Your search resulted in 29 "Licensed Relationship Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Licensed Relationship Manager
Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Lagrangeville, NY 12540
- 10/15/25
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Verbal and written fluency in English and Spanish is required, and rewarded! Ask your recruiter about our bilingual pay stipend.
Responsibilities
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
- Verbal and written fluency in English and Spanish, required
- NYS Notary Public license achieved within 12 months of obtaining position, required
- Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required
- Previous Teller or cash handling experience in a financial institution or retail environment, preferred
Click here to view full job description
- Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
- Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof.
- Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs.
- Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Middletown, NY 10940
- 10/14/25
JOB TITLE: Cross Country Ski Trail Groomer/Snowmaker
DEPARTMENT: Ski
DATE: July 30, 2023
BASIC FUNCTIONS AND RESPONSIBILITIES:
Assist the Ski Manager with meeting specific operational goals by performing general and specific snowmaking, ski trail and snow tube hill maintenance procedures.
ESSENTIAL JOB FUNCTIONS:
- Maintain safe, quality ski trails and snow tubing conditions for guests.
- Promote Mohonk Mountain House’s unique cross-country skiing snowshoeing, and snow tubing experience while interacting with guests.
- Organize and communicate to Ski Manager all information relating to guest needs and potential skiing and snow tubing condition problems or concerns.
- Maintain safe and professional operation of grooming snowmobiles, grooming UTV, and grooming implements.
- Interact cordially and professionally with all guests and co-workers.
- Communicate clearly and effectively with the ski and activities staff and all other Mohonk Mountain House service staff.
- Perform minor equipment maintenance “on-the-spot” to grooming equipment and snowmobiles so facility preparation may continue.
- Perform trail and sign maintenance as needed.
- Operate and monitor SMI Snow Guns powered by independent compressors, high pressure water, and high voltage electricity in a safe and effective manner.
- Operate a snowmobile safely at speeds up to 20 m.p.h. on narrow paths and roads during daytime and nighttime hours; Maneuver a snowmobile out of a ditch.
- Operate a UTV vehicle with track system.
- Perform preventative and routine maintenance of machinery, pipe and valve systems, and hoses associated with snowmaking/grooming equipment.
- Assist with attachment changes of the power tiller and tuber shaper devices for the snow groomer machine.
- Use basic hand and power tools, such as but not limited to: ratchet, wrenches, screwdrivers, hand sledge, bow saw, winch, cable puller, tow strap, drill, impact drill, chainsaw, pump jack and battery powered grease gun.
- Perform daily maintenance to the tube lanes, walk up lanes and ending zone of the tube hill operation along with safety fencing, cones, and signage.
- Shovel/sweep deep heavy snow with shovel/broom and operate snow blowers.
- Report equipment issues to supervisor or manager.
- Inspect trail conditions and make recommendations for usage and maintenance.
- Make ski trail recommendations to guests with safety and skier ability being the primary determining factors of each recommendation.
- Demonstrate an outgoing and friendly personality.
- Interact cordially and professionally with all guests and co-workers.
- Communicate clearly and effectively with the ski and activities staff and all other Mohonk Mountain House service staff.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Work in a manner that will not endanger self or others.
- Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
- 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 75 pounds from ground level to waist level and carry a distance of up to 100 feet with/ without assistance. Walk up to 5 miles per day. Reach areas as high as 8 feet from a standing position with use of a step ladder.
- Walk in snow up to 3 feet deep.
- Maintain a flexible work schedule including days/evenings, weekdays/weekends, holidays, as well as overnight shifts as needed and during peak periods of business.
- Work outdoors and expose self to natural elements including rain, sleet, snow, wind, and weather extremes including below freezing temperatures.
- Handle change, adversity, and pressure situations in a calm and levelheaded manner.
- Analyze problems and develop and implement action plans to address problems.
- Carry a two-way portable radio and earpiece to communicate and provide immediate response to emergency situations.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- 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.
- Speak clearly and in front of groups of people, up to 15 people.
- Listen well, communicate effectively and establish effective working relationships with other staff, management, vendors and guests that have a variety of cultural backgrounds and values.
- 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.
- 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/evenings, weekdays/weekends, holidays,
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.
- CPR and First Aid Certification preferred.
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.
ACKNOWLEDGEMENT:
Recipient’s signature below constitutes recipient’s understanding of the requirements and ability to perform the essential functions of the position of with the revision date of .
