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We are currently seeking an experienced Mortgage Processor to join our Mortgage team. Qualified candidates should have one to three years of recent related experience.
Essential Functions & Responsibilities:
- Input pertinent information from application into mortgage software (LOS and FNMA D/U) and upload member documents to Image Flow.
- Review and process all mortgage application information for completeness, as well as compliance to applicable program guidelines (FNMA, FHLMC, SONYMA, Construction, and other conduit loans). Evaluate D/U findings and all application information to assure the loans meet guidelines and have proper documentation for Underwriting.
- Interact with members, staff, vendors, attorneys and realtors to obtain the necessary information to properly process and submit applications to Underwriting for a decision, as well as to troubleshoot and discuss problems as they arise (ie: high ltv, etc.).
- Submit loans and update loans to Underwriting with accurate data.
- Assist other areas of the department as needed
Performance Measurements:
- Assures member service is top priority; treats members and other employees professionally with courtesy and respect; upholds MHV Service Standards.
- Develops and maintains a working knowledge of all types of mortgage products including secondary market guidelines and procedures.
- Submits loans for approval with a high data integrity (accuracy) within Mortgagebot and FNMA D/U systems.
- Troubleshoots problems and figures out solutions prior to submitting loans for approval/denial (contact with members, loan reps, other processors and/or underwriters may be necessary); this will require employee to be self-driven, self-motivated, and forward thinking.
- Makes valid suggestions regarding improvements to processes, forms, or functions in work area.
- Acts as a good team player; promotes a positive, productive and supportive work environment.
- Stays abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures. Continually expands knowledge and develop skills.
Individual must have strong organizational skills, as well as excellent verbal and written communication skills. Time management and the ability to manage multiple workloads with successful results are also necessary.
Knowledge and Skills:
- One year to three years of similar or related experience
- (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
- Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Strong time management; ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; above-average interpersonal skills; strong computer skills (i.e., Microsoft Office)
- Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation. Normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
- Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
- Work is generally performed within an office environment, primarily in a climate controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use; standard office equipment available.
Benefits include:
- Medical, Dental and Vision - with no waiting period for coverage!
- 401(k) with employer match and non-elective employer contribution
- Paid Vacation, Sick time and Holidays
- Life Insurance
- Short-Term and Long-Term Disability Insurance
- Employee Assistance Program
- Tuition Assistance Program
- Professional Development Programs
- Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
- Full Time
- Immediately
- $24.27 - $36.41 Hour
- PO Box 1429, Kingston, NY 12402
- Today
Join the Arnoff family—serving communities since 1924. Imagine working for a company where you're more than just a number! You're part of a family that has thrived for over 100 years.
Is this what your checklist looks like when looking for a job?
A stable company that has an excellent reputation
Year-round work
MVP medical insurance - $ 7.18/week
Time off to spend with family and friends
Birthday off with pay
401 (k) to save for my future
Major holidays off
WE HAVE IT ALL!!!
The Financial Coordinator in the Transportation and Warehousing plays a pivotal role in managing and overseeing financial operations to ensure accuracy, compliance, and efficiency in processing financial transactions.
Minimum Qualifications:
- Experience in Finance, Accounting, Business Administration, or a related field is preferred.
- Knowledge or willingness to learn financial principles, accounting standards, and regulatory requirements.
- Maintain accurate financial records and documentation
- Support the finance team in various administrative tasks
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- 8-hour shifts, no weekends and no nights
Preferred Qualifications:
- Proficient in Excel and willing to learn new systems to assist the department
- Good customer Service skills
- Advanced data analysis and financial modeling skills.
- Effective Communication skills, both written and verbal
- Ability to work independently and in small groups.
- Not a remote job, this is an in-office position
- Casual work environment
Responsibilities:
- Maintain accurate financial records and documentation.
- Record payments and apply them to the appropriate revenue
- Monitor cash flow and manage financial records to maintain compliance with company policies and regulatory standards.
- Enter revenue and send invoices to customers
- Analyze reports from a warehousing system
- Support payroll processing and employee expense reimbursements in coordination with HR
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discounts
- Health insurance, MVP
- Life insurance, Accident Insurance, and additional life insurance for you and your family
- Paid time off
We are an equal opportunity employer committed to diversity and inclusion. We encourage qualified individuals from all backgrounds to apply.
Please submit your resume and cover letter detailing your relevant experience. Go to www.arnoff.com ot send resume and cover letter to proetina@arnoff.com
- Full Time
- Immediately
- 10 Stonebreak Rd, Malta, NY 12020
- 12/5/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $44.99 - $52.99 Hourly Job Shift: Eves/Nights DescriptionRN Supervisor Responsible to Position Classifications Unit Manager Hourly/Non-Exempt Directly Supervises and Evaluates Licensed Practical Nurses, Certified Nursing Assistants, and Unit Assistants Is Back Up To: Charge RNs/LPNs Is Backed Up By: Charge RNs/LPNs and RN Unit Manager 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 RN Supervisor is responsible to maintain the nursing philosophy, objectives, and standards of quality nursing care; and ensure compliance with standards, codes, rules and regulations, and the policies set-forth by Woodland Pond ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative Functions: Participates actively with IDT and follows-through on actions determined by the Team Is responsible for every resident on the skilled nursing unit (*CF) Serves as a resident advocate and ensures resident rights are maintained Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports Serves as a leader and resource for nursing staff Assists with resident care as needed (*CF) Participates in investigations as assigned (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care Oversees the creation of assignments for the LPNs, CNAs, UAs (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Reviews MD progress notes to ensure accuracy and completion, following in-house visits. (*CF) Ensures a full and thorough report is given to the Charge RN (Nights), including tasks that need to be carried over to the next shift, i.e. admission assessments, weekly RN assessments, etc. (*CF) Care Plan, Kardex, MDS, and Assessment Ensures accuracy of each Completes timely as assigned Effectively communicates the plan of care Ensures that resident care plan is followed (*CF) Follows the Weekly RN assessment schedule Communication Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. (*CF) Uses communication to enhance quality of resident care and staff working environment Communicates with unit manager regularly about the status of the unit, staff, and residents. Personnel/Staff Development May be asked by the unit manager to assist with pc&ds; and scheduled evaluations. Actively communicates with the unit manager and staff educator to coordinate educations for personnel. Promotes an environment of learning Ensures staff attends mandatory in-services and meets minimum continuing education requirements May be asked by UM or staff educator to assist with staff audits, to ensure care is being delivered per care plan and medical staff orders (*CF) Ensures work consistency among staff Promotes a