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:

1. 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.
2. 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.
3. 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.
4. 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.
5. Cultivates and manages new business referrals received from Bank colleagues and area-professionals.  Record activities in SalesForce.
6. 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.
7. 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.
8. Continues to build and grow their own Centers of Influence (COI) network.
9. 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.
10. 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.
11. 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.
12. Performs other duties as assigned.
13. Remains current with fiduciary knowledge through attendance at seminars, schools and written publications

Education, Certification and Experience

1. Bachelor Degree or higher
2. Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
3. Certified Trust Fiduciary Advisor (CTFA) is desired but not required.

Knowledge, Skills, Abilities:

1. Strong decision-making ability
2. Ability to pay attention to details
3. Strong working knowledge of investment management
4. Ability to build relationships with clients and COIs
5. Strong analytical skills

Work Environment

1. Professional office

PHYSICAL DEMANDS:

1. Frequently required to sit for prolonged periods.
2. Normal range of vision, speech and hearing abilities required.
3. Mobility required for greeting and assisting clients, prospective clients and COIs.
4. Skillfully operate a computer, telephone and other standard office equipment.
5. Travel to Bank, client, prospective client and COI locations.
6. 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.

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 Energy Policy & Regulation Program Manager?

The Energy Policy & Regulation team represents Central Hudson’s interests while navigating New York State’s fast-paced energy policy & regulatory environment. Areas of focus include clean energy deployment, transmission development, energy affordability, electric vehicles, natural gas transformation, and many others. This team participates in various workstreams related to the NY PSC, NYISO, FERC, NY Transmission Owners, and Joint Utilities of New York. The team is responsible for identifying risks and opportunities associated with key regulatory developments, pursuing strategies that are beneficial to the Company and its customers, coordinating with technical experts, fostering awareness across the organization, and positional alignment across various proceedings. The team regularly reports to and interacts with the Company’s senior leadership team.

What does an Energy Policy & Regulation Program Manager do?

• Identifies, reviews, and develops positions regarding developments at the NYPSC and FERC that materially impact our New York and FERC Jurisdictional Businesses. This requires communication and cooperation with other utilities, attorneys, and internal departments’ subject matter experts.
• Identifies key themes and potential impacts from emerging energy policy; provide regulatory analysis and assistance to other areas within the company (e.g. Engineering, Operations, Legal, Public Relations, and CH subsidiaries)
• Prepares, maintains and submits written information on regulatory proceedings and external meetings in order to ensure internal stakeholders are kept up to date with relevant policies, processes and programs.
• Performs research on state and federal regulatory policies and filings in order to support the company’s position in its regulatory filings; work with internal business partners to translate their needs into regulatory strategy
• Develops and implements studies to support regulatory, tariff, and pricing proposals in the context of filings, stakeholder presentations, and other regulatory proceedings.
• Develops and fosters relationships with key internal and external stakeholders in order to obtain and share information that will benefit the company, share best practices, provide and obtain technical advice and build bases of influence.
• Stays current with regulatory developments and identify regulatory precedents, key regulatory themes and trends in order to ensure the best outcomes for Central Hudson
• Builds upon technical professional skills within the areas of Energy Policy and Regulation in order to improve your personal contribution to the business
• Challenges existing ways of working and continuously seek improvement in order to drive greater efficiencies
• Reviews and produce written material that clearly conveys the company’s position within regulatory filings
• Researches and analyzes key themes from a wide range of regulatory proceedings in order to identify how different regulatory scenarios may impact the business
• Develops business cases for tariff/pricing changes in order to support achievement of any implementation objectives
• Contributes to the identification and creation of strategic objectives specific to strategy and regulation in order to drive change and innovation
• Supports the leadership, motivation and development of the regulatory organization to ensure results are delivered in line with expectations and business objectives
• Keeps regulators and other relevant parties up to date and informed about Central Hudson’s programs in order to ensure they are managed appropriately and accordance with regulatory requirements.
• Develops and utilize peer group network in order to absorb and apply technical/professional best practices within the regulatory area, including regulatory developments and precedents.
• Becomes proficient with and support ongoing upgrades to corporate software systems, including but not limited to customer information systems, data portals, and enterprise resource planning.
• Supports storm/emergency restoration efforts

What does it take to be an Energy Policy & Regulation Program Manager?

Required:

• Bachelor’s degree in public administration, business administration, economics, engineering, legal studies, or a related field. Equivalent of education and experience may be considered
• Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly.
• Familiarity and/or knowledge of Central Hudson’s business operations and practices
• Excellent interpersonal, verbal and written communication skills
• Ability to multitask, juggle priorities, navigate complex situations, and use good judgment
• Must demonstrate a high level of enthusiasm and promote a strong work ethic and positive customer service approach
• Must be willing to respond to all requests to work outside of normal work hours
• Must be able to travel as required (e.g. Albany, New York City, Washington DC, etc.)
• Valid driver’s license

Preferred:

• Experience within the regulated Electric and/or Gas Utility industry.

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: $89,100-$163,800

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.

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