Your search resulted in 5 "Utility Lead" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Utility Lead
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is an IT Portfolio Analyst?
The Technology Portfolio Analyst is a highly analytical, service-oriented role that specializes in providing decision support and planning functions for the Technology Group at Central Hudson. This role provides centralized coordination and oversight of financial optimization, resource utilization, strategic planning, and demand management. The Technology Portfolio Analyst maintains the organizations Project and Portfolio Management (PPM) tool and leverages PPM processes to enable informed decisions across the Technology portfolio. The Technology Portfolio Analyst serves as a key liaison between business leaders, technical teams, and Accounting/Finance groups to ensure alignment with corporate strategy. This role is essential for the growth and maturity of the Technology group and its ability to deliver sustainable value to the organization.
What does an IT Portfolio Analyst do?
- Establishes trust-based, collaborative relationships with Business leaders to proactively facilitate portfolio planning and project requests through the demand management pipeline
- Partners with PMO, VMO and Resource Managers to ensure accurate and up-to-date records of projects, financials, and resource allocations within the PPM toolsets
- Analyzes and manages Technology’s Financial and Portfolio key performance indicators (KPI)
- Serves as a champion for Project & Portfolio Management (PPM) processes, provide training and support to users across business areas on how to effectively use the PPM system
- Supports centralized management and governance of both current and long-term (5-year) technology investment portfolios, collaborating closely with the Financial Accounting team to align with month-end, year-end, and annual planning cycles
- Supports the creation of the Technology strategic plan, board reports, rate case testimony, and steering committee materials
- Continuously seeks opportunities for cost avoidance or savings in alignment with the strategic plan and application portfolio rationalization initiatives; provides reporting as requested
- Leads continuous process improvements within the PPM system, including configuration, customization, and integration with existing systems, in alignment with the organization's project management methodologies, workflows, and reporting requirements
- Manages user access, security permissions, technical upgrades, and system configurations in the PPM system Ensures data integrity and consistency across all projects and portfolios
- Creates and maintains comprehensive documentation of system configurations, processes, and user guidelines Ensures documentation is up-to-date and accessible to relevant stakeholders
- Oversee the day-to-day activities related to the administration and maintenance of the PPM application and processes
- Leverages Project & Portfolio Management (PPM) tools to create project portfolio scenarios (models) and technology roadmaps based on prioritization, key constraints, resource availability and strategy
- Demonstrates an understanding of the enterprise’s core Technology competencies and the value they bring to business processes for a competitive advantage
- Liaises with PPM system vendors to stay informed about product updates, patches, and new features. Manage vendor relationships and contract renewals as needed
- Supports storm/emergency restoration efforts
What does it take to be an IT Portfolio Analyst?
Required:
- Bachelor's degree in Information Systems / Information Management, Computer Science, Finance, Business Management or related field of study and experience with project or portfolio management. In lieu of a bachelor’s degree, candidates with an associate’s degree in the aforementioned fields of study and 3 years of experience with project or portfolio management or a high school diploma or equivalency degree and 5 years of experience with project or portfolio management will be considered
- Familiarity with various software development life cycles or project management methodologies (e.g., Agile, Waterfall, etc.)
- Strong financial acumen
- Ability to demonstrate a keen attention to detail, an analytical, and goal-oriented approach to performing work
- Excellent professional writing and executive presentation skills
- Excellent interpersonal, verbal, and written communication skills; ability to interact effectively with individuals at all levels
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint, MS Project) and ability to learn new computer software programs quickly
- Valid driver's license
Preferred:
- Experience partnering with business teams in the definition and execution of business strategy
- Experience with Technology financial management
- Experience with Technology demand management
- Experience in Energy & Utilities or services industry
- Familiarity with data gathering, data analysis and converting data into high value information for decision making
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $51,400-144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 4/28/24
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.
