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Hudson Valley Credit Union is currently recruiting for the position of Manager Facilities Maintenance. Primary Function: Manage properties, physical security and daily operations, including after-hour (24 hours per day/7 days per week) calls of the General Services Department. Oversee General Services operating budget, assist with major building projects and Disaster Recovery Plan.
Responsibilities
- Responsible for the daily operations of the General Services Department, including after-hour calls (24/7) as they arise. Respond and direct necessary support and resources to an emergency, including but not limited to, fire, first aid, building systems failure, breakdown, power outages, etc. Respond rapidly to any operational issues uncovered during property inspections.
- Maintain all buildings and grounds owned by HVCU, directing staff and vendors and overseeing upkeep of HVAC systems, equipment and supplies. Ensure physical safety and security of all facilities, as well as adherence to all Federal and State Laws (i.e. OSHA, ATM Safety, ADA, etc.).
- Interview, hire, manage and develop department staff. Set staff goals and monitor performance to goals. Conduct regular department and one-on-one meetings to communicate organizational and/or departmental changes, updates and process improvements as well as to collaborate with employees on their on-going development plans.
- Assist the AVP, General Services and Physical Sec Officer with complex projects involving new construction, building renovations and relocations. Ensure adherence to budget and schedule. Attend municipal planning board meetings, as needed.
- Manage vendor relationships. Ensure deadlines are met and quality of service is maintained. Conduct vendor analysis to measure competitiveness and recommend changes or modifications, as necessary, for management review. Negotiate vendor contracts and present recommendations for Management approval.
- Organize and conduct fire and emergency drills at all Credit Union facilities. Provide remedial correction when required.
- Ensure appropriate departmental policies and procedures are developed, maintained and followed.
- Manage tenant relationships and property maintenance for tenant occupied buildings, and foreclosure properties.
- Provide recommendations for departmental expenditures and participate in the annual budget process.
- 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
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Facilities Management required
- Valid driver's license required
- Minimum 3 Years Managerial experience experience required
- Minimum 3 Years Facility Operations Experience required
- Minimum 5 Years HVAC, Electrical, Plumbing and/or Site Work experience preferred
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.
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Facilities Management required
- Valid driver's license required
- Minimum 3 Years Managerial experience experience required
- Minimum 3 Years Facility Operations Experience required
- Minimum 5 Years HVAC, Electrical, Plumbing and/or Site Work experience preferred
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.
- Responsible for the daily operations of the General Services Department, including after-hour calls (24/7) as they arise. Respond and direct necessary support and resources to an emergency, including but not limited to, fire, first aid, building systems failure, breakdown, power outages, etc. Respond rapidly to any operational issues uncovered during property inspections.
- Maintain all buildings and grounds owned by HVCU, directing staff and vendors and overseeing upkeep of HVAC systems, equipment and supplies. Ensure physical safety and security of all facilities, as well as adherence to all Federal and State Laws (i.e. OSHA, ATM Safety, ADA, etc.).
- Interview, hire, manage and develop department staff. Set staff goals and monitor performance to goals. Conduct regular department and one-on-one meetings to communicate organizational and/or departmental changes, updates and process improvements as well as to collaborate with employees on their on-going development plans.
- Assist the AVP, General Services and Physical Sec Officer with complex projects involving new construction, building renovations and relocations. Ensure adherence to budget and schedule. Attend municipal planning board meetings, as needed.
- Manage vendor relationships. Ensure deadlines are met and quality of service is maintained. Conduct vendor analysis to measure competitiveness and recommend changes or modifications, as necessary, for management review. Negotiate vendor contracts and present recommendations for Management approval.
- Organize and conduct fire and emergency drills at all Credit Union facilities. Provide remedial correction when required.
- Ensure appropriate departmental policies and procedures are developed, maintained and followed.
- Manage tenant relationships and property maintenance for tenant occupied buildings, and foreclosure properties.
- Provide recommendations for departmental expenditures and participate in the annual budget process.
