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Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYS Life and Health licenses or ability to pass within 6 months of employment is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYS Life and Health licenses or ability to pass within 6 months of employment is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24
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: Part Time Salary Range: $36.49 - $46.49 Hourly Job Shift: Varied Job Category: Health Care DescriptionPosition Summary The Charge RN is responsible to maintain the nursing philosophy, objectives, and standards of quality nursing care; and ensure compliance with standards, codes, rules and regulations, and the policies set-forth by Woodland Pond ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative Functions: Notifies the Director of Nursing and Administrator on Call as required (*CF) Participates actively with IDT and follows-through on actions determined by the Team Is responsible for every resident in the Health Center (*CF) Serves as a resident advocate and ensures resident rights are maintained Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities Ensures consistency between all units in nursing care Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports Serves as a leader and resource for nursing staff Participates in investigations as assigned (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care Guides LPNs and CNAs responsibilities (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Care Plan, Kardex, MDS, and Assessment Ensures accuracy of each Completes timely as assigned Effectively communicates the plan of care Ensures that resident care plan is followed (*CF) Communication Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. (*CF) Uses communication to enhance quality of resident care and staff working environment Personnel/Staff Development Assists with employee evaluations, employee praise, and discipline as necessary (*CF) Actively participates with staff education Promotes an environment of learning Ensures staff attends mandatory in-services and meets minimum continuing education requirements Conducts routine staff audits to ensure care is being delivered per care plan and medical staff orders (*CF) Ensures work consistency among staff Promotes a positive, friendly work environment Equipment and Supplies Ensures appropriate are available and monitors that supplies are utilized appropriately to avoid waste Is cost-effective Policy and Procedure Manuals Ensures staff awareness of manuals, including other departments (e.g. SDS, emergency protocols) Uses manual and assists other staff on using policies as necessary (*CF) Quality Assurance Constantly strives to enhance the resident and staff experience Reports and completes necessary paperwork for each resident incident/accident/change in condition (*CF) Safety/Infection Control Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Staffing Coverage Required to ensure appropriate coverage for the nursing department 24/7, including weekends, holidays, and off-shifts (*CF) Works beyond normal working hours, or in other positions temporarily when necessary (e.g. administers medications) (*CF) Is subject to callback during emergency conditions Takes RN on-call as needed Other Specific Requirements Must have patience, tact, a cheerful disposition, and be enthusiastic Must work harmoniously with others Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions Able to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures necessary to provide quality care Promotes teamwork and collaboration among Woodland Pond staff members Ongoing education Must continually strive to enhance knowledge, and ensure evidenced-based nursing is being practiced Encouraged to attend an out-of-facility continuing education seminars Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Demonstrated knowledge and skills necessary to provide care to and communicate with primarily the geriatric population Demonstrated knowledge of the principles of growth and development over the life span Able to assess data reflecting the residents status and interpret the appropriate information needed to identify each residents requirements relative to their age-specific needs Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications RN graduate of an accredited school of nursing Minimum two years of clinical nursing experience preferred Holds a current, unencumbered RN license to practice in the State of New York Proficiency with computers and standard office software Valid CPR certification
- Part Time
- Immediately
- New Paltz, NY 12561
- 6/2/24
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 Salary Range: $36.49 - $46.49 Hourly Job Shift: Varied Job Category: Health Care DescriptionPosition Summary The Charge RN is responsible to maintain the nursing philosophy, objectives, and standards of quality nursing care; and ensure compliance with standards, codes, rules and regulations, and the policies set-forth by Woodland Pond ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative Functions: Notifies the Director of Nursing and Administrator on Call as required (*CF) Participates actively with IDT and follows-through on actions determined by the Team Is responsible for every resident in the Health Center (*CF) Serves as a resident advocate and ensures resident rights are maintained Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities Ensures consistency between all units in nursing care Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports Serves as a leader and resource for nursing staff Participates in investigations as assigned (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care Guides LPNs and CNAs responsibilities (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Care Plan, Kardex, MDS, and Assessment Ensures accuracy of each Completes timely as assigned Effectively communicates the plan of care Ensures that resident care plan is followed (*CF) Communication Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. (*CF) Uses communication to enhance quality of resident care and staff working environment Personnel/Staff Development Assists with employee evaluations, employee praise, and discipline as necessary (*CF) Actively participates with staff education Promotes an environment of learning Ensures staff attends mandatory in-services and meets minimum continuing education requirements Conducts routine staff audits to ensure care is being delivered per care plan and medical staff orders (*CF) Ensures work consistency among staff Promotes a positive, friendly work environment Equipment and Supplies Ensures appropriate are available and monitors that supplies are utilized appropriately to avoid waste Is cost-effective Policy and Procedure Manuals Ensures staff awareness of manuals, including other departments (e.g. SDS, emergency protocols) Uses manual and assists other staff on using policies as necessary (*CF) Quality Assurance Constantly