Unit Assistant - Nursing Responsible to Position Classifications LPN Unit Manager, Lead LPN Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: CNA (Limited) Is Backed Up By: CNA WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Unit Assistant is responsible to perform assigned tasks, as directed by the LPN. Including but not limited to, making resident beds daily, ensuring that laundry and linens are kept neat and organized, garbages are emptied and not overflowing, and that resident rooms are maintained in a neat orderly fashion. ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) All items are critical functions in relation to the position* Frequent rounding to perform the following tasks: Ensuring that the white boards are up-to-date with the necessary information Stripping and making the beds in accordance with bed cleaning/bed making schedule Emptying garbage cans and inserting new liners. Disposing of trash in the proper soiled utility areas Assisting residents to and from programming Removing and discarding infection control materials, red bag waste, and other soiled materials Resident Assistance: Answers unanswered resident call bells promptly, assisting the resident as needed and permitted, and reporting to nursing staff any clinical nursing related need.(*CF) In emergency situaitons, provides 1:1 resident supervision when certified staff is unavailable to do so, at the request of the Unit Manager Safety and Sanitation: Washes hands before and after performing any direct service for the resident Keeps the nurses call system within easy reach of the resident (*CF) Immediately notifies the Nurse of any resident leaving/missing from the facility (*CF) Follows established safety precautions in the performance of all duties Reports any communicable or infectious disease to the Director of Nursing Services and/or to the Infection Control Coordinator Follows established isolation precautions and procedures (*CF) Reports missing/illegible labels and SDSs to your supervisor Equipment and Supply: Uses only the equipment you have been trained to use in a safe manner Reports defective equipment to Supervisor Informs the Supervisor of equipment and supply needs Personnel: Performs all assigned tasks in accordance with our established policies and procedures, and as instructed by your supervisor. (*CF) Cooperates with inter-departmental personnel, as well as other facility personnel to ensure that non nursing services can be adequately maintained to meet the needs of the residents and the facility. (*CF) Creates and maintains an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift Meets with nursing and housekeeping personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services Reports all complaints and grievances made by the resident to proper department(*CF) Reports and/or cleans occupational exposures to blood, body fluids, infectious materials, and hazardous chemicals Reports known or suspected incidents of fraud to the Administrator/Corporate Compliance Officer Staff Development: Attends and participates in scheduled orientation programs and activities Attends and participates in facility in-service training programs as instructed Resident Rights: Maintains the confidentiality of all resident care information including protected health information. Report known or suspected incidents of unauthorized disclosure of such information (*CF) Ensures that you treat all residents fairly, and with kindness, dignity, and respect, knocking before entering room, ensuring privacy (*CF) Reports all allegations of resident abuse and/or misappropriation of resident property (*CF) Administrative: Agrees not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Administrator Agrees not to disclose residents protected health information and promptly report suspected or known violations of such disclosure to the Administrator Reports any known or suspected unauthorized attempt to access facilitys information system All other duties as assigned GENERAL 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 Must be a supportive team member, contribute to and be an example of team work and team concept Must possess the ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the general public Must not pose a direct threat to the health and safety of other individuals in the workplace Accepts and responds to constructive criticism Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population Degree of Travel Travel required for occasional off-site meetings Disruption to Routine Disruption to routine is to be expected frequently. Safety Hazards in Job High stress, exposure to potentially hazardous secretions or environments. May be required occasionally to lift equipment Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time EMployers DIsclaimer All requirements are subject to possible modification to reasonably accommodate individuals with disabilities This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor This document does not create an employment contract, implied or otherwise, other than an at will employment relationship ACKNOWLEDGMENT I have read and understand the responsibilities of my position at Woodland Pond as outlined in this job description. _________________________________________ ____________________ Employee Signature Date _________________________________________ ____________________ Human Resources Signature Date Qualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population
- Immediately
- New Paltz, NY
- 4/27/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Head Aesthetician is responsible for training, monitoring, coaching, and leading direct reports by example to the expected goal of providing all the various aesthetic services offered in the Spa at Mohonk Mountain House. The Head Aesthetician is an active member of the Spa team responsible for maintaining a high level of guest service and satisfaction. The Head Aesthetician is required to lead direct reports by example in making a professional recommendation for their guest to facilitate continued wellness and meet targeted sales goals.