- 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
- Poughkeepsie, NY 12603
- 9/14/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
To coordinate and implement the recruitment, and entry of employees to the Mohonk Mountain House workforce. To maintain records, provide reports and coordinate and assist managers as needed. To pro-actively seek and implement programs to recruit new staff to Mohonk Mountain House, and to seek, and take advantage of opportunities that occur for attracting new staff to Mohonk Mountain House. To coordinate and implement efforts associated with hiring workers from out of the U.S., including responsibility for successful procurement and use of H2B and J-1Visas.
ESSENTIAL JOB FUNCTIONS:
- Maintain confidentiality and use discretion and proper judgment in all matters, at all times.
- Demonstrate a thorough understanding of EEO, ADA, and other related employment laws and guidelines.
- Maintain and ensure compliance with applicable equal employment opportunity (EEO) and related employment laws and regulations.
- Organize and attend job fairs, school/campus events, and other networking opportunities to recruit candidates using various methods, including, but not limited to advertising, contacting schools/campuses, and other hotels.
- Take responsibility for performing all functions necessary for procuring H2B Visas for Mohonk each year, as well as coordinating the J-1 program.
- Act as primary contact for all international staff; organizes trips (shopping, medical appointments, cultural, flight arrival/departure, transportation needs, etc.); provide counseling/coaching sessions, etc.
- Identify and implement efficient and effective recruiting methods and strategies based on the available role, industry standards, and the needs of the organization.
- Travel nationally/internationally for recruitment purposes for up to three weeks at any given time two to three times per year.
- Assume full responsibility for advertising and conducting on-site job fair(s) at least once a year at Mohonk, typically in the late winter/spring period.
- Supervise two employees as direct reports
- Review and screen applications and resumes as necessary. Coordinates activities on the career web site.
- Coordinate use and maintenance of the Mohonkjobs.com web site, ADP recruitment process, etc.
- Alert hiring managers to candidates of interest. Interviews and tests candidates as requested by managers, as well as pro-actively.
- Follow up with hiring managers after the interview process to determine whether a placement can be made; collects feedback when placement is unsuccessful.
- Arrange meeting locations, travel, and/or accommodations for applicants and company managers when necessary.
- Coordinate and develop proficiency in any processes used in the screening of candidates, including but not limited to the use of the Mohonk Mountain House Careers web site, use of any testing programs, background checks, etc.
- Maintain current driving license records for all staff whom drive Mohonk Mountain House and/or guest vehicles. Run reports and monitor.
- Serve on the Ulster County Workforce Development Board.
- Work with local staffing agencies to temporarily fulfill positions.
- Conduct and record, or coordinate results of reference checks on all prospective employees prior to offering employment.
- Maintain contact and provide dialogue and progress reports to hiring managers and the Director of Human Resources during the recruiting process.
- Contact chosen candidates to extend offers of employment, and coordinate their entry into the Mohonk work force.
- Respond in writing, when appropriate, to inquiries from applicants.
- Maintain files, as appropriate, including those for the hiring of various positions, and files of applications and resumes received.
- Maintain application forms, interview notes and reference and background checks in a discrete and orderly fashion.
- Conduct and/or assists with the employee entry process, including, but not limited to ensuring that all necessary documentation is properly executed, including but not limited to 1-9, tax forms, necessary work permits, hire authorizations and conducting New Employee Orientation when requested.
- Provide coverage and assistance with any of the other positions that are part of the Human Resources Division, as requested by the Director of Human Resources.
- Coordinate the hiring and entry in to the Mohonk work force of foreign workers.
- Maintain in-house and internet based job posting board.
- Coordinate and organize day to day tasks associated with managing employee dormitory and management housing, including annual reviews and submission of related projects.
- Copy, scan, fax, or email documents to/for managers or outside agent, as requested.
- Assist with special projects, clerical and administrative tasks within the Human Resources Office.
- Work in office setting subject to continuous interruptions and background noises.
- Demonstrate professionalism and positively reactive in an area where people move in and out freely and quickly and be able to move focus from job at hand to person in reception window, at the moment.
- Work extended periods of time viewing a computer video monitor and/ or operating a keyboard.
