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Empire Merchants North is the premier wine and spirits distributor in Upstate New York with roots going back to the end of Prohibition. With more than 600 dedicated employees and state-of-the-art facilities, Empire Merchants North has become synonymous with both service and quality and has earned the loyalty of more than 9,000 area restaurants, bars, hotels, nightclubs, and retail outlets. Empire Merchants North acts as a marketing agent for the brands that we represent and is proud to employ the most knowledgeable and well-equipped sales force in Upstate New York.
We are seeking a high energy, motivated Night Warehouse Supervisor in our Coxsackie, NY Distribution Center.
The primary duties of the Night Shift Supervisor will strive to achieve the production and
distribution objectives of the company using supervisory methods and coaching techniques. Is
responsible for warehouse training, developing warehouse personnel to ensure accurate, on
time, and damage free movement of product shipped out of the warehouse. Will help build a
team environment of well-trained employees. Employ excellent communication skills to facilitate
completion of night shift job duties. Follow and promote the accepted safety practices to
maintain a safe working environment. Emphasis will be placed on proper truck loading and
breakage and damaged product control ensuring high levels of customer satisfaction.
Position will also learn the processes and serve as a back up to the night managers in the areas
of shift production set up; understanding how to and executing on waving, label creation, job
assignment, invoicing, and other administrative tasks as needed to ensure successful night shift
work completion in the absence of the night shift Manager.
ESSENTIAL POSITION RESULTS
• Must be able to multi-task and stay on top of highly complex processes with a large
amount of data.
• Must be able to maintain composure and stay focused in times of stress.
• Must be able to recognize problems at an early stage and be able to communicate and
trouble shoot to resolve the problems.
• Must possess good communication skills to keep night management fully apprised of
situations that arise. When necessary, will need to contact technical support to resolve
system and software problems.
• Supervises warehouse union employees. Working knowledge and a thorough
understanding of the Collective Bargaining Unit Contract is required.
• Expected to provide staff coaching for improvement as well as praise for a job well done.
• Works with all hourly employees to insure the accurate picking of orders and proper
loading of trucks.
• Must have knowledge of SAP, Lucas, and all warehouse management systems.
• Maintains a safe and clean working environment by complying with procedures, rules,
and regulations
SUPERVISORY RESPONSIBILITIES
Supervises members of the night warehouse team. Works closely with Management to direct the
workflow in an efficient and professional manner. Is responsible for providing effective
leadership while fostering a positive team environment and providing overall direction,
coordination, and evaluation of the department. Performs supervisory responsibilities in
accordance with the organization's policies and applicable laws. Responsibilities include but are
not limited to training employees; planning, assigning, and directing work; recognizing,
rewarding, and coaching; addressing complaints, and resolving problems.
COMPENSATION & BENEFITS
Empire Merchants North offers a competitive compensation package including:
• Paid Holidays, Health Plan options (medical, dental, life insurance, and other voluntary plans), Flexible Spending Account, 401K, PTO, vacation accrual, and more.
• Hourly Rate $28.85 per hour / Full time / Monday - Thursday
• The company will evaluate a specific candidate's education, skills and experience when making an offer
QUALIFICATIONS
Education, Certifications and/or licenses
EXPERIENCE:
-High School Diploma or equivalent, college preferred.
-At least 3 - 5 years related experience and/or training; or equivalent combination of
education and experience
KNOWLEDGE/SKILLS:
-Proficient PC skills using MS Office and other various computer systems.
-Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals.
-Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers,
common fractions, and decimals.
-Must be a results oriented professional with excellent verbal and written communication
skills using diplomacy and discretion as well as strong customer service skills.
-Ability to multi-task, work independently and/or within a team, pays attention to detail and
meets deadlines.
TRAVEL REQUIREMENTS
None
Applicants only, No Recruiters please.
Empire Merchants North is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, sexual orientation, gender identity, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Empire Merchants North will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (800) 724-3960.
- Full Time
- Immediately
- 28.85 Hour
- 16 Houghtaling Road, W Coxsackie, NY 12192
- 5/1/24
Overview
Program:
Family Home Health Care
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
- Provides assistance, guidance and direction to visitors, participants, and staff.