Print Name Signature Date
Print Name (MMH Representative) Signature
- Immediately
- New Paltz, NY 12561
- 10/7/25
BASIC FUNCTION AND RESPONSIBILITIES:
Responsible for receiving, inspecting, storing, delivering, inventorying and shipping of all products and supplies for the hotel.
ESSENTIAL JOB FUNCTIONS:
•Receives shipments on receiving dock, logs pertinent information, and coordinates workflow to ensure timely delivery of supplies to coolers, freezers, dry storage, and/or other departments.
•Ensures that all shipments are received in good, undamaged condition.
•Compares invoice to purchase order and indicates the quantity received, number of boxes, date received, invoice number, and any other pertinent information.
•Verifies all food and beverage deliveries upon arrival for correct specification.
•Ensures all products are received and placed immediately under refrigeration or other storage (including freezing and dry storage) as needed.
•Ensures products are stored and dated properly, and rotated using FIFO method.
•Maintains a thorough, working knowledge of dry goods, paper products, chemical supplies, and food and beverage specifications.
•Cooperates with accounts payable staff in the verification of orders received.
•Prepares boxes for shipment and maintains records of all shipments sent out, prepares shipments as needed.
•Maintain the proper chain of accepting and delivering of liquor products. Ensure liquor is secured at all times.
•Fulfill all requisitions from other departments in a timely manner, ensure orders are complete and delivered no later than requested time. Communicate any discrepancies to department.
•Maintains storage areas with respect to sanitation, temperature, and humidity.
•Sweeps, mops, and/or disinfects receiving areas including loading/unloading lots.
•Inspects food and beverage storage areas routinely (including refrigerators and freezers) a minimum of twice during shift, noting temperature. Maintain food and cooler logs.
•Inventory and maintain equipment and supplies.
•Receive and ship UPS, Fed-Ex Ground and Fed-Ex express packages. Ensure packages are in proper condition ensure each package is delivered to the proper department or individual.
•Ensure all guests/group packages have tracking numbers logged into the Package Log book and proper signatures are obtained upon delivery.
•Ensure the security of all packages and products.
•Perform basic mathematical functions such as addition, subtraction, multiplication, and division. Verify totals on report forms, requisitions, or invoices.
•Photocopies, scans, faxes, emails or mails correspondences.
•Work clean and assume responsibility for organization and orderliness. Clean work areas periodically during work shift.
•Follow all safety and sanitation policies when handling food and beverage.
•Keep refrigerators and storerooms clean and neat. Ensures food and supply items are stored per standards.
•Maintain food and cooler logs.
•Listen well, communicate effectively and establish effective working relationships with other staff, management, vendors and guests that have a variety of educational backgrounds and values.
•Demonstrate organizational skills, proofreading skills, and produce well-written, error-free copies.
•Work productively and efficiently with or without supervision when performing routine tasks.
•Prioritize and meet deadlines in a fast-paced dynamic environment.
•Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook.
•Conduct accurate inventory for ordering purposes. Perform period end inventories.
•Maintain all storerooms, freezers and coolers in accordance with proper sanitation specifications.
•Maintain a knowledge of New York State and Ulster County Health Department regulations and ensure compliance.
•Observe all safety and security measures as per company policy and protocols.
•Conform to OSHA Standards.
•Perform cleaning duties as scheduled to including sweeping, moping, raking, shoveling and/or policing the parking lot.
•Work outdoors at times and exposed to natural elements.
•Operate equipment such as elevators, pallet jacks, hand-trucks, carts, and dollies.
•Use hand tools such as box cutters, packaging tape dispensers, rakes, brooms, and shovels.
•Inform supervisor of hazardous situations, emergencies or threats to the security of guests, employees or hotel assets.
•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.
•Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
•Maintain a flexible work schedule including days/nights, overnights, weekdays/weekends, holidays, and during peak periods of business.
•Answer questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•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 100 pounds from ground level to six feet and carry a distance of up to 150 feet with/without assistance. Walk up to 12 miles per day.
•Maneuver carts or dollies safely with loads up to 500 pounds up and down stairs, elevators, through passageways or outdoors up to 250 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.
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
•Experience in the food service industry with a knowledge of produce, meat, fish, and dairy specifications is preferred.
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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 10/7/25