- File letters, correspondences, reports, etc. in file cabinet drawers ranging from 1’ to 7’ from the floor.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook, MS Publisher
- 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.
- 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, stand, climb up/down ladders or sit for up to 5 hours at a time.
- Lift up to 40 pounds from ground level to waist and carry a distance of up to 25 feet with/ without assistance. Walk up to 4 miles per day.
- 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.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Make oneself available for emergency situations 365 days per year/24 hours per day.
- 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.
- Participate in employee special events, parties, as requested.
- Participate in providing coverage as Manager-On-Duty for the hotel.
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.
At least five years managing all phases of the recruitment and hiring process 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
- 9/9/24
General Summary:
Provide support to Commercial Lenders; Provide assistance with daily duties in underwriting, manage existing portfolio, draw downs, wire transfers, and credit line increases/renewals.
Essential Duties and Job Responsibilities:
- Collect/review all required financial data prior to submission to Credit, pre-closing and post-closing.
- Spread all business returns, financial statements, personal financial statements rent rolls.
- Run all D&B and Experian credit reports. UCC Searches.
- Complete all HMDA forms.
- Lender portion of loan presentations.
- File all documents, create new files.
- Review/approve all financial information request letters prior to mailing to customer to ensure request is accurate and timely. Manage financial information collection process.
- Review/manage pending loan maturities 90 days prior to maturity date to ensure there are no administrative past dues and to eliminate last minute extensions.
- Correspond with loan officer and customer to take inventory on financials and determine whether all information for expiring loans is collected. Then follow everything under the first bullet above.
- Identify/address credit weaknesses/deficiencies, including non-compliance with financial covenants.
- Manage annual reviews; identify/report significant changes in financial status of borrowers, guarantors, or appraised values, etc.
- Monitor/ Update classified loans on a quarterly basis.
- Quarterly Problem loan reports.
- Quarterly Portfolio Review Committee reports.
- Weekly credit/portfolio meetings.
- Review assigned portfolio with Executive Management and Relationship Managers quarterly.
- Interfacing with loan review, regulators and/or auditor as required, including follow up on cited loans
- Assist in managing Credit file documents to ensure all appropriate information is updated and maintained, such as credit memos, financials, correspondence, etc.., and all outdated information is removed.
- Handle special projects as assigned. Work closely with all members of the loan floor with all facets of loan process.
- Manage closing checklist with Administration.
- Assist Team Leader, Commercial Loan Officers as needed with client interaction, etc
- Prepare adverse action letters for customers.
- Assist/mentor new portfolio management trainee’s as needed.
- Customer calls with assigned loan officers.
- Manage site inspection process.
- Review of loan documents prepared in house or by bank counsel to verify compliance with original credit approval.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: Bachelor’s Degree required in Accounting, Finance, Business, or Economics.
Preferred: MBA or equivalent a plus.
Experience:
Required:
Preferred: 5 Years Banking Experience preferred
KNOWLEDGE, SKILLS, ABILITIES:
Role-Based Competencies:
- Must be a self-starter with initiative.
- Exceptional customer service ability.
- Excellent verbal and written communication skills.
- Excellent problem-solving and analytical ability.
- Represent bank in professional and friendly manner.
- Must have strong interpersonal skills.
- Must be proficient in Microsoft Office software and be able to quickly master the Bank’s operating system.
- Leadership- This position requires someone with strong communication and leadership skills. Need the ability to maintain a positive demeanor, handle difficult situations and have an open mind. Needs to be able to handle change and pressure. Needs to coach, cross train and motivate employees. Needs the ability to assist customers and employees in a professional manner.
- Confidentiality - This position requires a high level of confidentiality. This position has access to customer's financial information and personal information, employee records, and security and closing procedures.
- Communication- This position has a high level of contact with the public and departments. This position also interacts with a large number of internal and external contacts. Must be able to communicate effectively with vendors as needed.
- Multitasking/Sound Judgment- Needs the ability to multitask, quick and accurate decisions and be organized. Decisions need to be made in the best interest of the bank while mitigating any risk to loss. Must be able to handle various processes at the same time, ie: taking customer calls while processing daily work or working on projects.