- Provides fast, accurate and courteous telephone service, and directs all persons who require information and assistance.
- Assist with coordination and scheduling of appointments.
- Maintains required records and statistics as directed.
- Receives deliveries, notifies appropriate personnel, arranges for delivery of items to residents and appropriate personnel.
- Assists with ordering of supplies and maintaining inventory.
- Maintains a friendly working atmosphere and professional attitude.
Hourly Rate: $17.94 - $18.97
Qualifications
Qualifications:
- 1 year of customer service experience
Education:
- High School Diploma/GED
- Full Time
- Immediately
- Tarrytown, NY 10591
- 5/22/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Business Relationship Manager?
A Business Relationship Manager (BRM) is a person who works strategically with business units to ensure that the supporting technology portfolio and business requirements are aligned and prioritized to meet the business unit’s objectives. A BRM, through collaborative relationships with the business units of the company, will act as the primary liaison between the business and the Technology organization, focusing on understanding the business needs and objectives, building strong relationships, managing and prioritizing demand, and ensuring that technology solutions and services align with and support those goals. The BRM provides ongoing consultive support to business areas on technology best-practices to develop solutions to business challenges, maximize the value of the company’s application portfolio, and drive continuous process improvement.
This resource is part of a new team of BRMs who support various lines of business within the company. BRMs will be assigned to the following specific areas of expertise – Electric & Gas Operations and Engineering, Customer Experience and Customer Services, Utility Work and Asset Management, and ERP/Finance. Job responsibilities may evolve over time.
What does a Business Relationship Manager do?
The Business Relationship Manager is responsible for the following:
- Acts as primary point of contact for assigned business units to establish trust, foster strong partnerships, and manage expectations.
- Develops a full understanding of core business processes, supporting solutions and technologies.
- Provides ongoing strategic consulting support and guidance to the Business Areas on best-practice, efficient, and effective use of technology to support business processes.
- Responsible for compiling requirements definition, Benefit Cost Analysis, estimating, and monitoring of benefits realization.
- Ensures adherence of business requests through the Technology intake process and evangelizes the importance of governance to business stakeholders.
- Proactively identifies areas of opportunity to apply existing technologies for new business demand, process improvement, and cost efficiencies.
- Complements the Application Support, Infrastructure & Operations and Project Management teams who have tactical and operational project responsibilities.
- Anticipates and plans for future technology needs and demands based on business growth and changes.
- Maintains comprehensive documentation of business requirements, project plans, and status reports to ensure transparency and accountability.
- Supports the escalation of risks, issues, actions, & decisions within the portfolio to ensure on-time / on-budget / in-scope project delivery.
- Leads efforts to resolve complex issues or challenges related to IT services within assigned business area(s) working to ensure minimal disruption to business operations.
- Promotes innovation and adoption of new technologies that can provide competitive advantages and operational efficiencies
- Understands the business perspective and takes necessary action to integrate business requirements into Technology processes and solutions, based upon the overall strategic direction of the Company
- May lead change management or training initiatives to ensure smooth adoption and implementation of new technologies and processes.
- Provides support for storm restoration efforts
What does it take to be a Business Relationship Manager?
Required:
- Bachelor’s Degree in Information Systems, Business, Engineering or a related field and relevant IT, business or utility industry experience. In lieu of a bachelor’s degree, an associate’s degree in the aforementioned fields and 3 years of relevant IT, business or utility industry experience or a high school diploma or equivalency degree and 5 years of relevant IT, business or utility industry experience
- Strong financial acumen
- Ability to partner and effectively engage with individuals at all levels of the organization, to drive consensus and alignment with empathy.
- Exceptional written and verbal communication skills
- Highly organized, detail oriented, able to work with minimal direction, able to handle multiple and shifting priorities, and have a passion for learning, value, service, and quality
- Ability to analyze complex business problems & synthesize a large variety of information to yield actionable decisions & recommendations
- Familiarity with IT concepts and technology trends
- Excellent presentation skills and be comfortable working in a collaborative, high performing team environment
- Valid driver’s license
Preferred:
- Experience in the energy & utilities industry
- Certified Business Relationship Manager (CBRM) or ITIL certification
- 3 years of business analysis experience, e.g. developing business use cases, business requirements, process documentation, process flow and data flow diagrams, user acceptance test plans, etc.
