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A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
Hudson Valley Credit Union is currently recruiting for the position of Director of Commercial Lending Originations. Primary Function: Drive all loan volume and manage commercial loan officers. Responsible for designing and implementing a strategic sales plan that expands Hudson Valley Credit Union's member base and that ensures a strong presence. Anticipated Salary Range: $145,000 - $170,000
Responsibilities
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- 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 or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
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 or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
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.
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- 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
- 5/13/24
The Comptroller is responsible for analyzing and overseeing the Town of Fishkill’s accounting and budgeting functions, including a variety of routine and complex transactions, analytical, administrative, financial and technical records and to assist in preparing, reviewing and maintaining the Town’s Operating and Capital Budgets (All Funds). This position performs professional accounting and auditing services enforcing internal accounting controls and compliance with internal and external reporting requirements. The Comptroller is required to exercise considerable independent judgment in administering and managing the efficiency and effectiveness of all areas under his/her direction and control. The incumbent works under the administrative supervision of the Town Supervisor and reports to the Town Board.
TYPICAL WORK ACTIVITIES:
- Prepares and executes the annual Town Budget;
- Maintains records of appropriations, encumbrances, and expenditures, and prescribes approved methods of accounting for all units of local government;
- Certifies the availability of funds for all requisitions, contracts, purchase orders and other documents for which the municipality incurs financial obligations;
- Prescribes the form of receipts, vouchers, bills and claims otherwise prescribed by the State Comptroller;
- Supervises/manages the Finance Department staff; including training and staff development;
- Performs audits and certifies for payment all lawful claims or charges;
- Performs audits of financial records and accounts of all units of the government;
- Timely submits reports to the governing body;
- Plans short and long-term financing of capital projects; consults with financial advisor and bond counsel;
- Oversees bi-weekly payroll for union and non-union staff including Town Police Department using Paycom.
- Ensures compliance with federal, state and local tax filings;
- Has all the powers and performs all the duties conferred or imposed by law;
- Directs the annual year-end financial system closeout process ensuring all general ledger reconcilement, accruals, and various year-end adjustments and entries are accurate and complete; oversees the annual external audit.
- Prepares various financial reports or financial analysis as requested.
- Ensures timely payment of all debt/bond obligations.
- Assists with training on budget preparation and financial compliance; makes recommendations to resolve issues and improve procedures, processes and accountability related to financial matters throughout the Town’s departments.
- Performs other duties as assigned.
FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS:
Good knowledge of financing, major economic objectives and policies; good knowledge of budget preparation and financial forecasts; knowledge of the law as it pertains to towns in the State of New York; knowledge of internal auditing and process re-engineering; knowledge of insurance coverage and protection against property losses and potential liabilities; strong interpersonal skills and comfortable with interacting with all levels of Town management; and ability to supervise a staff of administrative, accounting and clerical employees.
MINIMUM REQUIREMENTS:
At least 5-10 years of accounting or auditing experience including governmental accounting experience. Bachelor degree in accounting or business administration/related field or equivalent work experience. Excellent management and supervisory skills. Excellent written and verbal skills and ability to multitask. Experience processing payroll. Experience using Paycom, Tyler Technologies(MUNIS)-Enterprise ERP and Sensus Analytics a plus.
SALARY RANGE: $100,000 - $120,000 per year depending on experience
HOW TO APPLY: Email resume to employment@fishkill-ny.gov
- Full Time
- Immediately
- 110,000 Year
- 807 Route 52, Fishkill, NY 12524
- 5/9/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 5/9/24
Hudson Valley Credit Union is currently recruiting for the position of Executive Administrative Assistant. Primary Function: Provide comprehensive, high-level administrative support to the Chief Financial Officer (CFO) and Chief Strategy Officer (CSO), ensuring their effectiveness and efficiency in their roles. Manage schedules, correspondence, and coordination of meetings and travel arrangements. Handle highly sensitive financial and strategic information with confidentiality, prioritizing tasks, and facilitating communication both internally and externally. Responsible for streamlining processes, anticipating needs, and proactively address issues to ensure operations run efficiently and executives' priorities are met.
Responsibilities
- Provide direct support to the Chief Financial Officer and Chief Strategy Officer, anticipating needs and proactively handling logistical and administrative tasks. This role further supports their teams as needed.
- Manage complex calendars by scheduling appointments, meetings, and conference calls. Prepare Executives for meetings, ensuring that they are briefed with applicable materials and information required
- Screen and prioritize communications, including emails, phone calls, and mail. Assist with redirecting members, staff, and vendors to the appropriate functional area of responsibility.
- Compile various complex reports and presentations, researching and/or working with various business units to gather information, consolidate, and prepare in final format for approval.
- Act as a liaison between Executives and internal/external stakeholders.
- Attend meetings, occasionally acting as a proxy for the Executives, take minutes, and follow up on action items.
- Maintain confidential files and records with discretion and integrity.
- Organize small and large-scale corporate events.
- Coordinate travel arrangements, including flights, accommodations, and itineraries.
- Provide back-up support to Senior Administrate Assistants and Executive Assistant and appropriate department coverage..
- 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
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed preferred; undergraduate degree cannot substitute for minimum number of years of experience
- Minimum 7 years experience as an executive assistant or similar role supporting senior executives is required.
- Office/Secretarial Certification is preferred.