- Computer Skills/Technology- This position requires a high volume of computer usage, including core systems, vendor sites, new product testing, etc. Should be familiar with copier/scanner/shredder equipment.
WORK ENVIRONMENT:
- Flexibility to work additional hours including nights, weekends and holidays, as required.
- Typically the noise level in the work environment is low to moderate.
- Will have high volume of interactions in person and over the telephone.
- Fast-paced environment.
- May experience occasional job stress in response to job demands.
- There are no significant hazardous conditions.
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods of time.
- Frequently required to talk and hear.
- Normal range of vision and hearing abilities required.
- Mobility required greeting and assisting employees and visitors.
- Frequently required to skillfully operate a computer, telephone and other standard office equipment.
- Occasionally travel outside of work location to attend meetings and training programs.
- 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
- 57,500 - 70,000 Year
- 212 Dolson Avenue, Bronx, NY 10461
- 9/6/24
General Summary:
General processing and providing service to clients in a professional and courteous manner. Position includes direct contact with clients on a daily basis; assisting with inquiries on various bank products and services. This position is responsible for overseeing the daily processing in the operations area, reporting directly to the Manager of Deposit Operations and Cash Management Support. This position includes heavy call volume and processing in deposit operations.
Essential Duties and Job Responsibilities:
DAILY PROCESSING
- Process daily exceptions including overdrafts and returns. This includes reporting delinquent accounts as necessary and following up with account officers to collect aging overdrafts.
- Process debit card and credit card requests- including all claims.
- Reconcile Deposit Operations GLs daily.
- Review watch status report and take appropriate action.
- Process charge backs and returned deposited items.
- Process Deposit Escrow transactions
- Review and process wire transactions
- Answer all phone calls that come into the bank’s main switchboard. Route calls appropriately or respond to client needs.
MONTHLY AND QUARTERLY PROCESSING
- Process various reports, monthly and quarterly. This includes the GL quarterly reporting.
- IOLA funds remittance
- Quarterly reporting to VISA.
- Account Analysis Processing-entry and maintenance as required
OTHER RESPONSIBILITIES
1. Private Banking requests- meet or exceed established one hour SLA
2. Process Restraints, Levies and Subpoenas as required- contact the bank’s Attorney as needed
3. Coordinate all debits and replies to the US Treasury for reclamations.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: College Degree/attending College
Experience:
Required: 5+ years similar or related experience
Preferred: 8+ years similar or related experience
KNOWLEDGE, SKILLS, ABILITIES:
- Confidentiality - This position requires a high level of confidentiality. This position has access to customer's financial information and personal information.
- Communication- This position has a high level of contact with the public and departments. Must be able to communicate effectively.
- Multitasking/Sound Judgment- Needs the ability to multitask, quick and accurate decisions and be organized. Decisions need to be made in the best interest of the bank while mitigating any risk to loss. Must be able to handle various processes at the same time.
- Computer Skills/Technology- This position requires a high volume of computer usage, including core systems, vendor sites, etc. Should be familiar with copier/scanner/shredder equipment.
WORK ENVIRONMENT:
- Flexibility to work additional hours including nights, weekends and holidays, as required.
- Typically the noise level in the work environment is low to moderate.
- Will have high volume of interactions in person and over the telephone.
- Fast-paced environment.
- May experience occasional job stress in response to job demands.
- There are no significant hazardous conditions.
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods of time.
- Normal range of vision, speech and hearing abilities required.
- Mobility required greeting and assisting employees and visitors.
- Frequently required to skillfully operate a computer, telephone and other standard office equipment.
- Travel between all locations of the bank.
- Occasionally travel outside of work location to attend meetings and training programs.
- 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
- 24.00 - 30.00 Year
- 212 Dolson Avenue, Middletown, NY 10940
- 9/6/24
We are seeking an experienced, driven, self-starter to join our team as a Branch Supervisor in our Rhinebeck location. The individual chosen will support branch personnel, providing supervision, coaching, counseling, and assistance in addition to assisting members and potential members with their credit union needs and providing an exceptional member experience. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek.
