Your search resulted in 19 "CONTROLLER" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: CONTROLLER
Overview
Assist the Director of maintenance in the operation and maintenance of all mechanical and electrical equipment in the home.
Responsibilities
Supervise daily operations of the Maintenance department
Supervise all maintenance staff
Plan schedule and order materials for all projects
Maintain inventory
Responsible for weekend, holidays and vacation scheduling.
Responsible for staff training and safety in-services.
Manage computerized daily preventative maintenance programs.
Assist in daily operation(s) of safety including fire, disaster planning and drills.
Schedule inspection of all building equipment to insure proper operation. This equipment includes but is not limited to:
- Boilers and auxiliaries
- Switchboard and electrical distribution
- Pumps
- HVAC systems and controls
- Compressed air systems
- Refrigeration units and auxiliaries
- Fire Safety equipment.
Repair and maintain complex machinery and mechanical equipment in accordance with diagrams, sketches, operation manuals, and manufacturer’s specifications, using hand and power tools and precision measuring and testing instruments.
Performs carpentry, masonry, refrigeration, plumbing, electrical repairs and painting as needed.
Keeps accurate records of services performed.
Perform inspections and rounds to ensure all codes are met.
Maintains friendly working atmosphere.
Maintains professional attitude.
Maintains professional appearance
Provides assistance with residents when needed.
Comply with organizational and departmental policies and procedures
Performs other related duties as assigned.
Responds to emergencies on a 24 hour on-call basis
Salary: 65K - 70K
Qualifications
Formal technical education in engineering, facilities management or construction discipline and/or an equivalent combination of education, training and experience; significant related knowledge of 1199 SEIU; knowledge of building systems/maintenance, to include mechanical, electrical, plumbing, and structural systems and applicable building codes; environmental health and safety regulations and computerized energy management systems.
Ability to implement, monitor and organize computerized preventative maintenanceprograms; excellent human relations and communication skills necessary.
Microsoft office product knowledge
Knowledge of the use of quality improvement processes, OSHA and other applicable guidelines.
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 8/26/24
Overview
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:• Responsible for all proper functions of the maintenance fan rooms, steam rooms, air conditioning equipment, electrical distribution and fire protection equipment.• Maintains preventative maintenance schedules, cleanliness and safety of all machine rooms and equipment such as water tower, house tanks, steam absorption unit, air handling equipment filters and blowers, steam equipment, strainers, traps, regulators and pumps.• Orients and assists in the training of employees on all house and departmental policies and procedures.• Records pressure and maintenance data related to operation of heating ventilating and air conditioning equipment and maintains operations at maximum efficiency.• Analyzes, evaluates and solves inter- and intradepartmental problems; recommends solutions when necessary.• Maintains quality control and/or assures a Quality Assurance Program's effectiveness.• Insures all code and regulatory requirements are met, as appropriate.Job Type: Full TimeSalary: $25.6410 per hourQualifications
Education Requirements
• Assoc. Degree or Trade School with experienceExperience Requirements
• 4 to 7 years experience.- Full Time
- Immediately
- Rhinebeck, NY 12572
- 8/2/24
Ethan Allen’s highly sought-after client near Wappingers Falls, NY is seeking multiple Machine Operators.
If you are at least mechanically inclined, our client will provide training on how to use their machines. There is a lot of potential for growth and career development in this role.
Machine Operator Requirements:
- High school diploma or equivalency diploma
- Must be able to read and write in English
- High school level math skills
- Able to work as part of a team or independently as required
Machine Operator Job Duties:
- Responsible for the set up and breakdown of the machine and materials
- Ensures the product meets all quality control standards
- Maintain clean work area and machines
- Comply with all safety procedures and attend all scheduled safety training
- Perform other work duties as assigned
Shifts Available:
- First shift, 7am-3pm
- Second shift, 3pm-11pm
- Third shift, 11pm-7am
Pay rate is $17-$18 per hour, depending on shift and experience
If you are interested, please apply!
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
- $17.71 - $18.21 Hour
- Wappingers Falls, NY 12590
- 9/23/24
Hudson Valley Credit Union is currently recruiting for the position of Budget Analyst. Primary Function: Collaborate with key stakeholders across the organization to drive accountability and transparency in budgeting, spending, and expense monitoring.
