hands-on nursing care in emergencies.
- Offer vacation coverage during RN absences at specific locations.
- Perform field visits to multiple locations during RN absences.
- Conduct Orientation and In-Service training for various roles.
- Administer vaccines to staff as needed.
- Serve as the "on-call" nurse during assigned weeks, including weekends, responding to emergencies and client visits.
Job Type: Full Time
Salary: $106,000 Annually
Qualifications
Qualifications:
• Current New York State license as a Registered Nurse.
Education:
• Bachelor of Science degree in Nursing from an approved school is preferred.
- Full Time
- Immediately
- Tarrytown, NY 10591
- 6/21/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Provide prompt, courteous service to the dining guests of the Mohonk Mountain House for breakfast, lunch, dinner and special functions according to the standards set by Management.
ESSENTIAL JOB FUNCTIONS:
•Work in coordination with kitchen staff and other dining room staff ensuring the efficient operation of the restaurant.
•Learn standard menu items so that you can describe them to the guest in detail and answer any questions they may have.
•Provide recommendations and suggestions aimed at enhancing the satisfaction of diners- such as recommendations about wine pairings.
•Open wine bottles and champagne table-side with waiter’s corkscrew, and present to guests.
•Take and receive food and beverage orders from guest and serve in an efficient, timely and professional manner following the established sequence of service.
•Enter guest orders in a POS with the ability to enter special requests such as dietary restrictions, allergies, etc.
•Anticipate guest needs and meet them before you are asked to.
•Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•Negotiate stairs up and down while carrying full trays.
•Work under crowded and noisy conditions and to navigate around guests with loaded trays.
•Handle dishes and glassware carefully.
•Provide proper service while serving wines and champagne, and have thorough knowledge of cocktails, spirits, and beer- including local selections.
•Set and reset tables with linen, silverware, dishware, and glassware.
•Mark silverware with each course.
•Clean before, during and after service, maintaining high standards of cleanliness. Store food in accordance with safe food-handling procedures.
•Assist in the set up and breakdown of special functions.
•Work productively and efficiently with or without supervision when performing routine tasks.
•Assume responsibility for all Mohonk Mountain House equipment and supplies. Use caution to prevent loss and abuse of Mohonk Mountain House property.
•Adhere to Mohonk Mountain House’s Dress and Grooming Standards; present a neat, clean and well-groomed appearance and maintain a positive, professional image to our customers.
•Inspect work by touch, sight, sound and smell for conformance to prescribed standards of cleanliness.
•Speak, read, and write in English 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, and stand for up to 5 hours at a time.
•Lift up to 50 lbs from ground level to waist height, and from waist height to shoulder height, and carry up to 100 feet without assistance. Walk up to 7 miles per shift.
•Maneuver carts or dollies safely with loads up to 200 pounds up and down stairs, elevators, through passageways or outdoors up to 75 yards.
•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.
•Wear Mohonk Mountain House approved safety shoes, and proper safety equipment when performing tasks that recommend such equipment.
•Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
•Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays and during peak periods of business.
•Perform basic mathematical functions such as addition, subtraction, multiplication and division.
•Maintain confidentiality of guests’ personal information and use with discretion.
•Operate vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
QUALIFICATIONS:
•At least 18 years of age.
•Knowledge of hospitality and experience in food and beverage service.
•TIPS or other state-recognized Alcohol Awareness Training Certification preferred.
•Servsafe or other industry-recognized safe food handling 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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/29/24
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:
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
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 Vendor Risk Analyst?
The Vendor Risk Analyst is responsible for supporting Central Hudson’s efforts to assess, monitor and mitigate information and cybersecurity risks associated with our vendors and third-party relationships. The ideal candidate will have a strong understanding of vendor risk management principles, excellent analytical skills, and the ability to communicate effectively with internal stakeholders and vendors alike.
What does a Vendor Risk Analyst do?
- Conducts comprehensive risk assessments of new and existing vendors, evaluating factors such as financial stability, regulatory compliance, security protocols and data privacy practices
- Implements and supports processes for ongoing monitoring of vendor activities and performance, identifying potential risks and implementing mitigation strategies as needed
- Collaborates with cross-functional teams to develop and update vendor risk management policies, procedures, and standards in alignment with industry best practice and regulatory requirements
- Conducts due diligence reviews of potential vendors, assessing their capabilities, reputation, and adherence to contractual obligations
- Cultivates positive and collaborative relationships with vendors, serving as a point of contact for risk-related inquiries and facilitating regular communications
- Monitors vendor compliance with contractual and regulatory requirements, escalating issues as necessary and coordinating remediation efforts as needed
- Prepares and maintains accurate records of vendor risk assessments, findings, and remediation activities, generating regular reports for senior management and regulatory authorities as required
- Provides support for storm restoration efforts
What does it take to be a Vendor Risk Analyst?
Required:
- Bachelor’s degree in Cybersecurity, Information Assurance, Risk Management or related field of study. In lieu of a bachelor’s degree, an associate degree in the aforementioned fields and 3 years of relevant experience or a high school diploma or equivalency degree and 5 years of relevant experience will be considered
- Strong understanding of risk management principles, methodologies, and frameworks (e.g., ISO, NIST Cybersecurity Framework, NIST RMF, NATF Supply Chain Risk)
- Familiarity with Third Party Risk Management software & tools
- Excellent analytical skills with the ability to identify, assess, and prioritize risks effectively
- Effective communication skills, with the ability to collaborate with diverse teams, and communicate complex concepts clearly and concisely
- Detail oriented with strong organizational skills and ability to manage multiple tasks and deadlines effectively
- Ability to work with limited direct supervision and professionally respond to constructive feedback
- Valid driver’s license
Preferred:
- Experience in conducting risk assessments, developing risk mitigation strategies and evaluating contractual agreements
- Experience in Energy & Utilities or services industry
- Experience with Microsoft Power BI
- Experience with data visualization tools
- Relevant certifications such as CISSP, CISM, or comparable
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience. Pay range: $69,800 – $163,800
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
- 6/14/24
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