Responsibilities include but are not limited to:
- Daily supervision and support for all branch personnel, including both the platform reps and the tellers. Assisting branch manager with timesheet processing, performance management, and branch KPI performance and reporting. Assuming the management role in the absence of the branch manager, which includes schedules, trains, and monitors the work of MSRs, answers questions, solves problems, and assisting with complex transactions. Monitoring cross-sell reports to assure sales and referral opportunities are acted upon. Assisting with the coaching and motivation of all branch personnel to assure established goals are obtained and that the Lender Development Program techniques are followed.
- Identifying and taking action to improve the department's operating methods and procedures to assure regulatory compliance while maintaining exceptional member service. Monitoring and editing employee’s time sheets and assisting the manager by providing input for performance reviews.
- Assisting members with opening and closing accounts, IRAs, certificates, and answers questions about products and services and resolves problems that are within their authority to resolve. Referring problems that are beyond their authority to the next level, along with their recommendations. Receiving and processing member financial transactions, including deposits, withdrawals, and loan payments and selling money orders and traveler’s checks to members, and transfers amounts from member accounts as directed.
- Identifying cross sell opportunities and cross sells services to members. Welcoming members and providing routine information concerning services and directing members to appropriate department for specific information and service. Cross-selling credit union products and services.
- Performing a variety of miscellaneous duties including, but not limited to file maintenance, filing, and answering the telephone. Assuring compliance when providing coverage for ATM, TCD and vault reconciliation.
Performance Measurements include:
- Assuring member service is top priority, which includes treating members and other employees professionally with courtesy and respect, supporting and abiding by the MHV Brand Standards/Guidelines and being a good team player. Is supportive of organizational plans, initiatives, and direction. Maintaining a professional work environment and businesslike appearance and presents a professional image at all times.
- Carrying out supervisory responsibilities in accordance with policies and applicable laws, responsibilities include but are not limited to employee relations, problem solving, and performance coaching. Limiting credit union vulnerability by assuring cross-training and providing management coverage in the absences of the branch manager.
- Exercises judgment, initiative, and direction regarding transactions, policies, and procedures.
- Supporting individual, branch and organizational goals by providing support, direction and encouragement to assigned staff members. Conducting monthly coaching sessions and holds staff accountable for performance.
- Demonstrating the ability to guide others to work towards common objectives, which includes developing cooperation and teamwork, demonstrating ability to delegate responsibility. Scheduling MSRs to meet member demand at a minimum cost. Developing and improving the knowledge and skills of assigned MSRs. Assisting the credit union in achieving its Strategic Goals for the year and coaching staff to do the same.
- Reviewing employee sales activity and coach regularly. Shadowing, monitoring and suggesting additional training needs to the department manager. Assisting with the setting and monitoring of monthly goals. Holding monthly sales meetings that include role playing, promotional development and goal attainment.
- Staying abreast of current trends affecting the financial services industry, which includes having an overall knowledge of the credit union, its policies and procedures and continually expanding knowledge and develop skills.
Knowledge and Skills:
- One year to three years of similar or related experience.
- A high school education or GED.
- Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Strong time management: ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; above average interpersonal skills; strong computer skills (i.e., Microsoft Office). Must be able to motivate others.
- Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation.
- Normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6 8 hours per day, when necessary.
- Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- Must be able to routinely perform work indoors in climate controlled shared work area with minimal noise.
- Must be able to perform job functions independently or with limited supervision and work= effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
- Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.
Benefits include:
- Medical, Dental and Vision - with no waiting period for coverage!
- 401(k) with employer match and non-elective employer contribution
- Paid Vacation, Sick time and Holidays
- Life Insurance
- Short-Term and Long-Term Disability Insurance
- Employee Assistance Program
- Tuition Assistance Program
- Professional Development Programs
- Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
- Full Time
- Immediately
- 28.00 Hour
- PO Box 1429, Kingston, NY 12402
- 9/4/24