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General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 4/23/24
POSITION: Spa Recruiting and Training Supervisor
DEPARTMENT: Spa
DATE: March 2023
BASIC FUNCTIONS AND RESPONSIBILITIES:
The Spa Recruiting and Training Supervisor is responsible for obtaining, attracting, hiring, and interviewing employees while applying HR best practices. Act as a point of contact and build influential candidate relationships during the selection process. Onboarding new employees in order to become fully integrated. Developing and implementing programs based on overall business goals that train employees, giving them the skills they need to succeed in their jobs. Develop training programs that ultimately promote our efficiency and competitive advantage by developing the skills of personnel. Share your expertise in ways that motivate others.
ESSENTIAL JOB FUNCTIONS:
- Assist HR and Spa Director with obtaining and attracting potential Spa employees for all departments both professional and support staff.
- Screen applicants and identifies qualified candidates on selected criteria to interview for posted jobs in the Spa.
- Represent Mohonk Mountain House at recruiting events and open houses.
- Represent Mohonk Mountain House to potential job candidates, schedule and conduct interviews in a professional manner with behavioral (experience) based questions that require thought and oblige the candidate to reveal attitudes or opinions.
- Review job descriptions with candidates, inform candidates of job expectations, Mohonk Mountain House grooming standards, and uniform standards. Ensure candidate acknowledges receipt of job description.
- Conduct reference checks on potential job candidates.
- Maintain open dialog with Spa Managers/ Supervisors and provide progress reports and updates of the interview process and scheduled interviews
- Work closely with Human Resources once a candidate has been approved to coordinate orientation and further documentation
- Ensure a smooth “on-boarding” experience for new hires clearly detailing expectations, and answer any questions a new hire may have about the position.
- Monitor progress of new employee training and performance. Take a hands on approach in ensuring their success by accessing training needs during the onboarding and training process. Work with the new employees to ensure they are given the skills needed to succeed in their jobs.
- Assist Spa Director in conducting needs assessment to design, deliver and continuously improve training programs. Increase productivity by teaching new skills and knowledge to support staff employees.
- Develop and implement dynamic continuing education programs for support staff employees by using seminars, incentives, teaching materials, and team exercises based on meeting the Spa revenue goals, operating procedures and Mohonk Mountain House guest service steps.
- Work with the Reception and Retail Supervisor to identify employees who need or want further training in specific areas.
- Work with Spa Director to develop employee engagement and help ensure employee retention. Conduct feedback surveys and Stay Initiatives to assess effectiveness of training , work environment and employee programs.
- Assist Spa Director with special projects and other duties as assigned.
- Develop and maintain positive working relationships with other staff.
- Demonstrate a high level of proficiency with Windows-based operating systems and use software including MS Word, MS Excel, and MS Outlook.
- Demonstrate organizational skills, proofreading skills, and produce well-written, error-free copies.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Operate vehicles safely while driving and/or parking in compliance with Mohonk Mountain House Traffic Rules and Regulations.
- Learn and retain knowledge of historical facts and information about Mohonk Mountain House.
- Adhere to Mohonk Mountain House’s Dress and Grooming Standards; present a neat, clean and well-groomed appearance and maintain a positive, professional image to our customers.
- Wear Mohonk Mountain House approved safety shoes, and proper safety equipment when performing tasks that recommend such equipment.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards of cleanliness.
- Speak, read, and write in English 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, bends, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, and stand for up to 5 hours at a time.
- Lift up to 50 lbs. from ground level to waist height and carry up to 100 feet without assistance. Walk up to 5 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Work extended periods of time viewing a computer video monitor and/ or operating a keyboard.
- 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.
- A degree from an accredited 2 year or 4 year college preferred.
- Experience in the hospitality business, including spas, restaurant, or hotel management or supervisory 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
- 4/18/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
A stables guide is responsible for providing a safe and enjoyable recreational activity for guests, of the stables, while guiding a trail ride (riding a horse while supervising the horse line) or while operating the carriage team. This person is responsible for establishing and maintaining a good relationship with our guests; giving a tour of the property, sharing interesting facts, and offering accurate information about Mohonk and our history.