- 3 years of experience leading, developing and executing strategic plans and/or project portfolios
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience. Pay range: $51,400 – $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/3/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Senior Transmission Operator?
A Senior Transmission Operator (STO) provides management oversight of all aspects of the Company’s electric and natural gas transmission and distribution networks. A Senior Transmission Operator works on a rotating shift schedule and provides all aspects of supervision duties directly to the Engineering Group Operators and indirectly to the Customer Services Group Control Center Dispatchers, Call Center employees, and all field forces on-duty.
What does a Senior Transmission Operator do?
- Using independent judgment, supervises personnel engaged in the 24x7 operation of the electric and gas transmission systems and personnel engaged in the dispatch function in the Control Center and Contact Center after-hours including the approval or denial of requests for vacation, shift changes, personal/sick time, and other routine personnel matters. STOs also manage the progressive discipline process of direct reports up to and including suspension and/or discharge if necessary.
- Maintains the Operator shift schedules in tandem with the Director – Distribution System Operations to ensure all shifts are adequately staffed; reviews and approves all direct reports’ timesheets and performs monthly timesheet audits.
- Performs training responsibilities for each assigned Operator; ensures that Operators are progressing to and maintaining full qualification, proficiency, and certification; provides periodic constructive feedback and monitors corrective actions
- Develops and maintains a thorough understanding of Operator requirements and expectations and ensures Operators strive to meet or exceed them
- Maintains proficiency with all FERC Standards of Conduct requirements and NERC Electric Reliability Standard requirements for all company registrations; maintains NERC Transmission Operator and DOT Operator Qualification certifications.
- Possesses a thorough understanding of the Electric and Gas Outage Coordination function including reliability assessments for real-time and contingency analysis; preparation, review, approval, and scheduling of all Transmission Switching and Valving Orders; develops real-time daily operating plans
- Possesses the ability to independently operate the electric and gas transmission systems, and takes an active leadership role during storm restoration and other emergency response activities
- Participates in the NYISO System Operations Advisory Subcommittee (SOAS) and the Restoration Working Group (RWG)
- Actively participates in operating meetings to promote a positive, engaged, results-driven work environment, and ensures teamwork and collaboration
- Continuously seeks out new process improvements/methods to improve operational performance and productivity
- Performs operating experience and human performance investigations
- Participates in the hiring process to fill positions
What does it take to be a Senior Transmission Operator?
Required:
- Associate’s degree in Engineering, Mechanical Science, or other technology related field with 1+ year of experience in control room operations, gas/electric utility experience, system protection, military technical or nuclear training. In lieu of an associate’s degree, candidates with a high school diploma or equivalency degree and 3+ years of experience in the areas listed above will be considered
- Must be willing and available to work rotating shifts and successfully complete a personal risk assessment
- Must be able to achieve DOT Gas Operator Qualification in tasks 59, 60 & 70 within 3 months from hire date
- Must be able to achieve NERC Transmission Operator certification within 9 months from hire date and complete the System Operator Training Program within 12 months from hire date
- Proficiency with computers and computer applications (e.g. Microsoft Office, EMS/SCADA, Transmission Outage application, etc.)
- Strong interpersonal, planning, organizational, verbal and written communication skills with high attention to detail
- Ability to prioritize tasks and perform duties effectively under emergency and contingency situations
- Valid driver’s license
Preferred:
- Experience in electric or gas system operations practices, understanding of power system dynamics and/or transmission system operations
- NERC Transmission Operator certification and DOT Gas Operator qualification in tasks 59, 60, & 70
- 1+ years of supervisory experience
Applications will be accepted until June 7, 2024.
Pay range: $109,200 – $163,800
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/4/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Project Manager?
A Project Manager reports to the Director of Project Management and leverages best practices and Central Hudson’s methodology to deliver moderate to large scale infrastructure projects within scope, schedule, and cost criteria. This position partners with key stakeholders to plan and manage cross-functional teams to a clearly defined set of common goals. Project Managers play a significant role in obtaining jurisdictional project permits, allowing construction to commence on a timeframe consistent with Company budget plans.