Responsibilities
- Monitor and analyze financial information related to the budget and compile data, trends and commentary to provide financial insights and support decision-making. Collaborate with stakeholders to ensure action is taken and adjustments are made as necessary.
- Analyze financial data, trends, and performance metrics against budget targets to identify areas of opportunity and potential risks. Utilizes various financial modeling techniques to forecast future financial performance.
- Track and report capital expenditure and project related expenses to ensure the Credit Union is within the budget.
- Assist the Controller in preparation of HVCU’s budget. Maintain comprehensive documentation of budget processes, assumptions, and methodologies to ensure accuracy.
- Continuously review and enhance the budgeting process, tools, and methodologies to improve efficiency and accuracy. Implement best practices and leverage technology solutions to streamline workflows and enhance data integrity.
- Serve as administrator of the budget software system(s)
- Maintain peer-to-peer informational databases and create custom peer reports as necessary.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Associate’s Degree required
- Minimum 2 Years Accounting/Finance experience required
Click here to view the 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 required
- Minimum 2 Years Accounting/Finance experience required
Click here to view the 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.
- Monitor and analyze financial information related to the budget and compile data, trends and commentary to provide financial insights and support decision-making. Collaborate with stakeholders to ensure action is taken and adjustments are made as necessary.
- Analyze financial data, trends, and performance metrics against budget targets to identify areas of opportunity and potential risks. Utilizes various financial modeling techniques to forecast future financial performance.
- Track and report capital expenditure and project related expenses to ensure the Credit Union is within the budget.
- Assist the Controller in preparation of HVCU’s budget. Maintain comprehensive documentation of budget processes, assumptions, and methodologies to ensure accuracy.
- Continuously review and enhance the budgeting process, tools, and methodologies to improve efficiency and accuracy. Implement best practices and leverage technology solutions to streamline workflows and enhance data integrity.
- Serve as administrator of the budget software system(s)
- Maintain peer-to-peer informational databases and create custom peer reports as necessary.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 9/26/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Lending Specialist. Primary function: Provide support to Commercial Lending Operations, including preparation of department reports and maintenance of department databases and portfolio management systems; as well as the third party due diligence process. Assist with processing commercial credit requests. Provide support to internal and external member requests. Provide service support to internal and external member requests. Provide assistance for commercial loan processing and quality control functions, as needed.
Responsibilities
- Track, monitor and provide regular updates on the third party due diligence process, specifically commercial appraisal and environmental reports. To include obtaining quotes, ordering, collecting funds and processing payments for commercial appraisal and environmental reports and reviews.
- Prepare and regularly update required Commercial Lending department, management and Board reports. To include watch list, portfolio, exception, SBA, UCC expiration and various other monthly or quarterly reports.
- Coordinate the timely distribution of HVCU Business Loan Committee packages as well as preparing minutes for these meetings with minimal edits required from management. Schedule various other department meetings and take minutes for these meetings. Prepare memos and supporting documents for meetings, as needed.
- Provide support to Commercial Lending staff, including preparation of pre-closing worksheets, filing all post approval documentation for all commercial loans, tracking documents out for recording and maintaining current information for the commercial loan portfolio
- Maintain complete and accurate commercial credit files as well as assisting with gathering and providing information during exams and audits. To include maintaining and updating participation loan files and participation due diligence documents. Prepare various letters to members and follow up with Commercial Lending staff and members, as needed.
- Reconcile GL accounts and process invoices and checks received for various commercial lending functions. Ensure vendor management system is updated and maintained by collecting required due diligence information from vendors and submitting to the appropriate area/system.
- Maintain and update department procedures. To include tracking of procedure updates and changes.
- Have a general understanding of commercial loan terminology and commercial loan ratios including debt-to income ratio, debt service coverage ratio, and loan to value ratio.
- Assist with the maintenance of all commercial loans on the loan origination/servicing system, and submit service requests, as needed.
- Provide administrative support for department supplies and software. Provide backup coverage for commercial loan processing and quality control functions, as needed.
- Achieve goals assigned to the Commercial Lending Specialist as part of the assigned departments’ annual operating plan. To include suggesting and assisting with implementing process improvements to enhance member experience and increase department efficiencies.
- 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 of 2 years of commercial/business lending experience required
- Minimum of 2 years of Knowledge of database, excel and report preparation required.
