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A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- Occasionally lift and/or move up to 20 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
The Desk Clerk performs receptionist and customer service work helping to represent Mohonk Mountain House in the best way possible as they often serve as the guest’s first impression of the resort. The Desk Clerk is responsible for checking guests in/out of rooms graciously, efficiently, and accurately. They are responsible for processing charges and payments and demonstrating knowledge of billing and payment options. The ideal candidate would be courteous, self-motivated, friendly, and detail-oriented and provide accurate information about all resort amenities and services. Computer proficiency and the ability to effectively communicate via telephone, email, and in person are essential.
ESSENTIAL JOB FUNCTIONS:
- Process guest check-ins using established resort procedures. Verify registration cards for the correct information and obtain guest signatures and any necessary paperwork.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
- Promote and recognize customer loyalty and provide exceptional service.
- Set-up guest reservation billing accounts for each person checking-in according to requests/requirements (shares, separate room rates/tax/incidentals, routing, comps)
- Collect information for guest billing, including tax exempt status information, credit card, check, or cash
- Assist customers with questions regarding their existing reservations. Make future reservations
- Understand reservation codes, other input codes, and special traces.
- Enter and confirm reservations in the property management system with the utmost accuracy and detail to capture important information.
- Generate and communicate daily traced requests, special attention guests, and VIPs for the front desk and other departments.
- Make Dining Reservations for hotel guests of the resort.
- Prepare key packets and registration card arrival boxes for reserved designated group business.
- Organize guest registration cards by filing all cards accurately in room number order.
- Provide information to guests on luggage storage, parking and retrieval of vehicles, and loading of luggage into cars for departure.
- Maintain a complete knowledge of all resort features, services, and activities (i.e. hours of operation, daily house counts, number of arrivals and departures, scheduled group and transient events, room availability, room types, rates, promotions, and amenities, locations of services and facilities).
- 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.
- Understand and comply with resort and departmental policies and procedures including required uniform and dress code policies. Maintain a professional, neat, and well-groomed appearance and wear required department-issued uniform.
- Provide professional customer service with a desire to exceed, including exceptional verbal and written communication skills.
- Demonstrate computer proficiency with Microsoft Office software (Outlook, Word, and Excel). OPERA Software knowledge a plus.
- Utilize Payment Card Industry (PCI) compliance standards to protect credit card and personal information.
- Attend required coaching and training sessions as scheduled to review service quality and productivity.
- Maintain a complete knowledge of: All resort features, services, and activities, along with hours of operation; Daily house counts, along with arrivals and departures; Scheduled group and transient activity sheets; Room availability; Room types, rates, promotions, and amenities; Dining locations and hours of operations.
- Answer telephone calls and emails in a clear and professional manner using the correct greeting and grammar usage.
- Transfer special unrelated front desk telephone calls to the appropriate departments
- Advise guests of messages (telephone, fax, etc.) and package deliveries.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Maintain an assigned cash bank and insure accuracy of contracted amount. Follow proper accounting procedures for deposits, refunds, rate adjustments, and end of shift audits. Adhere to cashiering and accounting policies.
- Process adjustment vouchers, paid-outs, miscellaneous charges, and room charges. Cash guests personal checks according to Mohonk Mountain House procedure. Settle guest room accounts.
- Perform an audit via Opera (PMS) programming (balance receipts) and return bank at close of shift in accordance with Mohonk Mountain House standards.
- Take information on shopping orders and relay information to the Guest Services Shopper.
- Process guest and employee dry cleaning requests accurately according to procedures. Inspect and confirm receipt of laundry from the cleaner.
- Provide transportation information and directions to guests. Book trip arrivals and departures via Mohonk Mountain House Transportation.
- Follow opening and closing procedure checklists.
- Document guest requests, concerns, and needs; and immediately communicate with appropriate departments/personnel. Follow-up to make sure the guest is satisfied with the resolution using Mohonk Mountain House Second Effort procedures.
- Keep a clean and neat work station, restock office supplies and paper supplies as necessary.
- Work in office setting subject to continuous interruptions and background noises.
- Work extended periods of time viewing a computer video monitor and input information with a keyboard.
- Work under stress from contact with public, demanding deadlines and changing priorities and conditions. Maintain a calm demeanor when under pressure.
- Maintain professional composure and use good manners on the telephone and in person.
- Be dependable, responsible, and punctual and; and maintain good attendance.
- Learn and effectively process job responsibilities efficiently and confidently.
- Demonstrate organizational skills, proofreading skills, an attention to detail, and produce well-written, error-free copies.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Maintain a flexible work schedule including days/nightsweekdays/weekends, holidays, and during peak periods of business.