What does a Project Manager do?
- Manages large-scale electric, gas and/or building infrastructure projects assigned to the Project Management Office (PMO)
- Coordinates project team members including customers, consultants, engineers and the environmental, real property, corporate communications, and construction departments
- Responsible for overall project success including project planning and scheduling, creating budgets, cash flow schedules and projections, cost monitoring, and change management
- Responsible for both written and presentation reporting including key performance indicators
- Leads project permitting, risk assessments, quality control, meetings, etc.
- Develops contractor and vendor work scopes and requests-for-proposals
- Assists engineers in materials and vendor procurement
- Contributes to overall program and portfolio management
- Promotes project management best practices throughout the organization, and provides support services for other project teams in accordance with the project management office mission
- Completes special projects and assignments as assigned including process improvement initiatives
- Provides support during storm restoration efforts
What does it take to be a Project Manager?
Required:
- Bachelor’s degree in project management, construction management, engineering or a related field. In lieu of a bachelors degree, an associates degree in project management, construction management, engineering or a related field and 3 years of work experience in utilities, construction management or a related field
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Experience leading project teams for small, medium and large projects
- Excellent verbal/written communication, organization, and leadership skills
- Valid driver’s license
Preferred:
- Proficiency with Microsoft Project
- Experience in CPM Gantt chart scheduling
- Experience mentoring Project Managers and others acting in a project manager role for projects not directly managed through the PMO
Applications will be accepted until June 05, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $89,100 - $187,600
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/2/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Benefits Administrator?
This role coordinates the administration and monitors providers’ performance of corporate benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits.
What does a Benefits Administrator do?
- Oversees the administration of all benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits
- Handles all benefit inquiries and advises employees and retirees on eligibility, provisions, and other matters related to all benefit plans
- Serves as contact for insurance vendors and third-party administrators and manages vendor payments as necessary
- Possesses a superior technical knowledge of the different benefit plans offered, plan documents, and summary plan descriptions
- Conducts employee meetings and seminars.
- Develops yearly benefits communication materials
- Ensures that company benefit plans are compliant with federal and state regulations
- Conducts budgeting and financial analysis of employee benefit programs
- Monitors the high-cost claim, target program claim areas
- Ensures adequate estimates, forecasts, and calculation of expenditures in benefits for budget planning
- Investigates new benefits programs, improve existing programs, analyzes the financial impact of potential modifications, and develops recommendations
- Prepares, reviews, and obtains necessary documentation for qualified plans’ IRS and ERISA-mandated submissions
- Supports storm/emergency restoration efforts
What does it take to be a Benefits Administrator?
Required
- Bachelor’s degree in Business Management, Human Resource Management or a related field of study and 2 years of human resources experience. In lieu of a bachelor’s degree, an associate’s degree in Business Management, Human Resource Management or a related field of study and 5 years of human resources experience. Candidates with a high school diploma or equivalency degree and at least 7 years of human resources experience will be considered
- Must have strong customer service skills
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly.
- Must have strong analytical and organizational skills, as well as an ability to exercise good business judgment
- Excellent written, verbal, and interpersonal communication skills
- A valid driver’s license
Preferred
- Experience with HRIS software and various web-based platforms
Applications will be accepted until June 13, 2024
Pay Range:$78,900-$110,400
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/30/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is an Operational Technology Cybersecurity Analyst?
The Operational Technology cybersecurity team provides technical and application support for internal cyber security solutions including systems used to identify and monitor potential cyber security threats. OT Cybersecurity Analysts support all facets of Central Hudson’s Critical Infrastructure Protection Program including the assessment of existing systems and potential vulnerabilities as well as the configuration of tools used to manage potential vulnerabilities. OT Cybersecurity Analysts work closely with internal groups as well as vendors to ensure the availability of resources and protection of information. Responsibilities may change as the needs of the department evolve.
What does an Operational Technology Cybersecurity Analyst do?