strives to enhance the resident and staff experience Reports and completes necessary paperwork for each resident incident/accident/change in condition (*CF) Safety/Infection Control Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Staffing Coverage Required to ensure appropriate coverage for the nursing department 24/7, including weekends, holidays, and off-shifts (*CF) Works beyond normal working hours, or in other positions temporarily when necessary (e.g. administers medications) (*CF) Is subject to callback during emergency conditions Takes RN on-call as needed Other Specific Requirements Must have patience, tact, a cheerful disposition, and be enthusiastic Must work harmoniously with others Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions Able to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures necessary to provide quality care Promotes teamwork and collaboration among Woodland Pond staff members Ongoing education Must continually strive to enhance knowledge, and ensure evidenced-based nursing is being practiced Encouraged to attend an out-of-facility continuing education seminars Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Demonstrated knowledge and skills necessary to provide care to and communicate with primarily the geriatric population Demonstrated knowledge of the principles of growth and development over the life span Able to assess data reflecting the residents status and interpret the appropriate information needed to identify each residents requirements relative to their age-specific needs Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications RN graduate of an accredited school of nursing Minimum two years of clinical nursing experience preferred Holds a current, unencumbered RN license to practice in the State of New York Proficiency with computers and standard office software Valid CPR certification
- Immediately
- New Paltz, NY 12561
- 6/1/24
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: $36.49 - $46.49 Hourly Job Shift: Night DescriptionPosition Summary The Charge RN is responsible to maintain the nursing philosophy, objectives, and standards of quality nursing care; and ensure compliance with standards, codes, rules and regulations, and the policies set-forth by Woodland Pond ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Administrative Functions: Notifies the Director of Nursing and Administrator on Call as required (*CF) Participates actively with IDT and follows-through on actions determined by the Team Is responsible for every resident in the Health Center (*CF) Serves as a resident advocate and ensures resident rights are maintained Supports the medical staff Works collaboratively with all departments at Woodland Pond Works with staff in the planning of the units services, programs, and activities Ensures consistency between all units in nursing care Ensures staff comply with polices and standards of care (*CF) Ensures completeness of Accident and Incident reports Serves as a leader and resource for nursing staff Participates in investigations as assigned (*CF) Ensures safe quality care is provided to the residents daily, and essential information is communicated to provide appropriate continuity of care from admission to discharge (*CF) Is a liaison with residents, families, and other departments to adequately plan for and provide resident care Guides LPNs and CNAs responsibilities (*CF) Ensures accurate, appropriate, and complete documentation by all nursing staff Care Plan, Kardex, MDS, and Assessment Ensures accuracy of each Completes timely as assigned Effectively communicates the plan of care Ensures that resident care plan is followed (*CF) Communication Ensures appropriate and ongoing communication to the resident, family, staff, MD, IDT, etc. (*CF) Uses communication to enhance quality of resident care and staff working environment Personnel/Staff Development Assists with employee evaluations, employee praise, and discipline as necessary (*CF) Actively participates with staff education Promotes an environment of learning Ensures staff attends mandatory in-services and meets minimum continuing education requirements Conducts routine staff audits to ensure care is being delivered per care plan and medical staff orders (*CF) Ensures work consistency among staff Promotes a positive, friendly work environment Equipment and Supplies Ensures appropriate are available and monitors that supplies are utilized appropriately to avoid waste Is cost-effective Policy and Procedure Manuals Ensures staff awareness of manuals, including other departments (e.g. SDS, emergency protocols) Uses manual and assists other staff on using policies as necessary (*CF) Quality Assurance Constantly strives to enhance the resident and staff experience Reports and completes necessary paperwork for each resident incident/accident/change in condition (*CF) Safety/Infection Control Ensures staff compliance with standards and regulations Reports potential outbreaks and takes appropriate measures to control/eliminate infection control exposures Staffing Coverage Required to ensure appropriate coverage for the nursing department 24/7, including weekends, holidays, and off-shifts (*CF) Works beyond normal working hours, or in other positions temporarily when necessary (e.g. administers medications) (*CF) Is subject to callback during emergency conditions Takes RN on-call as needed Other Specific Requirements Must have patience, tact, a cheerful disposition, and be enthusiastic Must work harmoniously with others Seeks out new methods and principles to incorporate into the nursing practice Creates and maintains an atmosphere of warmth, personal interest, positive emphasis, as well as a calm environment (*CF) Able to make independent decisions Able to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures necessary to provide quality care Promotes teamwork and collaboration among Woodland Pond staff members Ongoing education Must continually strive to enhance knowledge, and ensure evidenced-based nursing is being practiced Encouraged to attend an out-of-facility continuing education seminars Completes all required training and in-services All other duties as assigned QualificationsGENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Demonstrated knowledge and skills necessary to provide care to and communicate with primarily the geriatric population Demonstrated knowledge of the principles of growth and development over the life span Able to assess data reflecting the residents status and interpret the appropriate information needed to identify each residents requirements relative to their age-specific needs Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications RN graduate of an accredited school of nursing Minimum two years of clinical nursing experience preferred Holds a current, unencumbered RN license to practice in the State of New York Proficiency with computers and standard office software Valid CPR certification
- Full Time
- Immediately
- New Paltz, NY 12561
- 5/28/24