- 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.
- Escort guests and show various room types.
- Lift up to 15 pounds (i.e. brochure, folio paper, registration card, and envelope boxes) from ground level to above head and carry distance of up to 100 feet with/ without assistance. Walk up to 3 miles per day.
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, or stand for up to 5 hours at a time. Navigate up to six flights of stairs.
- Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Maintain focus on the job task at hand to think clearly and quickly.
QUALIFICATIONS:
- High school diploma or equivalent required
- Hospitality or customer service experience required or degree in hospitality, business finance, or accounting.
- Cashiering or banking experience 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.
- Part Time
- Immediately
- New Paltz, NY 12561
- 5/30/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Responsible for check-in and check-out of hotel guests courteously and efficiently while maintaining a high level of guest satisfaction. Maintain the resort’s communication by processing incoming and outgoing calls for guests and employees. Responds to emergency situations in a calm, efficient manner by following Mohonk’s Emergency Guide and Response Manuals. Responsible for accounting functions as they relate to processing the business day and accompanying reports.
ESSENTIAL JOB FUNCTIONS:
•Represent Mohonk to the guest so as to promote customer loyalty and provide an exceptionally high level of service.
•Understand and comply with resort and departmental policies, procedures, and customs including required uniform and dress code policies.
•Provide professional customer service with a desire to exceed including exceptional verbal and written communication skills.
•Answer telephone calls and emails in a clear and professional manner using the correct greeting and grammar usage.
•Transfer incoming telephone calls to the appropriate extensions and departments.
•Display effective computer literacy skills and be familiar with Microsoft Office software (Outlook, Word, and Excel). OPERA Software knowledge a plus. Use Payment Card Industry (PCI) compliance standards to protect credit card and personal information.
•Attend required coaching and training sessions as scheduled to review service quality and productivity.
•Maintain a complete knowledge of: All resort features, services, and activities, along with hours of operation; Daily house counts, along with arrivals and departures; Scheduled group and transient activity sheets; Room availability; Room types, rates, promotions, and amenities; Dining locations and hours of operations.
•Understand proper accounting procedures for deposits, refunds, rate adjustments, and end of shift audits.
•Understand reservation codes, other input codes, and special traces.
•Adhere to cashiering and accounting policies.
•Process adjustment vouchers, paid-outs, miscellaneous charges, and room charges.
•Cash guests personal checks via established Mohonk procedure.
•Settle guest room accounts.
•Count a bank and ensure proper amount is present.
•Perform an audit via Opera (PMS) programming (balance receipts) then put cash envelope (with witness present) in the drop safe.
•Process guest check-ins using established resort procedures. Ability to verify registration cards for the correct information and obtain guest signatures and any necessary paperwork.
•Maintain a working knowledge of, but not limited to: Avaya PBX System, Portable Radio System, Paging System, Opera PMS software, Reservations Assistant software.
•Communicate clearly in a precise manner on the telephone, paging system, pagers, and in person with a clear and pleasant speaking voice.
•Operate the emergency alarm notifier and/or implement appropriate emergency procedures and remain calm in an emergency situation.
•Analyze problems and develop and implement action plans to address problems.
•Act as the Manager on Duty (MOD) in the event of an emergency until the on-call overnight MOD arrives on the scene.
•Record and maintain the Second Effort log for maintenance, housekeeping, and conference services requests and follow-up to guest and employee request/issues.
•Log/write and deliver incoming/outgoing messages/faxes for guests and employees.
•Access all functions of the property management software as it relates to guest service/information to answer questions.
•Reserve day-of dinner reservations for overnight guests.
•Work well with guests and fellow employees to resolve complaints/issues in a positive manner.
•Demonstrate enjoyment working with people in a service position.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Remain stationary at assigned posts for extended periods of time either standing or sitting.
•Lift as much as 20 pounds from ground level to waist level and carry a distance of up to 50 feet with/ without assistance. Walk up to 5 miles per day.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Read a computer monitor and enter pertinent data into the computer with a keyboard.
•Hear requests from guests as well as co-workers and management.
•Maintain focus on the job task at hand to think clearly and quickly.
•Flexible with work schedule.
•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.
•Be dependable, responsible, and punctual and; and maintain good attendance.
•Learn and effectively process job responsibilities efficiently and confidently.
•Demonstrate good organization skills and attention to detail efficiently.
•Maintain a professional, neat, and well-groomed during work shifts.
QUALIFICATIONS:
•Prior hospitality or customer service experience preferred
•Prior overnight shift experience preferred
•Prior experience with PBX or similar communication consuls preferred
•High School Diploma
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
- 5/30/24