Responsibilities include but are not limited to:
- Configuration, testing, analysis, and support for all cybersecurity resources utilized to protect data and information and all assessments and testing of existing security controls
- Performs tasks and procedures to support NERC/CIP program
- Supports identity and access management and vulnerability management systems
- Performs vulnerability scans, creating remediation action plans and driving those plans to completion
- Active vulnerability assessments, security assessments and system patching
- Develops and executes cybersecurity awareness campaigns and cybersecurity risk assessments
- Conducts annual penetration testing and incident response tabletop exercises
- In the event of an actual cyber security incident, supports the response including investigation, documentation, and remediation
- Performs other duties as assigned to support the organization’s Cybersecurity mission.
- Supports storm/emergency restoration efforts
What does it take to be an Operational Technology Cybersecurity Analyst?
Required:
- Bachelor’s degree in Computer Science, Management Information Systems, Information Technology, Cybersecurity, or a STEM field. In lieu of a bachelor’s degree, an associate’s degree (in the aforementioned fields) and at least 3 years of relevant experience or a high school diploma or equivalency and at least 5 years of relevant experience will be considered
- Excellent verbal and written communication skills including the demonstrated ability to write clear and concise technical documentation and policy
- Strong interpersonal skills and the ability to work with internal customers in an interactive team environment
- Strong organizational, analytic, troubleshooting, problem solving, and decision-making skills
- Working knowledge of Windows and Linux Operating Systems
- Working knowledge of Firewalls, Switches, Antivirus solutions
- Working knowledge of system hardening and cyber security best practices
- Working knowledge of knowledge of Microsoft product suite (Excel, Visio, PowerPoint, etc.)
- Ability to multitask, pay close attention to detail, and adapt to a variety of support environments and assignments as priorities may change with little notice
- Valid driver’s license
Preferred:
- Experience with Industrial Defender, Symantec End Point Protection, KIWI Syslog, etc.
- In depth knowledge of National Institute of Standards and Technology (NIST) Cybersecurity Framework and 20 Critical Security Controls, NERC Critical Infrastructure Protection (NERC CIP)
- Experience in energy and utilities or services industry or a regulated or co-sourced environment
- Strong knowledge of computer systems, information security software and hardware components, network systems, databases, and information security safeguards
- Programming and scripting experience
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience. Pay range: $69,800 – $163,800
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/31/24
Job Title: Customer Service Representative (Temporary to Permanent)
Location: Highland Mills, NY
Work Schedule: Monday to Friday, 8:00 am - 5:00 pm
Pay Range: $18-$20 per hour
Bilingual Requirement: Fluent in Spanish (Required)
Preferred Experience: Insurance Industry
Are you a customer-focused individual with excellent communication skills? We are currently seeking a Customer Service Representative for a temporary-to-permanent position to join our dynamic team. If you thrive in a fast-paced environment, have a passion for providing exceptional customer service, and are bilingual in Spanish, we want to hear from you!
Customer Service Representative Qualifications:
- Bilingual proficiency in English and Spanish (Required).
- Previous customer service experience is a plus.
- Insurance industry experience is preferred.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Ability to adapt and thrive in a fast-paced environment.
Benefits:
- Competitive hourly wage ($18-$20 per hour).
- Opportunity for permanent placement.
- Professional development and growth opportunities.
Customer Service Representative Responsibilities:
- Assist with general administrative tasks.
- Provide excellent customer service to current and potential clients.
- Respond to inquiries and resolve customer concerns in a timely and efficient manner.
- Collaborate with team members to ensure a positive customer experience.
If you are a dedicated individual who enjoys helping others and is ready to take the next step in your career, apply now.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $18-$20 Hour
- Highland Mills, NY 10930
- 6/3/24
Ethan Allen Workforce Solutions is looking for an Administrative Assistant to join our client's team in Poughkeepsie, NY to handle the day-to-day activities to help the office run smoothly and support upper management. You will wear several hats in this role and must be able to switch between your duties seamlessly.