positive, friendly work environment, leading by example. Provides staff with praise and also re-educations as necessary. Equipment and Supplies Ensures appropriate are available and monitors that supplies are utilized appropriately to avoid waste Is cost-effective Policy and Procedure Manuals Ensures staff awareness of manuals, including other departments (e.g. SDS, emergency protocols) Uses manual and assists other staff on using policies as necessary (*CF) Quality Assurance Constantly strives to enhance the resident and staff experience Reports and completes necessary paperwork for each resident incident/accident/change in condition (*CF) Safety/Infection Control Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Initiates and completes appropriate sections of employee I&As; when they occur. Staffing Coverage Works beyond normal working hours, or in other positions temporarily when necessary (e.g. administers medications) (*CF) Is subject to callback during emergency conditions Takes RN on-call as needed Accepts and records call outs on staffing call out forms. Communicates call out to staffing coordinator, UM, and DON. It may be necessary to provide return to work instructions per policies guided by the NYSDOH and CDC, depending on the reason for the call out. Other Specific Requirements Must have patience, tact, a cheerful disposition, and be enthusiastic Must work harmoniously with others Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions Able to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures necessary to provide quality care Promotes teamwork and collaboration among Woodland Pond staff members Ongoing Education Must continually strive to enhance knowledge, and ensure evidenced-based nursing is being practiced Encouraged to attend an out-of-facility continuing education seminars Completes all required training and in-services Enhanced Responsibilities of the RN Clinical Care Coordinator Addresses the high volume of family, visitor and resident companion questions and concerns during high visitation times. Works closely with medical staff for in house visits, during medical staff rounding, several days each week. Provides assessment, data and insight to medical staff both in house and on call for any change in resident condition that may require order changes in medication, treatment etc. **The majority of nurse to medical staff communication occurs on the day shift. Performs and/or ensures the completion of in-depth and thorough admissions and discharges to include. Admissions: Order Entry-Medications, Treatments, Dietary, Therapy, Advance Directives. (per hospital discharge instructions) Ensures advanced directives are in place or are completed via a MOLST at the time of admission. Completes and/or ensures a MOLST form is done in the absence of social work. Assures communication of all follow up consult appointments to Medical Services Assistant Completes all Clinical Assessment forms for each admission at the time of admission. Responsible for relaying incomplete admission tasks to the Charge RN (Nights). Conducts a full Physical Assessment of Skin and every body system (i.e.) Neurologic, Cardiovascular, GI, Urinary, etc. and documents such. Completes an in-depth interview with new resident and family, as well as review of medical record to ensure an accurate, complete admission. Educates resident and family to the facility policies and procedures. (i.e.) visitation, smoking policy, etc. Completes all nursing instructions for CNAs and Unit Assistants. Communicates with medical staff re: the new admission orders and diagnoses. Discharges: Completes Discharge Summary with all orders-Medications, Treatments, Therapy orders and Equipment needed). Provides any needed discharge teaching and document each instance in the medical record. (i.e.)Insulin administration, wound treatments, g-tube or foley catheter care. Writes all scripts for discharge. Completes Form 3122 for all discharges to the Enhanced units. Completes an O2 necessity form if necessary for discharge. Attends Daily IDT meeting each morning to review each residents progress. Reviews of all resident outgoing appointments that day. Coordinate with CNAs and Medical Services Assistant to ensure residents make each appointment and that appropriate documentation goes with the resident to their appointment. Upon return the day charge nurse must review the consult recommendations, communicates those needs to the provider and enter any needed order or care related changes in the EMR. Ensures all residents get to in house and out-of-house appointments. Daily review of appointment calendar. Ensures all residents get to planned activities. Ensures all residents get to therapy appointments in house. Assists with completion of all Investigations and Analyses (I&As;) not completed on the prior shift. Attends weekly Wound Care Rounds as part of that team. Performs daily follow up and documentation in the EMR for any resident requiring Bowel Protocol intervention and medications with an RN assessment. Reviews all labs and diagnostic testing reports performed on shift and all pending labs from previous shifts/days. Communicates those results with medical staff and enters any needed order changes in the EMR as well as a progress note about the visit and changes. Communicates with Family/Health Care Proxys ANY changes in medications, resident conditions, consult results from appointments, and incident especially those resulting in an I&A; (skin injuries, fall, behaviors, etc.)**The majority of family communication occurs on the day shift. Attends care plan meetings as needed. Assists with all meals to ensure that appropriate assistance is provided to all residents and nursing coverage is as care planned. 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 Demonstrated knowledge and skills necessary to provide care to and communicate with primarily the geriatric population Demonstrated knowledge of the principles of growth and development over the life span Able to assess data reflecting the residents status and interpret the appropriate information needed to identify each residents requirements relative to their age-specific needs Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications RN graduate of an accredited school of nursing Minimum two years of clinical nursing experience preferred Holds a current, unencumbered RN license to practice in the State of New York Proficiency with computers and standard office software Valid CPR certification Degree of Travel Travel required for occasional off-site meetings Disruption to Routine Must be able to adapt to resident status and needs, as directed. Schedule changes daily due to staffing, resident condition, new residents, etc. Must be on-call Safety Hazards in Job High stress, exposure to potentially hazardous secretions or environments. May be required occasionally to lift equipment Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time EMployers DIsclaimer All requirements are subject to possible modification to reasonably accommodate individuals with disabilities This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor This document does not create an employment contract, implied or otherwise, other than an at will employment relationship ACKNOWLEDGMENT I have read and understand the responsibilities of my position at Woodland Pond as outlined in this job description. _________________________________________ ____________________ Qualifications
- Full Time
- Immediately
- New Paltz, NY 12561