ESSENTIAL JOB FUNCTIONS:
•Greet guests promptly and provide spa guests with a tour of spa facilities when needed.
•Escort guest to and from treatment room.
•Learn, demonstrate, and adhere to sequence and protocols for each aesthetic service added to skill set.
•Perform professional recommendation of retail with the goal of 20% product sales to service revenue.
•Begin and end all treatments on time, adhering to bookings.
•Prioritize and meet time goals in a calm professional manner.
•Provide guests with a thorough and knowledgeable professional treatment.
•Demonstrate thorough familiarity of Spa services by performing professional recommendation of next experience for guests served in a meaningful and relevant manner.
•Perform services keeping guest satisfaction as priority, while running on time for next guest.
•Stock and organize aesthetic room(s) with appropriate linens and supplies.
•Prepare material and supplies for daily operations.
•Inventory and maintain equipment and supplies, initiate purchases, and safeguard equipment and supplies.
•Monitor professional product inventory and usage.
•Utilize computer to create purchase requisitions to maintain adequate stock of professional product and supplies.
•Receive professional product and supplies checking for accuracy of received items against issued purchase orders.
•Research industry trends regularly and maintain a current knowledge of common or trending practices in the industry.
•Develop and implement short and long-term goals and objectives for the department and Mohonk Mountain House. Assist in developing new protocols and editing the Spa menu.
•Supervise, train, evaluate, and schedule a staff up to fifteen.
•Monitor performance of direct reports giving recognition for goals achieved and exceptional service rendered as well as implement action plans to address insufficient performance.
•Prepare yearly written performance evaluations for direct reports.
•Review applications, develop behavioral-based questions, screen and interview candidates and make recommendations to Spa Operations Manager.
•Oversee/verify payroll for department staff and follow prescribed payroll procedures.
•Develop department manuals and enforces all company polices with department staff.
•Resolve procedural, operational and other work related problems by communicating with and responding appropriately to a demanding and diverse public in answering questions, explaining department/company policies and handling complaints.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Assist in scheduling periodic vendor training and ensure all direct reports attend when possible.
•Attend vendor trainings and events as assigned to learn the ingredients of products used in order to know possible contraindications due to allergies or medical issues provided by guests and to learn benefits of ingredients and products used to be able to offer well-informed recommendations to guests to facilitate continued wellness and appearance.
•Remove all soiled linen from aesthetic room(s) and deposit in designated area. Clean and sanitize work area as per departmental policies.
•Operate all tools and equipment needed to perform the Spa at Mohonk Mountain House services safely.
•Monitor and evaluate work-related conditions to determine compliance with prescribed operating, safety regulations and Department guidelines.
•Inspect and report maintenance needed on equipment used to provide services.
•Identify safety hazards, report, and follow up to see that corrective action is taken.
•Wear proper protective equipment when performing tasks that recommend such equipment.
•Attend in-house trainings with the ultimate goal of being able to perform all aesthetic services offered at the Spa at Mohonk Mountain House as described in the Spa Menu.
•Retain guests by consistently providing excellent customer service. This includes anticipating guest needs and adhering to the standards for spa guest service.
•Interact patiently with teenagers and adults.
•Demonstrate high moral character in handling lost items and valuables turning them in immediately to designated lost and found area.
•Communicate guest issues to Spa Management.
•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.
•Attend events, programs, and trainings as needed to enforce and support Mohonk Mountain House policies and culture.
•Maintain a flexible work schedule including weekdays/weekends, holidays, and during peak periods of business.
•Listen well, communicate effectively and establish working relationships with other staff, management and guests that have a variety of educational backgrounds and values.
•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.
•Work productively and efficiently with or without supervision when performing tasks.
•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 4 feet and carry a distance of up to 30 feet with/without assistance. Walk up to 3 miles a day.
•Maneuver carts or dollies safely with loads up to 100 pounds up and down stairs, elevators, through passageways or outdoors up to 100 feet.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust and focus.
•Act calmly and professionally in stressful situations.
QUALIFICATIONS:
•Valid and current NYS License for Aesthetics.