Key job requirements are as follows:
- A minimum of an Associate's Degree; Bachelor's Degree preferred
- 3 years of Administrative Assistant experience
- 1 year or QuickBooks experience
- Strong organizational and problem-solving skills
- Top-notch customer service
The Administrative Assistant will be responsible for:
- Assisting guests and customers in-person and over the phone
- Daily use of QuickBooks and Excel and maintaining various spreadsheets to track information requests and data
- Daily bookkeeping, including accounts payable and accounts receivable
- Providing support to management and other departments by maintaining spreadsheets and other administrative duties as needed
This is a temp-perm, full-time position paying $20-$25 per hour. Your typical work schedule will be Monday-Friday, 8am-5pm. Our client is looking for a real people person as this position has aspects of customer service, so you should enjoy spending your day talking with and helping others.
Qualified candidates are encouraged to submit a resume and apply for immediate consideration!
Why choose Ethan Allen Workforce Solutions? We make the job search easier for you! Because we have multiple open positions at our fingertips that we are looking to fill, by applying with us, we have streamlined the application process for you. That means job seekers don’t have to spend as much time searching for open positions and sending resumes.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $20-$25 Hour
- Poughkeepsie, NY 12601
- 6/3/24
Job Title: Bilingual Administrative Assistant
Location: Harriman, NY
Hours: 9:00 AM - 5:30 PM, Monday - Friday
Compensation: $25 - $29 per hour
Employment Type: Temp-to-Hire
Benefits: 401(k), Health Insurance, Paid Vacation Days, Sick Days, and Holidays
About the Role:
We are seeking a highly organized and detail-oriented Bilingual Administrative Assistant to join our dynamic production team in Harriman, NY. The ideal candidate will be fluent in both English and Spanish and possess advanced Excel skills. This role is crucial in supporting our production processes and ensuring smooth operations.
Bilingual Administrative Assistant Responsibilities:
- Data Management: Update and maintain accurate data records.
- Production Tracking: Monitor and track the production process to ensure efficiency and timeliness.
- Reporting: Run and generate detailed reports as required.
- Inventory Management: Monitor and maintain inventory levels to support production needs.
Bilingual Administrative Assistant Qualifications:
- Language Skills: Fluency in English and Spanish.
- Technical Skills: Advanced proficiency in Microsoft Excel.
- Experience: Previous experience in an administrative role within a production environment is preferred.
- Attention to Detail: Strong organizational skills with an eye for detail.
- Communication: Excellent verbal and written communication skills.
Benefits:
- Competitive hourly rate of $25 - $29
- Comprehensive health insurance coverage
- 401(k) retirement plan
- Generous paid vacation days, sick days, and holidays
How to Apply:
If you are a proactive and detail-oriented individual with the required skills and experience, we invite you to apply for this exciting opportunity. Join our team and contribute to a thriving production environment where your skills and expertise will be valued and rewarded!
Why choose Ethan Allen Workforce Solutions? We make the job search easier for you! Because we have multiple open positions at our fingertips that we are looking to fill, by applying with us, we have streamlined the application process for you. That means job seekers don’t have to spend as much time searching for open positions and sending resumes.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$29 Hour
- Harriman, NY 10926
- 6/3/24
Join Our Team as a Medical Receptionist in Poughkeepsie, NY!
Are you an experienced medical administrative professional looking for a rewarding opportunity? We are seeking a skilled Medical Receptionist to join our team in Poughkeepsie, NY. This is a temporary-to-permanent position offering competitive pay rates of $18-$19 per hour.