- 12/2/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $20.58 - $24.18 Hourly Job Shift: Days/Eves Job Category: Health Care Description$7,500 Sign-On BONUS Exclusively for HHA/CNA/CNA IIEffective 11/01/2025 to 11/30/2025, we are offering a substantial $7,500* BONUS!Candidates must have a start date on or before 11/30/2025.*Bonus will be calculated based on the FTE at the time of payment. No bonus for Per Diem.Position SummaryThe CNA II is responsible to provide each of your assigned residents with routine daily nursing care and services in accordance with the residents assessment and care plan, and as may be directed by your supervisors. As a Certified Nursing Assistant you are delegated the administrative authority, responsibility, and accountability necessary for carrying out your assigned dutiesCNA II: ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative Functions:Uses the wristband and photo to identify residents before administering treatments, serving meals, etc., as necessary (*CF)Documents all cares provided in EMR (*CF)Ensures that extensive nursing care documentation is complete in CNA cardex to demonstrate completion of additional tasks (*CF)Reports all changes in the residents condition to the Charge Nurse (*CF)Agrees not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the AdministratorAgrees not to disclose residents protected health information and promptly report suspected or known violations of such disclosure to the AdministratorReports any known or suspected unauthorized attempt to access facilitys information systemPersonnel:Performs all assigned tasks in accordance with our established policies and procedures, and as instructed by your supervisors (*CF)Cooperates with inter-departmental personnel, as well as other facility personnel to ensure that nursing services can be adequately maintained to meet the needs of the residents (*CF)Creates and maintains an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shiftMeets with nursing personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of servicesReports all complaints and grievances made by the resident (*CF)Reports occupational exposures to blood, body fluids, infectious materials, and hazardous chemicals to your supervisorReports known or suspected incidents of fraud to the Administrator/Corporate Compliance OfficerEnsures that departmental computer workstations left unattended are properly logged off or the password protected automatic screen-saver activates within established facility policy guidelines Personal Nursing Care Functions:Participates in and receive the nursing report upon reporting for duty (*CF)High frequency of admission and discharges-ensures all care related to these processes are completed to include:Obtaining frequent vital signs-at least once each shiftObtaining frequent weights-daily, initially (*CF)Assists resident with all grooming tasks each shift, including but not limited to, oral/dental care, bathing, dressing, hair care, shaving, nail care (*CF)Frequent skin monitoring due to anticoagulant therapies and/or special brace/sling use and report to nurse any irregularity observed (*CF)Performs necessary treatments (i.e. OTC creams, barrier creams, etc.) (*CF)Assists nurses with frequent treatments and assessments, as directed (*CF)Assists resident with bowel and bladder functions and any incontinence care, ensuring residents are dry (*CF)Tracks and documents all daily intake and participates in tracking/reporting of daily fluid goals not met (*CF)Performs foley catheter care and documents/reports output each shift (*CF)Assists in transporting residents to/from appointments, activity and social programs, etc., as necessaryProvides care for residents with overall higher acuity, providing total assist for turning and positioning, dressing, personal hygiene, more frequent toileting schedules, higher prevalence of max to total assist with all ADLs as per care plan, using proper body mechanics and mechanical lifts as warranted (*CF)Frequent use of different types of mechanical lifts due to high incidence of total dependence in transfer (*CF)Assists residents to walk with or without self-help devices as instructedFollows Spinal, Sternal, and Hip precautions for all ordered residents regarding fresh post-op critical care (*CF)Answers resident calls as promptly as feasible, ensuring that residents who are unable to call for help are checked frequently (*CF)Assists with the care of the dying resident and provide post-mortem care as instructed (*CF)Food Service Functions:Prepares residents for meals (i.e., take to bathroom, wash hands, comb hair, raise bed, position tables, place clothing protectors or napkins, take to/from dining room, etc.) (*CF)Monitors and adheres to high prevalence of mechanically altered diets, thickened liquids and adaptive equipment use for meals (*CF)Serves food trays. Provides total assistance with feeding (i.e., cutting foods, feeding, assist in dining room supervision, etc.) (*CF)Assists residents with identifying food arrangements (i.e., informing resident with sight problem of foods that are on his/her tray, where it is located, if it is hot/cold, etc.)Records the residents food/fluid intake. Reports changes in the residents eating habits (*CF)Keeps residents water pitchers clean and filled with fresh water (on each shift), and within easy reach of the resident (*CF)Serves between meal and bedtime snacks. Documents such in the intake book (*CF)Performs after meal care (i.e., remove trays, clean residents hands, face, clothing, take to bathroom, brush teeth, clean dentures, etc.)Checks rooms for food articles (i.e., food in proper container, unauthorized food items, etc.)Staff Development:Attends and participates in scheduled training and educational classes to maintain current certification as a Nursing Assistant (*CF)Attends and participates in scheduled orientation programs and activitiesAttends and participates in facility in-service training programs as instructedSafety and Sanitation:Washes hands before and after performing any service for the residentKeeps the nurses call system within easy reach of the resident (*CF)Resonds to and checks each shift for placement and function of alarms (i.e, bed, chair, tab, floor pad, etc.) (*CF)Monitor bed rails and bed height to ensure they are as care planned to ensure resident safety (*CF)Immediately notifies the Charge Nurse of any resident leaving/missing from the facility (*CF)Follows established safety precautions in the performance of all dutiesReports any communicable or infectious disease to the Director of Nursing Services and/or to the Infection Control CoordinatorFollows established isolation precautions and procedures (*CF)Wears and/or uses safety equipment and supplies (i.e., gait belt, mechanical lifts, etc.) when lifting or moving residentsMonitors and/or applies as ordered all specialty braces/slings as per care plan, such as TLSO, Miam-J collars, etc (*CF)Monitors restraints, if ordered. Ensures they are released every 2 hours and for all meals and care provided (*CF)Reports missing/illegible labels and SDSs to your supervisorEquipment and Supply Functions:Uses only the equipment you have been trained to use in a safe mannerReports defective equipment to the Charge NurseInforms the Charge Nurse of your equipment and supply needsResident Rights:Maintains the confidentiality of all resident care information including protected health information. Report known or suspected incidents of unauthorized disclosure of such information (*CF)Ensures that you treat all residents fairly, and with kindness, dignity, and respect, knocking before entering room, ensuring privacy for all care provided (*CF)Reports all allegations of resident abuse and/or misappropriation of resident property (*CF)Honors the residents refusal of treatment request. Reports such requests to the nursing supervisorIII. Working Conditions:Adherence to a strict regulatory environment (*CF)Adherence to highly detailed, consistently changing, individualized care planned nursing instructions (*CF)Works throughout the nursing service area (i.e. nurses stations, resident rooms, etc.), intermittently moving due to frequent interruptionsIs involved with residents, personnel, visitors, government agencies/personnel, etc., under all conditions and circumstancesIs subject to hostile and emotionally upset residents, family members, personnel, and visitorsWorks beyond normal working hours, on weekends and holidays, and in other positions temporarily, when necessaryIs subject to call back during emergency conditions (e.g., severe weather, evacuation, post-disaster, etc.)Completes all required training and in-servicesAll other duties as assignedQualificationsGENERAL SKILLS AND ABILITIESMaintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of dutiesWilling to learn and growDemonstrates maturity in judgment and behaviorsMust be a supportive team member, contribute to and be an example of team work and team conceptMust possess the ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the general publicMust not pose a direct threat to the health and safety of other individuals in the workplaceAccepts and responds to constructive criticismAble to work a flexible schedule Maintains predictable and reliable attendanceQualificationsHigh school diploma or HSE Holds a current Nursing Assistant certification in New York StateValid CPR certificationProficiency with computers and standard office softwareMust be able to read, write, speak, and understand the English languageDemonstrated knowledge and skills necessary to provide care primarily to the geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 12/2/25
Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Carmel and Brewster locations as needed.