Minimum 2 years of commercial loan documentation experience, in particular with appraisal and environmental reports preferred
Minimum 2 years Experience with Synergy/document imaging system preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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 of 2 years of commercial/business lending experience required
- Minimum of 2 years of Knowledge of database, excel and report preparation required.
Minimum 2 years of commercial loan documentation experience, in particular with appraisal and environmental reports preferred
Minimum 2 years Experience with Synergy/document imaging system preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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.
- Track, monitor and provide regular updates on the third party due diligence process, specifically commercial appraisal and environmental reports. To include obtaining quotes, ordering, collecting funds and processing payments for commercial appraisal and environmental reports and reviews.
- Prepare and regularly update required Commercial Lending department, management and Board reports. To include watch list, portfolio, exception, SBA, UCC expiration and various other monthly or quarterly reports.
- Coordinate the timely distribution of HVCU Business Loan Committee packages as well as preparing minutes for these meetings with minimal edits required from management. Schedule various other department meetings and take minutes for these meetings. Prepare memos and supporting documents for meetings, as needed.
- Provide support to Commercial Lending staff, including preparation of pre-closing worksheets, filing all post approval documentation for all commercial loans, tracking documents out for recording and maintaining current information for the commercial loan portfolio
- Maintain complete and accurate commercial credit files as well as assisting with gathering and providing information during exams and audits. To include maintaining and updating participation loan files and participation due diligence documents. Prepare various letters to members and follow up with Commercial Lending staff and members, as needed.
- Reconcile GL accounts and process invoices and checks received for various commercial lending functions. Ensure vendor management system is updated and maintained by collecting required due diligence information from vendors and submitting to the appropriate area/system.
- Maintain and update department procedures. To include tracking of procedure updates and changes.
- Have a general understanding of commercial loan terminology and commercial loan ratios including debt-to income ratio, debt service coverage ratio, and loan to value ratio.
- Assist with the maintenance of all commercial loans on the loan origination/servicing system, and submit service requests, as needed.
- Provide administrative support for department supplies and software. Provide backup coverage for commercial loan processing and quality control functions, as needed.
- Achieve goals assigned to the Commercial Lending Specialist as part of the assigned departments’ annual operating plan. To include suggesting and assisting with implementing process improvements to enhance member experience and increase department efficiencies.
- 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
- 9/19/24
Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
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.
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Lagrangeville, NY 12540
- 9/14/24
Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
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
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
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.
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 9/11/24
General Summary:
Performs a variety of routine accounting duties and functions with emphasis on daily and monthly workflow and meeting time deadlines. Interacts with Bank branch offices, various departments, other financial institutions and occasionally customers in gathering and providing accounting information and data. Assists the Controller and other accounting personnel in solving other issues as they arise.
Essential Duties and Job Responsibilities:
- Preparation and/or review of all general ledger balance sheet accounts and income statement accounts, and as needed
- Assisting the Controller and Accounting Staff in regulatory reporting and supporting documentation associated with regulatory filings, including the CALL report, FRB filings, and some SEC support items.
- Exception reports – Reviews daily exception reports and takes actions as necessary to correct unposted transactions and out of balance situations.
- Monitors certain general ledger account transactions and balances daily, i.e., Special Handling, Safe Deposit Control, Safe Deposit in Process, and others as deemed necessary.
- Daily Money Position – Monitors correspondent bank balances daily throughout the day. Reports daily to the Controller and/or the CFO, the amount needed to be bought or sold.
- Municipal Deposit Accounts – Prepares daily reports of municipal deposit account balances to send to safe keeper for collateral purposes and monitors for adequate collateral on each account. Prepares monthly report of all municipal deposits for distribution to Branch Administrator, Municipal Relationship Manager and CFO.
- Investments - Maintains the Bank’s investment portfolio accounting. This includes the posting of purchases, sales, payments received, and monthly accruals. Maintains and tracks the investments held in the Bank vault. Prepares monthly, a listing of all purchases/sales/calls/maturities for reporting to the Board of Directors. Updates the pledging and safekeeping records monthly and FASB 115 (portfolio pricing) quarterly. Provides, at least, monthly reconciliations of the investment portfolio, including variance analysis, and reports to the Controller and/or the CFO
- Bank Reconciliations - Prepares reconciliations of correspondent bank accounts and the Bank’s Official Check accounts. Reviews and researches outstanding items in order to clear them in a timely manner.