Position: Medical Receptionist
Location: Poughkeepsie, NY
Employment Type: Temp to Perm
Hours: Monday - Friday, 8:45 AM - 5:00 PM
Salary: $18-$19 per hour
Medical Receptionist Qualifications:
- Minimum of two years of medical administrative experience required
- Proficiency in medical office procedures and terminology
- Strong communication and interpersonal skills
- Excellent organizational abilities and attention to detail
- Ability to multitask and prioritize responsibilities effectively
- Experience with electronic health records (EHR) systems preferred
Medical Receptionist Responsibilities:
- Greet patients and visitors in a friendly and professional manner
- Answer phone calls, schedule appointments, and assist with patient inquiries
- Verify patient information and insurance coverage accurately
- Collect co-pays and payments from patients, and process billing as needed
- Maintain patient records and ensure confidentiality of sensitive information
- Assist with administrative tasks such as filing, faxing, and data entry
- Collaborate with healthcare providers and staff to ensure efficient operations of the front desk
If you meet the qualifications and are ready to join a dynamic healthcare team in Poughkeepsie, NY, apply now!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $18- $19 Hour
- Poughkeepsie, NY 12601
- 6/3/24
Human Resources Generalist
On-site, Poughkeepsie, New York
Overview:
The Human Resources Generalist provides clients with product offerings in a consultative fashion while also ensuring overall client satisfaction with products and services provided by NYS Certified PEO. Serves as a Subject Matter Expert (SME) with small to mid-size clients with HR business needs. Maintains ongoing relationship with client contacts and acts as the primary point of contact for Professional Employer Organization (PEO). Works collaboratively with internal partners to provide clients with effective resources for HR compliance requirements andassist in enhancing employee culture and relations. This role will be responsible to assist in providing guidance to clients in relation to Federal and State (NY) HR/Employment Law in conjunction with the Director of Human Resources. The goal of the HR Generalist and department is to empower and educate clients in the myriad of HR issues facing small to moderate sized businesses.
Human Resources Generalist Qualifications:
- Bachelor's Degree or relevant experience (5+ years) in a HR Generalist or managerial capacity with Employee Relations experience and varied industry understanding.
- Ability to work onsite Monday thru Friday in Poughkeepsie.
- Exceptional attention to detail with strong communication acumen; written and verbal.
- Motivation to develop skills to keep pace with changing landscape of HR.
- Capacity to commute locally, during normal working hours, up to 25% of the time
Human Resources Generalist Responsibilities:
- Services clients and provides consultative guidance to ensure appropriate resolution of client issues. Partners and collaborates with internal departments/subject matter experts in delivering actionable responses or plans to client’s concerns.
- Collaborates with clients on Employee Handbooks updates for legal compliance, industry standards and clarity of benefit implementation. This includes the creation, review, and enhancement of employee handbooks utilizing relevant software.
- Provides consultative guidance and advice to clients in the areas of Performance Management, Recruiting and Retention Strategies, Compensation, Performance Development, Employee Engagement, Employee Relations, Compliance, Regulations, and Culture Enhancement.
- Responsible for ensuring shared employees are compliant with all required training/certifications.
- Communicates and interprets HR policies and procedures while providing remedies for any employee relations issue that may arise. Seeks appropriate guidance and support from Director of HR and Legal counsel as applicable.
- Maintains an awareness of HR trends and conducts training based on available resources.
- Promotes high-quality customer service to clients.
Compensation:
Benefits offered to employees include Medical, Dental, Vision, Paid Family Leave, Life Insurance, 401(k) Retirement, Holidays, Vacation and Sick days. Compensation for this position will be commensurate with experience and provide the successful candidate with extensive experience in a large number of industries.
This is an exceptional opportunity for an HR Professional that is looking to provide consultative HR expertise to business leaders throughout the Hudson Valley.
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- Poughkeepsie, NY 12601
- 6/3/24
Position: Benefits Manager
Location: Poughkeepsie, NY
Type: Temporary (No end date specified)
Pay: $30-$40 per hour
Schedule: Monday - Friday, 8:30 AM - 4:30 PM
Job Description: We are seeking an experienced and detail-oriented Benefits Manager to join our team in Poughkeepsie, NY. This is a temporary position with no specified end date, offering competitive hourly compensation.
As a Benefits Manager, you will be responsible for overseeing and managing the administration of employee benefits programs. Your primary duties will include:
- Administering health, dental, vision, and retirement plans
- Managing leave of absence programs and employee wellness initiatives
- Ensuring compliance with relevant laws and regulations
- Handling benefits-related inquiries and resolving issues
- Coordinating with insurance carriers and vendors
- Conducting benefits orientations and providing ongoing education to employees
Benefits Manager Requirements:
- Minimum of 5 years of experience in benefits administration
- Proficiency with benefits management systems; experience with Paylocity is a plus
- Strong knowledge of benefits laws and regulations
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational abilities
- Ability to handle sensitive and confidential information with discretion
If you have a proven track record in benefits administration and are ready to take on a key role within our organization, we encourage you to apply. Your expertise will help us provide exceptional support to our employees and ensure the smooth operation of our benefits programs.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $30-$40 Hour
- Poughkeepsie, NY 12601
- 6/3/24
We are looking for compassionate caring professionals to work in a skilled nursing facility!