Responsibilities
Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Relationship Advisors as needed.
Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Valid driver’s license required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Valid driver’s license required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Relationship Advisors as needed.
Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Brewster, NY 10512
- 11/30/25
Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Carmel and Brewster locations as needed.
Responsibilities
Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Relationship Advisors as needed.
Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Valid driver’s license required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Valid driver’s license required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Relationship Advisors as needed.
Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Carmel, NY 10512
- 11/30/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $19.35 - $21.35 Hourly Job Shift: Day Job Category: Health Care DescriptionPosition Summary The Housekeeper is responsible for providing and maintaining a clean and sanitary environment to Woodland Pond standards to provide residents with a homelike quality of life ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Cleans and organizes all assigned areas, including but not limited to, resident rooms/apartments, bathrooms, common areas, hallways, nurses stations, utility rooms, dining rooms, shower rooms, public bathrooms and offices (*CF) Disinfects and sterilizes equipment daily Empties waste baskets, transports trash and waste to proper disposal areas (*CF) Detail cleans the following, but not limited to, furniture, fixtures, ceilings, walls, windows, floors Reports any repairs needed immediately to supervisor or proper department such as: leaky faucets or toilets, loose tiles, broken windows, missing nuts or screws, beds needing repair, etc. Maintains all safety precautions in housekeeping procedures (*CF) Assists with the training and orientation of new housekeeping staff Completes all required training and in-services All other duties as assigned QualificationsGENERAL 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, including weekends and/or holidays Maintains predictable and reliable attendance, wearing the appropriate uniform as assigned Qualifications High school graduate or HSE preferred Prior relevant experience preferred Basic computer skills required Able to write legibly, takes oral and written instruction well Able to complete basic math calculations accurately Has demonstrated knowledge of appropriate skills for communicating with individuals of all ages, especially the elderly or geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 11/28/25
Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- New Paltz, NY 12561
- 11/28/25
Hudson Valley Credit Union is currently recruiting for the position of Wealth Managemetn Administrative Assistant. Primary Function: Provide administrative and clerical support to the Wealth Management office. Handle all administrative activities for the VP of Financial Services, AVP Operations, and Sales Assistants.
Responsibilities
- Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
- Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
- Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
- Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
- Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
- Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
- 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 preferred.
- Series 63 or ability to attain within 6 months is preferred.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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 preferred.
- Series 63 or ability to attain within 6 months is preferred.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.
Click here to view full job description
- Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
- Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
- Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
- Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
- Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
- Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
- 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
- 11/25/25
Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- 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
- 11/23/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $22.54 - $24.54 Hourly Job Shift: Days/Eves Job Category: Health Care DescriptionGarden View Program Coordinator Responsible to Position Classifications Activities Director Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: Activities Coordinator & Music Therapist Is Backed Up By: Activities Coordinator & Music Therapist 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 Program Coordinator is responsible for assisting in the development and provision of daily structured leisure services for the GV unit throughout the course of the day. Assists in coordinating residents, volunteers, and staff in such planning and implementation of programs and activities of the Health Center ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Assists in planning, organizing and leading activities that promote dignity and independence while encouraging resident socialization and overall well-being (*CF) Enlists the assistance of the HHA/CNA that promote a set routine, cognitive stimulation, socialization and physical activity engagement (*CF) Provides guidance and oversight to HHA/CNA as it relates to their engaging residents in activities Participates in dementia training (*CF) Works collaboratively with all departments at Woodland Pond Assists in the development of resident and family orientation for new admissions Is a liaison with residents, families, and other departments to support resident engagement and quality of life (*CF) Conducts initial assessments and adheres to Resident Care and Service Plans and dietary orders (*CF) Communicates with family and care givers for support and to foster sense of community Actively participates in activity planning meetings; including presenting a standing report of challenges, successes and recommendations for upcoming events (*CF) Encourages residents to participate in activities based on known specific resident interest levels (*CF) Encourages social exchanges between residents through participation (*CF) Maintains daily resident attendance records Ensures resident newspapers and mail is delivered daily (*CF) Monitors and makes requests for necessary supplies/equipment; organize same and store securely Decorates monthly bulletin board and assists in publicity for events Assists in publicity of activities Contributes to the monthly newsletter Assists in initiating and maintaining personal music equipment for music and memory program Arranges and sets up virtual video calls according to schedule; updates list as needed Understands and follows the process/procedures related to resident outings Assists in the orientation of new volunteers; works collaboratively with same Escorts new Pet Therapy volunteers as directed 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 Demonstrated knowledge and skills necessary to provide programming to and communicate with primarily elderly population Demonstrated knowledge of the principles of growth and development over the life span Ability to assess data reflecting the resident’s status and interpret the appropriate information needed to identify each resident’s requirements Ability to read, analyze, and interpret general and professional periodicals and journals Ability to write reports, newsletters, and general correspondence, using standard word processing and publishing software Ability to respond to questions from groups of managers, residents, staff, and the general public Ability to remain calm in all types of situations, including emergencies Must be creative and energetic; willing to work as part of a team Ability to utilize various A/V equipment, computers, and systems as well as baking/cooking equipment to assist in the delivery of activity programming Demonstrate appropriate basic food handling skills and food safety knowledge Availability to work a flexible schedule including regular evening/weekend hours and alternating holidays Maintains predictable and reliable attendance QualificationsQualificationsHigh school diploma or HSE. Associates Degree preferredCertification as a Dementia Practitioner, or certification in progress is acceptableComputer proficiency, specifically with Microsoft Office programs.Current CNA certification, preferredMinimum one year related experience, experience working with people with dementia, desiredValid NYS driver’s license
- Full Time
- Immediately
- New Paltz, NY 12561
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Beacon, NY 12508
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- New Paltz, NY 12561
- 11/17/25
Hudson Valley Credit Union is currently recruiting for the position of Quality Assurance Lead. Primary Functions: Analyzes business and technical requirements, identifies program/project needs, develops the testing strategy, plan, approach, scenarios, test cases, and performs or coordinates the functional testing and performance testing for the credit union technologies. This position works closely with peers, stakeholders and end users to ensure quality deliverables have technical compatibility and user satisfaction. The Quality Assurance Lead ensures software testing and QA best practices are built and followed.