ESSENTIAL JOB FUNCTIONS:
•Competent horseback rider with ability to mount horse from the ground.
•Arrive prepared, on time, and ready to work; maintain good attendance.
•Display good horsemanship and have a strong fundamental background in horse ailments, conditions, and traits.
•Demonstrate “Horse sense” and interpret herd behavior.
•Assess rider’s abilities and horse behaviors in response to rider’s actions.
•Ensure all riders have accurately signed waiver form and payment receipt.
•Communicate instructions clearly and effectively in an ever-changing/active situation that guests of any age can understand.
•Explain proper safety procedures during the mounting and dismounting process; accurately fit guests to their saddles, stirrups, helmets and other equipment.
•Tack or harness animals prior to (or at end of) carriage or trail ride, completing a safety check of the equipment every time and maintaining equipment condition and appearance.
•Organize horse and riders in trail (lineup) groups in an efficient and safe manner.
•Learn trail routes and historical/interesting facts about Mohonk Mountain House and the surrounding area.
•Encourage, display, and role model proper riding form at all times.
•Follow grooming, feeding/watering schedules for each animal.
•Dispense and apply prescribed medications and treatments to animals.
•Detect and eliminate/reduce potential hazards from and around the trail system and barn area.
•Clean barn, riding arena, paddock, courtyard, and trail system using a golf cart or wagon.
•Lead horses to and from paddocks and riding arena.
•Lead another horse while riding a horse.
•Lead trail rides and drive carriages for up to 3 consecutive hours.
•Lead pony ride for our guests as young as 2 years of age up and down moderate inclines.
•Load hay in/out of the hayloft of barn.
•Work in a manner that will not endanger self or others.
•Handle stressful, noisy, crowded, distracting, and emergency situations calmly, with a level head; including situations involving heights or closed in areas.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Work in a hot/cold climate for extended periods of time.
•Maintain a consistent attitude, cheerful, positive, and “can do”. Speak positively about Mohonk, guests, and coworkers.
•Pay attention to operational details while being attentive to guests. (Safety patrol of the barn and surroundings)
•Respond encouragingly with alternate solutions to meet the guest needs or requests; show initiative and take action with an appropriate level of independence.
•Show interest and patience while working with young or adolescent children and novice rider.
•Seek ways to enhance the guest experience in unexpected ways asking, “How can I exceed your expectations?”
•Understand and comply with the policies and procedures of Mohonk Mountain House and department.
•Answer phones in a clear, professional manner, and retrieve voicemails; return calls, accurately record messages, process payment, and follow through.
•Give accurate information, face to face, and over the phone. Maintain a complete knowledge of: stables offerings, policies, and pricing; resort features; activities; and hours of operation.
•Operate POS cash register, differentiate the denominations of U.S. currency and coins, and make change in a timely manner during a transaction.
•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 in front of groups of up to 20 persons; communicate well so that guests of any age can understand.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•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 yards with/ without assistance. Walk up to 7 miles per day.
•Memorize names of plants, animals, names of guests, and horses/mules.
•Demonstrate proficiency with Windows-based operating systems and use software including MS Word.
•Take reservation and billing information using computer based program with utmost accuracy and detail. Protect personal information of guest.
•Attend/participate in daily shift briefing.
•Establish and maintain positive guest relations and a peaceful riding and/or carriage experience.
•Wear proper protective equipment appropriate to the task being performed.
•Clearly communicate results of efforts, problem resolution steps, and completed tasks verbally and in writing.
•Works independently and as part of a 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.
•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.
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 working with the general public and in the service industry
•First Aid and CPR 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.
weekends and holidays are a must
available through Labor Day weekend
- Immediately
- New Paltz, NY 12561
- 4/10/24