- Experience in supporting financial processes, project teams, and merger and acquisitions is 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
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed preferred; undergraduate degree cannot substitute for minimum number of years of experience
- Minimum 7 years experience as an executive assistant or similar role supporting senior executives is required.
- Office/Secretarial Certification is preferred.
- Experience in supporting financial processes, project teams, and merger and acquisitions is 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.
- Provide direct support to the Chief Financial Officer and Chief Strategy Officer, anticipating needs and proactively handling logistical and administrative tasks. This role further supports their teams as needed.
- Manage complex calendars by scheduling appointments, meetings, and conference calls. Prepare Executives for meetings, ensuring that they are briefed with applicable materials and information required
- Screen and prioritize communications, including emails, phone calls, and mail. Assist with redirecting members, staff, and vendors to the appropriate functional area of responsibility.
- Compile various complex reports and presentations, researching and/or working with various business units to gather information, consolidate, and prepare in final format for approval.
- Act as a liaison between Executives and internal/external stakeholders.
- Attend meetings, occasionally acting as a proxy for the Executives, take minutes, and follow up on action items.
- Maintain confidential files and records with discretion and integrity.
- Organize small and large-scale corporate events.
- Coordinate travel arrangements, including flights, accommodations, and itineraries.
- Provide back-up support to Senior Administrate Assistants and Executive Assistant and appropriate department coverage..
- 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
- 5/7/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $36.00 - $38.00 Hourly Job Shift: Day Job Category: Facilities DescriptionResidence Turnover Technician Responsible to Position Classifications Director of Plant Operations (DPO) Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: Director of Plant Operations Is Backed Up By: Director of Plant Operations WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities, all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, vendors, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Residence Turnover Technician (RTT), a hands-on position that performs and coordinates maintenance and trade related tasks, and contracted work and supplies in vacant units, insuring readiness and timeframe adherence Performs mechanical and related work. Is responsible for and directs all mechanical work, equipment, tools, inventory, systems, and operations, as well assigned personnel under the guidance of the Director of Plant Operations ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Working with DPO and Marketing Dept. maintains “Ownership” of vacant turnover process, results, 60 day turnover timeframe Develops and maintains on-hand inventory of parts, tools, etc. to allow for efficient and effective vacant unit readiness – appliances, lighting, fixtures, etc. (*CF) Coordinates and communicates with Marketing, Finance, Administration and others to ensure effective prioritization of vacant readiness efforts Performs hands-on maintenance tasks in vacant units, independently and with others, – lighting and fixture updates and replacements, kitchen installation, bathroom renovation (*CF) Directs activities of staff assigned to work in vacant units. – Project Tech, Maint Tech, Maint Asst, etc. Effectively communicates with other departments, contractors and suppliers, through email and or other electronic means – Email, Word, Excel, Worxhub, etc. (*CF) Acts as the point of contact and control for all contractors and suppliers needed to render units ready – Flooring, painters, countertops, cabinets, etc. (*CF) Sources needed materials and equipment, purchases as approved, prepares PRFs for DPO approval (*CF) Works with DPO ensure proper due diligence in procurement of items, materials and services for vacant readiness Coordinates and is responsible for after move-in punch list items Maintains good relations with vendors, suppliers, and other departments. Is a main resource to assigned maintenance staff and supervisors for trade practices, knowledge, repair methodology and material selection Uses and operates the computerized work order system: inventory, assignment, scheduling and follow up for all mechanical items and assigned staff (*CF) Adheres to WPNP purchasing policies and procedures (*CF) Completes all required training and in-services All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Respectful of confidentially and privileged communications Willing to learn and grow, take courses, gain knowledge as needed Maintain functional knowledge and abilities through training and industry awareness, advise and encourage assigned staff of training and educational opportunities. Demonstrates maturity in judgment and behaviors Able to work a flexible schedule Maintains predictable and reliable attendance QualificationsQualifications High school diploma, or HSE Well-developed (through experience and training) proven extensive and proficient wide range relative trade practice and knowledge Good proficiency with computers, standard office software and CMMS software Comfortability and willingness communicating electronically in a workplace setting Valid NYS driver’s license Excellent customer service and verbal communication skills Ability to read and comprehend instructions, correspondence, and memos Ability to multitask and to prioritize maintenance tasks and work requests Demonstrated knowledge of appropriate skills for communicating with individuals of all ages, especially the geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/3/24
Hudson Valley Credit Union is currently recruiting for the position of Contact Ctr Spec I. Primary Function: interact with members via Contact Center delivery systems and build and enhance member relationships by identifying and recommending solutions to members' financial needs.
Responsibilities
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Minimum 1 Year Experience in a call center environment experience preferred
Remote Work Requirements
- Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
- Must have access to reliable and high speed Internet.
- Home office/ work environment should be in a quiet and professional setting.
- Must be able to commute to HQ building when necessary.
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.
- Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
- Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
- Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
- Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
- 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.
- Part Time
- Immediately
- Poughkeepsie, NY 12603
- 4/26/24
General Summary:
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit.
Essential Duties and Job Responsibilities:
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
- To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
- Perform all other duties assigned by management.
OTHER RESPONSIBILITIES
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EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: Associates Degree
Experience:
Required: Cash Handling Experience and 1 Year Customer Service Experience
Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
KNOWLEDGE, SKILLS, ABILITIES:
- Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments
- Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.
PHYSICAL DEMANDS:
-
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 21.00 - 32.00 Hour
- 42 Waller Avenue, White Plains, NY 10601
- 4/24/24