Responsibilities
Assist in creating an overall IT quality strategic roadmap and approach to quality assurance that will ensure required performance and functionality of HVCU’s technology and applications.
Assist in the creation of end-to-end test strategies for testing of major platform and application deployments, upgrades, and maintenance. Follow best practices for quality assurance processes and perform them in a timely and efficient manner.
Create quality assurance and testing standards to be adhered to by all HVCU staff. Educate and guide business users on the importance of quality assurance/testing and their practices.
- Design, develop and maintain automation for validating data to ensure data quality and consistency.
- Lead quality assurance plans to support system integrations, conversions and migrations.
Partner with HVCU’s Project Management Office in the creation of quality assurance and activities in project plans.
Provide oversight, guidance and management to quality assurance 3rd parties providing services to HVCU to achieve assurance goals in a cost effective manner.
Increase team capacity through the use of automated solutions to enable speed and agility in meeting business needs.
Develop control processes and scorecards to monitor data and reporting issues to produce QA test result reports, in an effort to drive and coordinate issue resolution with responsible parties.
Ensure solutions within the environment follow established guidelines, policies, and technical frameworks.
Act as a liaison and collaborate with business clients, technology personnel, and support providers to track and implement business requirements, drive efficient and effective discussions regarding QA best practices and implement strategies throughout the life cycle of projects or process improvements.
Keep current with technology trends, solutions, and vendors.
Perform other job-related duties as necessary.
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
- Bachelor’s Degree in IT/Computer Science or related field is required.
- Minimum 8 years experience creating and executing the testing of plans and strategies.
- Minimum 5 years technology experience is required.
- Work history in a Credit Union or financial institution is preferred.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in IT/Computer Science or related field is required.
- Minimum 8 years experience creating and executing the testing of plans and strategies.
- Minimum 5 years technology experience is required.
- Work history in a Credit Union or financial institution is preferred.
Click here to view full job description
Assist in creating an overall IT quality strategic roadmap and approach to quality assurance that will ensure required performance and functionality of HVCU’s technology and applications.
Assist in the creation of end-to-end test strategies for testing of major platform and application deployments, upgrades, and maintenance. Follow best practices for quality assurance processes and perform them in a timely and efficient manner.
Create quality assurance and testing standards to be adhered to by all HVCU staff. Educate and guide business users on the importance of quality assurance/testing and their practices.
- Design, develop and maintain automation for validating data to ensure data quality and consistency.
- Lead quality assurance plans to support system integrations, conversions and migrations.
Partner with HVCU’s Project Management Office in the creation of quality assurance and activities in project plans.
Provide oversight, guidance and management to quality assurance 3rd parties providing services to HVCU to achieve assurance goals in a cost effective manner.
Increase team capacity through the use of automated solutions to enable speed and agility in meeting business needs.
Develop control processes and scorecards to monitor data and reporting issues to produce QA test result reports, in an effort to drive and coordinate issue resolution with responsible parties.
Ensure solutions within the environment follow established guidelines, policies, and technical frameworks.
Act as a liaison and collaborate with business clients, technology personnel, and support providers to track and implement business requirements, drive efficient and effective discussions regarding QA best practices and implement strategies throughout the life cycle of projects or process improvements.
Keep current with technology trends, solutions, and vendors.
Perform other job-related duties as necessary.
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
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Hopewell Junction, NY 12533
- 11/17/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $26.43 - $34.93 Hourly Job Shift: Days/Eves Job Category: Health Care DescriptionPosition Summary The LPN is responsible to provide direct nursing care to the residents and to supervise the day-to-day nursing activities performed by nursing assistants. Such supervision must be in accordance with current federal, state, and local standards, guidelines, and regulations that govern Woodland Pond, and as may be required by the Director of Nursing Services, Unit Manager and Charge Nurse to ensure that the highest degree of quality care is maintained at all times ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative functions: Notifies the RN on-call, Director of Nursing, and Administrator on call as required (*CF) Participates actively with IDT and follows-through on actions determined by the Team Serves as a resident advocate and ensures resident rights are maintained (*CF) Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities (*CF) Ensures consistency between both floors in nursing care (*CF) Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports (*CF) Promotes mission and values of Woodland Pond at New Paltz (*CF) Serves as a leader and resource for nursing staff (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Provides medications and treatments as assigned (*CF) Assists with resident cares as needed (*CF) Documents according to policies (*CF) Care Plan, Kardex, MDS: Ensures accuracy of each Effectively communicates the plan of care Ensures that resident care plan is followed Communication: Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. Uses communication to enhance quality of resident care and staff working environment Personnel/Staff Development: Responsible for employee praise and discipline as necessary Actively participates with staff education Promotes an environment of learning Conducts routine staff audits to ensure care is being delivered per care plan and medical staff orders Ensures work consistency among staff Promotes a positive, friendly work environment Equipment and Supplies: Ensures appropriate equipment and supplies are available and monitors that supplies are utilized appropriately to avoid waste (*CF) Quality Assurance: Constantly strives to enhance the resident and staff experience Follows Woodland Pond policies and procedures, including HIPAA Immediately reports unusual problem/accident/incident regarding resident care to RN (*CF) Safety/Infection Control: Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Staffing Coverage: Assists with staffing and finding coverage for call-ins (*CF) Other Specific Requirements: Must have patience, tact, a cheerful disposition, and be enthusiastic (*CF) Must work harmoniously with others (*CF) Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions (*CF) Able to plan, organize, develop, implement, and interpret the programs, goals, objectives policies and procedures necessary to provide quality care (*CF) Promotes teamwork and collaboration among Woodland Pond staff members (*CF) Ongoing Education: Encouraged to pursue ongoing education Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIESMaintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of dutiesWilling to learn and growDemonstrates maturity in judgment and behaviorsAble to work a flexible schedule Maintains predictable and reliable attendanceQualificationsLPN graduate of an accredited school of nursing One year of long term care nursing preferredHolds a current, unencumbered LPN 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 population
- Full Time
- Immediately
- New Paltz, NY 12561
- 11/17/25