- Accounts Payable – Reviews vendor payments as well as personal and corporate credit card expense reports for completeness and assigns expenses to appropriate general ledger accounts, center numbers and approval processes for payment using third party accounts payable software. Serves as a backup for Accounting Specialist accounts payable function.
- Prepaid Expenses – Maintains records of prepaid expenses and monthly accruals using third party prepaid software.
- Internal Reporting/Reconciling –Prepares a monthly reconciliations of Stockholders’ Equity, CSV Life Insurance accounts, CPC Collateral Trust Notes, Accrued Expenses, Borrowings, and other accounts as deemed necessary by the Controller or CFO.
- CDARS/ICS Accounting – Enters/Verifies CDARS orders placed by the branches. Processes daily CDARS and ICS reports and reconciles general ledger accounts.
- Performs other duties, reconciliations, and analyses as needed.
OTHER RESPONSIBILITIES
- All other duties as assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: Accounting or Business-related two year Degree
Preferred: Bachelor’s degree in Accounting, Finance, or other related field.
Experience:
Required: 2-5 years of related experience
KNOWLEDGE, SKILLS, ABILITIES:
Required: Knowledge of basic office procedures including filing, scanning, business communications, etc. Ability to use a computer with Microsoft Office software and navigate the internet.
Preferred: Knowledge of accounting principles. Accounts Payable experience.
WORK ENVIRONMENT:
- Working Conditions: Office setting
- Equipment Operations:
PHYSICAL DEMANDS:
Able to lift up to 50 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
- 28.00 - 36.00 Hour
- 212 Dolson Avenue, Middletown, NY 10940
- 9/24/24
We are seeking an experienced, driven, self-starter to join our team as a Branch Supervisor in our Rhinebeck location. The individual chosen will support branch personnel, providing supervision, coaching, counseling, and assistance in addition to assisting members and potential members with their credit union needs and providing an exceptional member experience. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek.
Responsibilities include but are not limited to:
- Daily supervision and support for all branch personnel, including both the platform reps and the tellers. Assisting branch manager with timesheet processing, performance management, and branch KPI performance and reporting. Assuming the management role in the absence of the branch manager, which includes schedules, trains, and monitors the work of MSRs, answers questions, solves problems, and assisting with complex transactions. Monitoring cross-sell reports to assure sales and referral opportunities are acted upon. Assisting with the coaching and motivation of all branch personnel to assure established goals are obtained and that the Lender Development Program techniques are followed.
- Identifying and taking action to improve the department's operating methods and procedures to assure regulatory compliance while maintaining exceptional member service. Monitoring and editing employee’s time sheets and assisting the manager by providing input for performance reviews.
- Assisting members with opening and closing accounts, IRAs, certificates, and answers questions about products and services and resolves problems that are within their authority to resolve. Referring problems that are beyond their authority to the next level, along with their recommendations. Receiving and processing member financial transactions, including deposits, withdrawals, and loan payments and selling money orders and traveler’s checks to members, and transfers amounts from member accounts as directed.
- Identifying cross sell opportunities and cross sells services to members. Welcoming members and providing routine information concerning services and directing members to appropriate department for specific information and service. Cross-selling credit union products and services.
- Performing a variety of miscellaneous duties including, but not limited to file maintenance, filing, and answering the telephone. Assuring compliance when providing coverage for ATM, TCD and vault reconciliation.
Performance Measurements include:
- Assuring member service is top priority, which includes treating members and other employees professionally with courtesy and respect, supporting and abiding by the MHV Brand Standards/Guidelines and being a good team player. Is supportive of organizational plans, initiatives, and direction. Maintaining a professional work environment and businesslike appearance and presents a professional image at all times.
- Carrying out supervisory responsibilities in accordance with policies and applicable laws, responsibilities include but are not limited to employee relations, problem solving, and performance coaching. Limiting credit union vulnerability by assuring cross-training and providing management coverage in the absences of the branch manager.
- Exercises judgment, initiative, and direction regarding transactions, policies, and procedures.
- Supporting individual, branch and organizational goals by providing support, direction and encouragement to assigned staff members. Conducting monthly coaching sessions and holds staff accountable for performance.
- Demonstrating the ability to guide others to work towards common objectives, which includes developing cooperation and teamwork, demonstrating ability to delegate responsibility. Scheduling MSRs to meet member demand at a minimum cost. Developing and improving the knowledge and skills of assigned MSRs. Assisting the credit union in achieving its Strategic Goals for the year and coaching staff to do the same.