•Minimum of 2 years work experience in a professional spa setting preferred.
•Basic CPR/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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 4/25/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
The Reservations Sales Agent’s primary responsibility is to deliver excellent service while utilizing selling techniques effectively to assist guests in making reservations. Achieve key performance goals set by the department managers as outlined in the annual incentive program. The ideal candidate would be courteous, self-motivated and detail-oriented.
ESSENTIAL JOB FUNCTIONS:
- Help customers make new reservations, and answer questions regarding existing reservations with the utmost accuracy and detail to capture all important information.
- Assist guests by selling future reservations. Assist customers with questions regarding their existing reservations.
- Follow up with guest inquiry leads promptly for second chance bookings.
- Answer telephone calls and emails in a clear and professional manner.
- Attend required coaching sessions as scheduled to review call quality, Enhanced Lead Management compliance and productivity.
- Demonstrate a strong ability to multi-task and pay attention to detail.
- Deliver the highest standard of service to all customers.
- Manage daily correspondences and sales leads in a timely and professional manner consistent with the operating policies of the department.
- Demonstrate proficiency with Windows-based operating systems. Utilize hospitality reservation and sales software.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by speaking enthusiastically.
- Answer telephone calls and emails in a clear, concise and professional manner.
- 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.
- Organize and maintain a clean workstation.
- Learn, understand and use proper procedures when processing reservations and communicating resort policies and information.
- 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, information, services, hours of operation and features of Mohonk Mountain House.
- Achieve key performance goals such as inbound and outbound call volume, revenue generation, email and data capture, productivity and call scores based on goals set by the department managers as outlined in the annual incentive program. Must meet or exceed performance minimums.
- Assist Front Office and other departments with reservations, room changes, room shows, check-ins, check-outs, dining reservations and other tasks when needed. Communicate with other departments the guest’s requests, concerns and needs.
- Process special requirements and needs for guests through the proper channels.
- Conducts themselves in a professional manner when working with guests, co-workers and managers at all times.
- Act calmly and effectively in emergency situations
- 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 25 pounds from ground level to waist level and carries a distance of up to 50 feet with/ without assistance. Walk up to 3 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Work independently, and under daily job stress while maintaining composure.
- Focus on the job task at hand to think clearly and quickly.
- Maintain a flexible work schedule between the typical hours of 7:45 am and 8:15 pm, weekdays, weekends, holidays time periods.
- Work in office setting subject to continuous interruptions and background noises.
- Work up to five hours seated and viewing a computer monitor, operating a keyboard while on the telephone.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proper accounting procedures for deposits, refunds, rate adjustments and end of shift audits.
QUALIFICATIONS:
- High School diploma.
- Prior hospitality or customer service 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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 4/13/24
Hudson Valley Credit Union is currently recruiting for the position of Licensed Branch Associate. Primary Function: Provide superior member service through efficient and accurate transaction processing and applying a consultative needs-based sales approach. Promote Wealth Management at Hudson Valley Credit Union's full line of investment services and products by establishing new member relationships, deepening and retaining existing relationships, cross-selling HVCU products and services, and creating a lifelong financial relationship.
Responsibilities
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Certifications
- Securities Industry Essentials (SIE) Certification required
- NYS Notary Public license achieved within 12 months of obtaining position required
- Series 7 and 66 Certification or ability to pass within 120 days of employment
- Must be able to pass the FINRA background screening process.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service.
- Monitor and complete member care calls and assist with loan queues to expand on cross-selling opportunities. Support Contact Center with inbound member calls as necessary.
- Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs.
- Refer members to Financial Consultant for products in excess of assigned limits.
- Support Wealth Management Financial Consultant with informational meetings, lead generation, and education of investment services for both branch staff and members.
- Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
- Support overall branch operations. Including but not limited to, providing opening and closing support for the branch, ordering and verifying cash, assisting with cash control tasks, adhering to dual control processes and daily branch reconciliation.
- Accurately perform teller transactions with various negotiable and act as a teller when necessary.
- Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Chester, NY 10918
- 3/13/24