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 Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $26.43 - $34.93 Hourly Job Shift: Days/Eves Job Category: Health Care DescriptionPosition Summary The LPN is responsible to provide direct nursing care to the residents and to supervise the day-to-day nursing activities performed by nursing assistants. Such supervision must be in accordance with current federal, state, and local standards, guidelines, and regulations that govern Woodland Pond, and as may be required by the Director of Nursing Services, Unit Manager and Charge Nurse to ensure that the highest degree of quality care is maintained at all times ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative functions: Notifies the RN on-call, Director of Nursing, and Administrator on call as required (*CF) Participates actively with IDT and follows-through on actions determined by the Team Serves as a resident advocate and ensures resident rights are maintained (*CF) Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities (*CF) Ensures consistency between both floors in nursing care (*CF) Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports (*CF) Promotes mission and values of Woodland Pond at New Paltz (*CF) Serves as a leader and resource for nursing staff (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Provides medications and treatments as assigned (*CF) Assists with resident cares as needed (*CF) Documents according to policies (*CF) Care Plan, Kardex, MDS: Ensures accuracy of each Effectively communicates the plan of care Ensures that resident care plan is followed Communication: Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. Uses communication to enhance quality of resident care and staff working environment Personnel/Staff Development: Responsible for employee praise and discipline as necessary Actively participates with staff education Promotes an environment of learning Conducts routine staff audits to ensure care is being delivered per care plan and medical staff orders Ensures work consistency among staff Promotes a positive, friendly work environment Equipment and Supplies: Ensures appropriate equipment and supplies are available and monitors that supplies are utilized appropriately to avoid waste (*CF) Quality Assurance: Constantly strives to enhance the resident and staff experience Follows Woodland Pond policies and procedures, including HIPAA Immediately reports unusual problem/accident/incident regarding resident care to RN (*CF) Safety/Infection Control: Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Staffing Coverage: Assists with staffing and finding coverage for call-ins (*CF) Other Specific Requirements: Must have patience, tact, a cheerful disposition, and be enthusiastic (*CF) Must work harmoniously with others (*CF) Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions (*CF) Able to plan, organize, develop, implement, and interpret the programs, goals, objectives policies and procedures necessary to provide quality care (*CF) Promotes teamwork and collaboration among Woodland Pond staff members (*CF) Ongoing Education: Encouraged to pursue ongoing education Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIESMaintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of dutiesWilling to learn and growDemonstrates maturity in judgment and behaviorsAble to work a flexible schedule Maintains predictable and reliable attendanceQualificationsLPN graduate of an accredited school of nursing One year of long term care nursing preferredHolds a current, unencumbered LPN 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 population
- Full Time
- Immediately
- New Paltz, NY 12561
- 11/17/25
Hudson Valley Credit Union is currently recruiting for the position of Deposit Operations Specialist II. Primary Function: be proficient with all responsibilities of the Deposit Operations Specialist position. This role provides advanced level service and support, resolves complex member requests, ensures regulatory compliance, serves as the primary support mechanism for the team, and will contribute to training. The Deposit Operations Specialist II will work closely with the department leaders to support functions across the team.
Responsibilities
- Perform the completion of the daily tasks, internal and vendor reports, general ledger accounts, and notify the Supervisor of any concerns/issues for further direction.
- Lead complex transaction investigations involving escalated ATM, mobile deposit, or mail discrepancies, coordinating with internal departments and external vendors. Provide assistance to callers from Branch and Contact Center networks in alignment with Quality Assurance and CARE standards.
- Monitor work queues/documentation/emails and perform approvals within authority level to ensure timely and accurate responses.
- Participate in audits, internal reviews, and compliance testing, as needed.
- Assist with reporting and performance metrics tracking for leadership.
- Participate in projects aimed at improving the member experience and operational efficiency.
- Support new program initiatives and product rollouts, providing feedback and testing when necessary. Serve as a subject matter expert for cross functional teams and member education as needed.
- Train and mentor Specialist, providing guidance on policies, procedures, and customer service best practices. Participate as a role model for "On The Job Training" (OJT) with new employees within the department.
- Serve as back-up to the Supervisor, as needed.
- 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
- Minimum 1 year data entry or clerical experience required
- Minimum 1 year experience with a financial institution required
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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
- Minimum 1 year data entry or clerical experience required
- Minimum 1 year experience with a financial institution required
Click here to view full job description
- Perform the completion of the daily tasks, internal and vendor reports, general ledger accounts, and notify the Supervisor of any concerns/issues for further direction.
- Lead complex transaction investigations involving escalated ATM, mobile deposit, or mail discrepancies, coordinating with internal departments and external vendors. Provide assistance to callers from Branch and Contact Center networks in alignment with Quality Assurance and CARE standards.
- Monitor work queues/documentation/emails and perform approvals within authority level to ensure timely and accurate responses.
- Participate in audits, internal reviews, and compliance testing, as needed.
- Assist with reporting and performance metrics tracking for leadership.
- Participate in projects aimed at improving the member experience and operational efficiency.
- Support new program initiatives and product rollouts, providing feedback and testing when necessary. Serve as a subject matter expert for cross functional teams and member education as needed.
- Train and mentor Specialist, providing guidance on policies, procedures, and customer service best practices. Participate as a role model for "On The Job Training" (OJT) with new employees within the department.
- Serve as back-up to the Supervisor, as needed.
- 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
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Lagrangeville, NY 12540
- 11/17/25
Hudson Valley Credit Union is currently recruiting for the position of Manager Member Operations Analytics. Primary function: Lead the Member Operations Analytics team in developing and executing a data-driven strategy that supports operational efficiency and member experience. Deliver timely, actionable insights through data consolidation, reporting, advanced analytics, and dashboard management for each line of business aligned under the Member Operations department. Create clear and compelling presentations to communicate findings, trends, and recommendations.
Responsibilities
- Translate leadership reporting needs and integrate industry data analytic trends to define and deliver a business analytics strategy and roadmap. Champion and lead data consolidation, reporting, dashboard, and business analytics programs.
- Oversee the technical operations of the Member Operations analytical area including report and dashboard project management, code review, and data warehouse architecture decisions.
- Responsible for timely implementation, testing, integration and monitoring of new custom programming to support Member Operations’ initiatives.
- Work with the Director of Member Operations Administration to assist in the development and implementation of long-range strategic plans to address the evolving information processing needs of the Member Operations teams.
- Remain current in emerging data analytic trends primarily related to the financial services industry.
- Liaison with other departments across the Credit Union including IT, Banking Division, Risk, Finance, and others to ensure Member Operations’ data needs are being met.
- Develop and maintain effective and productive working relationships with Member Operations departments as well as across the other Credit Union departments. Work with the Director of Member Operations Administration, key stakeholders, and the user community to create, modify and test the Credit Union’s data visualization software.
