Jobs in Jericho Chittenden County, VT
218 positions found — Page 7
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. We are looking for a SIU Investigator (mid-level). Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
~2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
~ Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
~ Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
~ Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
US military experience through military service or a military spouse/domestic partner
This is an hourly position.
Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Work Where You Matter
At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General. How would you like to Serve? Join the Dollar General Journey and see how your career can thrive.
Company Overview
Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Learn more about Dollar /about-us.html.
Job Details
GENERAL SUMMARY:
The Lead Sales Associate helps maintain a clean, well-organized store with a customer-first focus. The duties of the Lead Sales Associate include assisting customers in locating and purchasing merchandise, operating a cash register, stocking and recovering merchandise, cleaning the store, and performing other duties as assigned by the Store Manager to maximize store profitability and customer satisfaction while protecting company assets. Lead Sales Associates perform the duties of a Sales Associate and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager.
DUTIES and ESSENTIAL JOB FUNCTIONS:
* Provide superior customer service leadership; greet and assist customers.
* Operate cash register and scanner to itemize and total customer's purchase, collect payment from customers and make change, bag merchandise, and assist customers with merchandise as necessary.
* Follow company work processes to receive, open and unpack boxes, cartons and totes of merchandise; stock merchandise, restock and rotate merchandise on shelves, and build merchandise displays.
* Clean the store; take out trash; dust and mop store floors; clean restroom and stockroom; and help set up sidewalk displays.
* Assist in implementation and maintenance of planograms.
* Open and close the store under specific direction of the Store Manager.
* Perform additional duties typically performed by the Store Manager or Assistant Store Manager, in their absence.
Qualifications
KNOWLEDGE and SKILLS:
* Effective interpersonal and oral communication skills.
* Understanding of safety policies and practices.
* Ability to read and follow planogram and merchandise presentation guides.
* Ability to perform mathematical calculations such as addition, subtraction, multiplication, division, and percentages.
* Ability to perform cash register functions.
* Knowledge of cash, facility, and safety control policies and practices.
* Knowledge of cash handling procedures including cashier accountability and deposit control.
* Ability to drive own vehicle to the bank to deposit money.
WORK EXPERIENCE and/or EDUCATION
High school diploma or equivalent and six months of supervisory experience (or related experience/training) preferred.
WORKING CONDITIONS:
* Frequent walking and standing
* Frequent bending, stooping, and kneeling to run check out station, stock merchandise and unload trucks; which may also require the ability to push and/or pull rolltainers for stocking merchandise
* Frequent handling of merchandise and equipment such as handheld scanners, pricing guns, box cutters, merchandise containers, two-wheel dollies, U-boats (six-wheel carts), and rolltainers
* Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds
* Occasional climbing (using step ladder) up to heights of six feet
* Fast-paced environment; moderate noise level
* Occasional exposure to outside weather conditions
* Occasional or regular driving/providing own transportation to make bank deposits, attend management meetings and travel to other Dollar General stores.
Dollar General Corporation is an equal opportunity employer.
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New Hire Starting Pay Range: 16.
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Work Where You Matter
At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General. How would you like to Serve? Join the Dollar General Journey and see how your career can thrive.
Company Overview
Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Learn more about Dollar /about-us.html.
Job Details
GENERAL SUMMARY:
Function as a Cashier and/or Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager. Assist in setting and maintaining plan-o-grams and programs. Provide exemplary customer service. Perform other duties as necessary to maximize profitability, customer satisfaction, and teamwork, while protecting company assets and reducing losses.
DUTIES and ESSENTIAL JOB FUNCTIONS:
* Unload trucks according to the prescribed process for the store.
* Follow company work processes to receive, open and unpack cartons and totes.
* Stock merchandise; rotate and face merchandise on shelves and build merchandise displays.
* Restock returned and recovered merchandise.
* Order zones and drop shipment categories, following prescribed ordering practices, as assigned by the Store Manager.
* Assist in plan-o-gram implementation and maintenance.
* Assist customers by locating merchandise.
* Bail cardboard and take out trash; dust and mop store floors; clean restroom and stockroom.
* Greet customers as they enter the store.
* Maintain register countertops and bags; implement register countertop plan-o-grams.
* Operate cash register and flatbed scanner to itemize and total customer's purchase; bag merchandise.
* Collect payment from customer and make change.
* Clean front end of store and help set up sidewalk displays.
* Help to maintain a clean, well-organized store and facilitate a safe and secure working and shopping environment.
* Provide superior customer service leadership.
* Follow company policies and procedures as outlined in the Standard Operating Procedures manual, Employee Handbook, and company communications.
* Open and/or close the store under specific direction of the Area Manager.
In the Absence of the Store Manager or Assistant Store Manager:
* Authorize and sign for refunds and overrides; count register; make bank deposits.
* Assist in maintaining strict cashier accountability, key control, and adherence to company security practices and cash control procedures.
* Monitor cash levels and make appropriate drawer pulls as directed by the Store Manager.
* Monitor cameras for unusual activities (customers and employees), if applicable.
* Supply cashiers with change when needed.