Ethan Allen Workforce Solutions is seeking experienced CNAs for our client located in Highland, NY. The selected candidate will train with Medication Administration, First Aid, and CPR, according to program requirements.
Weekends only! All shifts currently available. NO MANDATION, and no holidays required. Pay rate is $23.00 per hour.
Job duties include:
- Assisting with personal care
- Assisting with daily activities for consumers living in the group homes
- Organizing and maintaining confidential files and information
- Interpreting and communicating consumers’ concerns and needs
The most successful CNA will have excellent time management and customer service skills, flexibility, patience, resiliency, and a genuine desire to serve the geriatric population. Must have 6 months experience in a nursing home.
You must have certificate and HS diploma.
Please apply for consideration!
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time, Part Time
- Immediately
- $23 Hour
- Highland, NY 12528
- 6/3/24
Job Title: Construction Bookkeeper
Location: Salt Point, NY
Type: Temporary to Permanent
Salary: $25 - $30 per hour
Schedule: Monday - Friday, 8:00 am - 4:30 pm
Are you a detail-oriented individual with a knack for numbers and a passion for the construction industry? We are seeking a Construction Bookkeeper to join our team in Salt Point, NY. This is an excellent opportunity for someone with experience in both QuickBooks and construction to showcase their skills in a dynamic and growing environment.
Construction Bookkeeper Requirements:
- Previous experience as a bookkeeper, preferably in the construction industry
- Proficiency in QuickBooks and Microsoft Excel
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Knowledge of construction terminology and processes is highly desirable
Construction Bookkeeper Responsibilities:
- Manage all aspects of accounts payable and receivable
- Process payroll accurately and efficiently
- Maintain organized financial records for multiple construction projects
- Reconcile bank statements and credit card transactions
- Assist with budgeting and financial forecasting
- Generate reports for management as needed
- Ensure compliance with all accounting standards and regulations
If you are a self-motivated individual with a passion for numbers and a desire to grow in the construction industry, we want to hear from you! This is a temporary-to-permanent position with competitive hourly pay and the opportunity for advancement. Apply today!
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
Ethan Allen Workforce Solutions are Equal Opportunity Employers
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$30 Hour
- Poughkeepsie, NY 12601
- 6/3/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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
- Pleasant Valley, NY 12569
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 5. 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. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.
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 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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 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
- Poughkeepsie, NY 12603
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate Float Region 4. 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. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs.
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 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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 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
- Poughkeepsie, NY 12603
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Sr Auditor. Primary Function: Perform operational, financial and compliance audits of Credit Union operations according to the annual audit plan; and review, ensuring adequacy of internal controls, compliance to government regulations, adherence to Credit Union policies and procedures, DFS and NCUA requirements, in accordance with IIA standards. Provide consulting services to Credit Union management to add value to Credit Union operations.
Responsibilities
- Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
- Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
- Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
- Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
- Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
- Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
- Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
- Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
- Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
- Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
- In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
- Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries 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
- Bachelor’s Degree Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
- Professional certification (CPA, CIA, CBA) preferred
- Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
- Professional certification (CPA, CIA, CBA) preferred
- Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
- Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
- Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
- Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
- Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
- Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
- Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
- Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
- Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
- Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
- In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
- Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries 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
- 6/6/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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
- Carmel, NY 10512
- 6/3/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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
- Poughkeepsie, NY 12603
- 5/21/24
Hudson Valley Credit Union is currently recruiting for the position of Universal Branch Associate. 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; 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?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- 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
- Rhinebeck, NY 12572
- 5/13/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Loan Officer. Primary Function: counsel prospective commercial loan applicants regarding the specific commercial loan programs that are appropriate for their financial circumstances and assist them in completing the process of obtaining a commercial loan in accordance with Credit Union and regulatory guidelines. Covers Putnam, Westchester & Rockland territories. Position is commission eligible.
Responsibilities
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- 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 or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
- Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- 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
- 5/3/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
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- Immediately
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