- Reviewing employee sales activity and coach regularly. Shadowing, monitoring and suggesting additional training needs to the department manager. Assisting with the setting and monitoring of monthly goals. Holding monthly sales meetings that include role playing, promotional development and goal attainment.
- Staying abreast of current trends affecting the financial services industry, which includes having an overall knowledge of the credit union, its policies and procedures and continually expanding knowledge and develop skills.
Knowledge and Skills:
- One year to three years of similar or related experience.
- A high school education or GED.
- Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Strong time management: ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; above average interpersonal skills; strong computer skills (i.e., Microsoft Office). Must be able to motivate others.
- Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation.
- Normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6 8 hours per day, when necessary.
- Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- Must be able to routinely perform work indoors in climate controlled shared work area with minimal noise.
- Must be able to perform job functions independently or with limited supervision and work= effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
- Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.
Benefits include:
- Medical, Dental and Vision - with no waiting period for coverage!
- 401(k) with employer match and non-elective employer contribution
- Paid Vacation, Sick time and Holidays
- Life Insurance
- Short-Term and Long-Term Disability Insurance
- Employee Assistance Program
- Tuition Assistance Program
- Professional Development Programs
- Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
- Full Time
- Immediately
- 28.00 Hour
- PO Box 1429, Kingston, NY 12402
- 9/4/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Directly assist bartenders and guests with beverage and food service by clearing and cleaning tables and other beverage areas, restocking supplies etc.
ESSENTIAL JOB FUNCTIONS:
•Assist in set up and proper arrangement of bars and service stations before, during and after the closing, assuring cleanliness, neatness and correctness of Service Bar, Carriage Lounge, Spirits on the Sunset and Banquets. Maintain standards of cleanliness for all bar areas as established by supervisor.
•Deliver necessary equipment and beverages from storage areas to the bar. Secure bar storage areas.
•Set up beverages and glassware behind the bar. Remove unnecessary glass racks and boxes from the bar.
•Check the draft beers to ensure operation. Replace as necessary.
•Set-up bar equipment including shakers, tongs, spoons etc.
•Prepare garnishes by cutting fruit that the bartender will need during service.
•Pick up and distribute liquor and non-alcoholic beverages from the storage areas.
•Replenish beverages, fruit, glassware, napkins, etc. throughout the shift.
•Keep the bar area neat and clean before, during and after each shift. Including but not limited to bussing glassware, moping behind the bar, trash removal, wiping down all surfaces, draining ice, and cleaning dirty glasses in the dishwasher.
•Provide food service to Carriage Lounge and Spirits on the Sunset customers as required and remain up-to-date on menu offerings and service standards.
•Provide efficient, attentive, and professional service to co-workers and guests.
•Cooperate and assist all beverage personnel to assure the best possible service.
•Maintain knowledge of beverage and food items.
•Maintain complete knowledge of and strictly abide by New York State Alcohol Beverage Control Laws as well as Mohonk Mountain House Mountain House Alcohol Beverage Policy.
•Complete opening and closing side duties as assigned.
•Take responsibility for Mohonk Mountain House equipment and supplies. Prevent loss or abuse.
•Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
•Receive cash from guests, make change as needed, verify validity of charges, record charges, and insure vouchers are properly executed, in order to balance all monies.
•Follow management’s instructions and suggestions – verbal as well as in writing.
•Work productively and efficiently with or without supervision when performing routine tasks. Work independently and cohesively as part of the team.
•Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers. Wear required footwear as approved by Food and Beverage Department standards.
•Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
•Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
•Develop and maintain positive working relationships with other staff.
•Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•Work in a manner that will not endanger self or others.
•Adhere to all of Mohonk Mountain House safety and security regulations.
•Operate vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
•Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
•Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 50 pounds from ground level to counter and carries a distance of up to 100 feet with/ without assistance. Walk up to 7 miles per day.
•Maneuver carts or dollies safely with loads up to 350 pounds up and down stairs, elevators, through passageways or outdoors up to 200 feet.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Act calmly and effectively in emergency situations.
•Analyze problems and develop and implement action plans to address problems.
•Taste sweet, sour, bitter, and salty and demonstrate a sense of smell.
QUALIFICATIONS:
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Part Time
- Immediately
- New Paltz, NY 12561
- 9/9/24