* Complete all required paperwork and documentation according to guidelines and deadlines as assigned.
Qualifications
KNOWLEDGE and SKILLS:
* Ability to perform mathematical calculations such as addition, subtraction, multiplication, division, and percentages.
* Knowledge of cash handling procedures including cashier accountability and deposit control.
* Ability to perform IBM cash register functions.
* Knowledge of cash, facility and safety control policies and practices.
* Effective interpersonal and oral & written communication skills.
* Understanding of safety policies and practices.
* Ability to read and follow plan-o-gram and merchandise presentation guidance.
WORK EXPERIENCE and/or EDUCATION:
* High school diploma or equivalent and six months of supervisory experience (or related experience/training) preferred.
WORKING CONDITIONS
* Frequent walking and standing
* Frequent bending, stooping, and kneeling to run check out station, stock merchandise and unload trucks; which may also require the ability to push and/or pull rolltainers for stocking merchandise
* Frequent handling of merchandise and equipment such as handheld scanners, pricing guns, box cutters, merchandise containers, two-wheel dollies, U-boats (six-wheel carts), and rolltainers
* Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds
* Occasional climbing (using step ladder) up to heights of six feet
* Fast-paced environment; moderate noise level
* Occasional exposure to outside weather conditions
* Occasional or regular driving/providing own transportation to make bank deposits, attend management meetings and travel to other Dollar General stores.
Relocation assistance is not available for this position.
Dollar General is pleased to offer a wide range of benefit programs designed to care for the physical, mental and financial well-being of our employees and their families. Available benefit programs include health insurance coverage options, a variety of supplemental programs, 401(k) Savings Plan, paid sick leave (where required by law), vacation, paid maternity and parental leave, and many more. Eligibility and waiting period requirements may apply. See /benefits for additional details.
Dollar General Corporation is an equal opportunity employer.
Note: Applications will remain open until a candidate is selected and has accepted.
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New Hire Starting Pay Range: 16.
Company Background
Hayward Tyler, Inc. is a fabrication and engineered solutions company primarily engaged in serving the commercial nuclear power market. We design and manufacture OEM replacement parts, pressure vessels, heat exchangers, strainers, pumps, valves, structural supports and many other products. Offering both build to print and engineered to order integrated solutions, we have the highest level of certifications in the field including ASME code N, NPT, NS, NA, U, and NBIC R and NR.
Role Summary
Reporting to the Quality Assurance Director, the Quality Assurance Supervisor has day-to-day responsibility over the Hayward Tyler, Inc.’s [Nuclear] Quality Program that includes execution of our processes and procedures that define the way we meet the requirements of the Nuclear Regulatory Commission (NRC), ASME B&PV Code, and US Law to ensure our products and services meet the most stringent quality expectations of our customers. This important role is also responsible for the oversight of the output and training of the Quality Control Inspection team. The Quality Assurance Supervisor can also be part of increasing efficiency of HTI through continuous improvement.
Functional Goals
• Facilitation of the HTI Quality Program.
• Successful completion of audits from regulators, certifying organizations, and customers.
• Participates in vendor audits/surveys as required.
• Witnessing vendor activities as required.
• Qualification of Quality Control inspectors.
• Qualification of Quality Assurance personnel.
• Functions as an Authorized Nuclear Inspector interface with the company.
• Along with the Quality Assurance Director, the supervisor reviews the applicable ASME B&PV Code Sections and can make suggestions for changes to the QA Manual for future implementation and improvements as necessary.
• Reports on a regular basis to the Quality Assurance Director on the status and adequacy of the QA program.
• Strives for department deliverables to be right first time.
• A champion for building Quality into all aspects of the business.
• Provides back-up to Quality Assurance Director on all key functions.
Principal Duties
Site Leadership
The Quality Assurance Supervisor serves as the primary Quality contact at the Vermont site, working closely with cross-functional teams, while reporting to the Quality Assurance Director at Hayward Tyler, Inc. in Vermont. This position oversees all QA activity at the Vermont facility, and ensures compliance with company quality standards, regulatory requirements, and customer expectations. Keep management informed of the status of QA issues impacting production, personnel, and product deployment.
Quality Activities
This position leads the Quality department at Hayward Tyler and is responsible for all Quality activities. Quality functions break down into three main areas:
• Quality Assurance
Works with the QA Director to develop and maintain the Quality Program, including the Quality Manual, Policies, Procedures, and Processes to adhere to the requirements of the Nuclear Regulatory Commission, ASME Boiler and Pressure Vessel Code, and US Law. Ensures that quality requirements for contracts are properly converted to internal actionable items, and that the ASL and vendor qualifications are audited to meet our stringent requirements. Responsible for maintaining the qualification and certification of inspectors, internal/external auditors, nondestructive examiners and welders.
• Quality Control
Responsible for the review, the control, and to assure the product and the processes for quality are followed in accordance with our program. This includes contract and supplier purchase order review, material control, calibration, product inspection, destructive and non-destructive testing, and ASME B&PV Code activities.