- Ensure employees’ adherence to service guidelines and that superior service is provided at all times. Interview, hire, and develop Member Operations Analytics staff, and is responsible for quality work output of employees.
- Conduct regular meetings to provide staff with updated department and Credit Union initiatives. Evaluate and coach employees on a regular basis and provide appropriate feedback. Responsible for employee training and development. Mentor departmental staff on assignments and promote team environment.
- 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
- Bachelor’s Degree in Finance, Business Administration preferred
- Six Sigma Lean Certification preferred
- Minimum 6 Years Operations experience required
- Minimum 6 Years Leadership experience required
- Minimum 5 Years Financial Services experience required
- Minimum 4 Years Technology/Reporting experience required
- Minimum 2 Years Project Management experience required
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Finance, Business Administration preferred
- Six Sigma Lean Certification preferred
- Minimum 6 Years Operations experience required
- Minimum 6 Years Leadership experience required
- Minimum 5 Years Financial Services experience required
- Minimum 4 Years Technology/Reporting experience required
- Minimum 2 Years Project Management experience required
Click here to view full job description
- Translate leadership reporting needs and integrate industry data analytic trends to define and deliver a business analytics strategy and roadmap. Champion and lead data consolidation, reporting, dashboard, and business analytics programs.
- Oversee the technical operations of the Member Operations analytical area including report and dashboard project management, code review, and data warehouse architecture decisions.
- Responsible for timely implementation, testing, integration and monitoring of new custom programming to support Member Operations’ initiatives.
- Work with the Director of Member Operations Administration to assist in the development and implementation of long-range strategic plans to address the evolving information processing needs of the Member Operations teams.
- Remain current in emerging data analytic trends primarily related to the financial services industry.
- Liaison with other departments across the Credit Union including IT, Banking Division, Risk, Finance, and others to ensure Member Operations’ data needs are being met.
- Develop and maintain effective and productive working relationships with Member Operations departments as well as across the other Credit Union departments. Work with the Director of Member Operations Administration, key stakeholders, and the user community to create, modify and test the Credit Union’s data visualization software.
- Ensure employees’ adherence to service guidelines and that superior service is provided at all times. Interview, hire, and develop Member Operations Analytics staff, and is responsible for quality work output of employees.
- Conduct regular meetings to provide staff with updated department and Credit Union initiatives. Evaluate and coach employees on a regular basis and provide appropriate feedback. Responsible for employee training and development. Mentor departmental staff on assignments and promote team environment.
- 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
- 11/17/25
Hudson Valley Credit Union is currently recruiting for the position of Real Estate Processor II. Primary Function: experienced processor with a strong analytical ability to assess conventional and government residential mortgage applications based on a thorough knowledge of real estate lending products, automated underwriting and secondary market investor guidelines. Responsible for adherence to real estate lending compliance guidelines. Adhere to Credit Union standards for member satisfaction, service, accuracy, quality, and supports HVCU Value Proposition and Core Values.
Responsibilities
- Assist supervisor in new loan assignment, pipeline management and daily workflow prioritization.
- Initiate introductory member contact for new applications assigned, communicating mortgage process overview and outstanding documentation. Remain a key point of contact for the member from application submission through closing.
- Activates and initiates services for new residential mortgage loan applications. Performs follow-up on outstanding documents with members, appraisers, attorneys and other parties for existing residential mortgage loan applications in process.
- Generate loan documents and prepares the mortgage file for underwriting.
- Maintain enhanced knowledge of secondary market guidelines and state and federal compliance regulations.
- Review all loan information, including, but not limited to credit reports, appraisal reports, contract of sale, income and asset documentation to confirm accuracy of information in the loan origination system. Validate the findings of automated underwriting systems pursuant to Credit Union and secondary market requirements.
- Issue documents required by TRID, including re-disclosure for any change of circumstance that occurs within processing.
- Interpret computer system in order to accurately respond to member inquiries regarding their existing and pending residential mortgage loan applications.
- Responsible for reconciliation of departmental general ledger expense accounts used for mortgage closing costs and fees.
- Responsible for training processing staff on new products and changes in procedures in addition to providing training to orientate new staff.
- Monitor FHLB first time home buyer grant program process, act as liaison with Housing Counseling Agencies and FHLB. Train processing staff on FHLB first time home buyer grant program process and procedures.
- 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
- Registration with the National Mortgage Licensing System and Registry (NMLS) required after hired
- Minimum 2 Years Secondary Market mortgage processing or underwriting experience required
- Minimum 1 Year Customer service in a financial institution or retail environment experience required
- Minimum 1 Year Automated mortgage processing system experience required
- Minimum 1 Year telephone sales and service in a financial institution preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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
- Registration with the National Mortgage Licensing System and Registry (NMLS) required after hired
- Minimum 2 Years Secondary Market mortgage processing or underwriting experience required
- Minimum 1 Year Customer service in a financial institution or retail environment experience required
- Minimum 1 Year Automated mortgage processing system experience required
- Minimum 1 Year telephone sales and service in a financial institution preferred
Click here to view full job description
- Assist supervisor in new loan assignment, pipeline management and daily workflow prioritization.
- Initiate introductory member contact for new applications assigned, communicating mortgage process overview and outstanding documentation. Remain a key point of contact for the member from application submission through closing.
- Activates and initiates services for new residential mortgage loan applications. Performs follow-up on outstanding documents with members, appraisers, attorneys and other parties for existing residential mortgage loan applications in process.
- Generate loan documents and prepares the mortgage file for underwriting.
- Maintain enhanced knowledge of secondary market guidelines and state and federal compliance regulations.
- Review all loan information, including, but not limited to credit reports, appraisal reports, contract of sale, income and asset documentation to confirm accuracy of information in the loan origination system. Validate the findings of automated underwriting systems pursuant to Credit Union and secondary market requirements.
- Issue documents required by TRID, including re-disclosure for any change of circumstance that occurs within processing.
- Interpret computer system in order to accurately respond to member inquiries regarding their existing and pending residential mortgage loan applications.
- Responsible for reconciliation of departmental general ledger expense accounts used for mortgage closing costs and fees.
- Responsible for training processing staff on new products and changes in procedures in addition to providing training to orientate new staff.
- Monitor FHLB first time home buyer grant program process, act as liaison with Housing Counseling Agencies and FHLB. Train processing staff on FHLB first time home buyer grant program process and procedures.
- 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
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay stipend.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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
- Liberty, NY 12754
- 11/17/25
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: Entry Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Per Diem Salary Range: $19.35 - $21.35 Hourly Job Shift: Varied DescriptionPosition Summary The Concierge Porter is responsible for functioning as concierge and receptionist as requested and scheduled. Completes hands-on maintenance tasks as assigned ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Is9*CF) fully trained and competent in the tasks and duties of Concierge and Reception and fills in as scheduled and requested, primarily for meal periods (*CF) Presents a professional, pleasant demeanor at all times to residents and guests Completes assigned and varied basic maintenance functions Assists Maintenance staff as requested Logs on to Worxhub and complete work orders assigned. Tasks to be related to Concierge and Maintenance Responds to varied calls throughout facility during shift (lockouts, TV issues, etc) (*CF) Drafts, creates and distributes internal and external written communication as requested Completes all other related duties as assigned Completes all required training and in-services All other duties as assigned QualificationsGENERAL 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, including evenings, weekends and/or holidays Maintains predictable and reliable attendance, wearing the appropriate uniform as assigned Qualifications High school diploma, or HSE Excellent customer service and verbal communication skills Ability to read and comprehend instructions, short correspondence, and memos Demonstrated ability to function within a Windows based computer program Ability to multitask Demonstrated knowledge of appropriate skills for communicating by telephone and in person with individuals of all ages, especially the geriatric population Entry
- Immediately
- New Paltz, NY 12561
- 11/17/25
Hudson Valley Credit Union is currently recruiting for the position of IT Automation Analyst I. Primary Function: enhance the efficiency and reliability of our HVCU systems and processes through automation. Work with direct Supervisor/Manager, to help review, design, develop, implement, and support automated solutions that streamline processes and reduce manual intervention. Collaborate with cross-functional teams to identify automation opportunities and ensure that the solutions align with business objectives.
Responsibilities
- Work as part of an IT Automation team to proactively identify and develop process improvement opportunities aimed at enabling the business to achieve their objectives through the effective use of technology.
- Review, and document business processes and information workflows to identify inefficiencies and areas for improvement.
- Propose optimization solutions (including automation); identifying alignment with business requirements; making recommendations.
- Document processes change requirements using the agreed standards, methods, and tools ensuring consistent high-quality output.
- With assistance, design and implement automated solutions using industry standard technology tools such as RPA and batch automation software, ServiceNow, and workflow automation platforms.
- Document and deliver processes and systems to ensure that service levels are consistently aligned with customer experience expectations.
- Experience in designing and implementing solutions using MS Power Platform connectors.
- Experience supporting and enhancing batch processing using OpCon for efficient file and data transfers.
- Review current processes with a focus on simplification and clarity ensuring they align to current business objectives.
- Develop, edit, and validate reports, dashboards and other data exports to improve operational visibility and to support business needs.
- Create change records in compliance with change standards, as needed to support the organization.
- Perform self-assessments of key processes and/or data to ensure processes are effectively being utilized by cross functional teams.
- Prioritizing and managing own workload to deliver quality results and meet timelines while ensuring accuracy of data and information is a priority.
- Oversee the maintenance and enforcement of SDLC and ITSM processes, change management procedures, departmental standards, style requirements and all other procedures necessary for data and system integrity.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Associate’s Degree in computer science/related field preferred
- Bachelor's Degree preferred
- Minimum 2 Years of experience Proficiency in implementing solutions using MS Power Platform connectors preferred
- Minimum 4 years experience with automation tools like UiPath, or OpCon required
- Minimum 3 years proven experience in identifying, analyzing, and automating repetitive tasks required
- Minimum 3 years ability to design comprehensive automation solutions, including flowcharts and process maps preferred
- Ability to design, develop, and deploy RPA bots for process automation preferred
- Expertise in designing and configuring automation solutions preferred
- Experience in deploying automation workflows with robust error handling and logging preferred
- Certification in ITIL or other process management frameworks required
- Certification in RPA tools like UiPath or Automation Anywhere required within 12 months
- Microsoft Certified: Power Platform Fundamentals or Developer Associate preferred
- OpCon knowledge/training courses preferred
- Excel-related certifications preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Associate’s Degree in computer science/related field preferred
- Bachelor's Degree preferred
- Minimum 2 Years of experience Proficiency in implementing solutions using MS Power Platform connectors preferred
- Minimum 4 years experience with automation tools like UiPath, or OpCon required
- Minimum 3 years proven experience in identifying, analyzing, and automating repetitive tasks required
- Minimum 3 years ability to design comprehensive automation solutions, including flowcharts and process maps preferred
- Ability to design, develop, and deploy RPA bots for process automation preferred
- Expertise in designing and configuring automation solutions preferred
- Experience in deploying automation workflows with robust error handling and logging preferred
- Certification in ITIL or other process management frameworks required
- Certification in RPA tools like UiPath or Automation Anywhere required within 12 months
- Microsoft Certified: Power Platform Fundamentals or Developer Associate preferred
- OpCon knowledge/training courses preferred
- Excel-related certifications preferred
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- Work as part of an IT Automation team to proactively identify and develop process improvement opportunities aimed at enabling the business to achieve their objectives through the effective use of technology.
- Review, and document business processes and information workflows to identify inefficiencies and areas for improvement.
- Propose optimization solutions (including automation); identifying alignment with business requirements; making recommendations.
- Document processes change requirements using the agreed standards, methods, and tools ensuring consistent high-quality output.
- With assistance, design and implement automated solutions using industry standard technology tools such as RPA and batch automation software, ServiceNow, and workflow automation platforms.
- Document and deliver processes and systems to ensure that service levels are consistently aligned with customer experience expectations.
- Experience in designing and implementing solutions using MS Power Platform connectors.
- Experience supporting and enhancing batch processing using OpCon for efficient file and data transfers.
- Review current processes with a focus on simplification and clarity ensuring they align to current business objectives.
- Develop, edit, and validate reports, dashboards and other data exports to improve operational visibility and to support business needs.
- Create change records in compliance with change standards, as needed to support the organization.
- Perform self-assessments of key processes and/or data to ensure processes are effectively being utilized by cross functional teams.
- Prioritizing and managing own workload to deliver quality results and meet timelines while ensuring accuracy of data and information is a priority.
- Oversee the maintenance and enforcement of SDLC and ITSM processes, change management procedures, departmental standards, style requirements and all other procedures necessary for data and system integrity.
- 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
- 11/17/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay stipend.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- 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, 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; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Kingston, NY 12401
- 11/17/25