• Quality Improvement
Responsible for working with the QAD to drive down the cost of quality from both internally and externally manufactured products and services. Major focus is internally generated errors and warranty costs. Responsible for driving a “right the first time” culture.
The Quality Assurance Supervisor also participates in the efforts to recruit, train, review, and mentor the Quality staff. They also may represent Hayward Tyler and its commitment to Nuclear Quality on ASME Committees, NIAC and other nuclear industry organizations and events.
Minimum Qualifications:
• AS in Engineering or equivalent job experience (2 plus years in technical position)
• Work experience in a Quality Assurance role in the commercial nuclear industry preferred.
• Commercial Nuclear audit experience required with Lead Auditor qualification preferred.
• ASQ Certified Quality Engineer, or Auditor is a plus.
• Fundamental understanding of the audit process including types of audits, planning, preparation, execution, reporting results and follow-up.
• Capability to learn and develop NDE experience from the organization.
• ASME B&PV Code experience in Section III and/or Section VIII preferred.
• Developed understanding of problem-solving and quality improvement tools and techniques. This includes knowledge of planning tools, quality tools, preventive and corrective actions, and how to overcome barriers to quality improvements.
• Fundamental understanding of quality philosophies, principles, systems, methods, tools, standards, organizational and team dynamics, customer expectations and satisfaction, supplier relations and performance, leadership, training, interpersonal relationships, improvement systems and professional ethics.
• Fundamental understanding of a quality system and its development, documentation and implementation to domestic and international standards or requirements.
• Ensures that work/escalated issues are addressed and completed in a timely manner and that delays and revised time frames are communicated.
• Ability to read & interpret ASME Code, engineering drawings, standards and specifications.
• Expected travel is up to 15% yearly.
• Proficient in Word, Excel, PowerPoint, Outlook and the Internet.
• Strong leadership, interpersonal, analytical and problem-solving skills.
• Highly ethical, collaborative, detail oriented, organized and highly motivated.
• Other duties as required.
Anesthesiologist – Rutland Regional Medical Center (Vermont)
Rutland Regional Medical Center is seeking a Board-Certified or Board-Eligible Anesthesiologist to join our dynamic surgical team. This position offers the opportunity to practice a full spectrum of anesthesia services in a supportive, hospital-employed environment.
Position Highlights:
- Comprehensive Anesthesia Services: Provide anesthesia care for a variety of surgical procedures, including general, orthopedic, and outpatient surgeries.
- Collaborative Environment: Work alongside a skilled team of CRNAs and anesthesiologists in a Level III trauma center.
- State-of-the-Art Facilities: Utilize advanced equipment and technology to deliver high-quality patient care.
Compensation & Benefits:
- Competitive salary with productivity incentives.
- Comprehensive benefits package including health, vision, and dental insurance.
- Malpractice insurance with tail coverage.
- CME allowance and professional development support.
- Retirement plan and other standard hospital benefits.
Why Join RRMC:
- Work-Life Balance: Enjoy a manageable call schedule and supportive work environment.
- Professional Growth: Opportunities to expand clinical expertise and engage in teaching.
- Quality of Life: Live in scenic Vermont with access to year-round outdoor recreation.
Otolaryngologist Opportunity – Rutland Regional Medical Center (Vermont)
Rutland Regional Medical Center is seeking a full-time Otolaryngologist to join its hospital-owned ENT practice. This is an exceptional opportunity to practice comprehensive ENT care in a state-of-the-art facility with a collaborative, hospital-employed team.
Position Highlights
- Clinical Practice: Full-scope ENT practice with opportunities to develop subspecialty interests.
- Team Structure: Work alongside one experienced surgeon and three PAs, providing collaborative patient care.
- Call Schedule: Manageable 1:4 ER call rotation.
- Teaching Opportunities: Potential involvement in resident or student education.
Facilities & Technology
- $24 million state-of-the-art ENT clinic with integrated audiology services.
- Cerner EMR with remote imaging access for streamlined patient management.
Compensation & Benefits
- Competitive Base Salary with productivity-based incentives.
- Sign-On Bonus and relocation assistance (up to $10,000).
- Comprehensive health, vision, and dental insurance.
- Malpractice coverage included.
- Retirement plan and annual CME allowance of $6,000.
Why Join Rutland Regional?
- Work-Life Balance: Flexible schedule and supportive team environment.
- Professional Growth: Opportunities to teach and advance clinical expertise.
- Quality of Life: Enjoy Vermont’s scenic surroundings with year-round outdoor recreation including skiing, hiking, and water sports.
- Community Impact: Join a hospital-owned practice delivering high-quality ENT care in a patient-centered setting.
Hazelett Strip Casting Machines combine the functions of mechanical, electrical, heat transfer and automation to produce materials for many applications. Our continuous casting process is renowned for its high productivity and energy efficiency. We pride ourselves on our robust machine design and in-house manufacturing and assembly capabilities. The materials produced by our machines are used in many applications such as aluminum automotive components, aluminum foil products, lead-acid automotive batteries, and copper wire. If you are detail-oriented and quality-conscious individual with a strong work ethic, let’s connect!
What you will do:
- Maintain a safe, organized, and clean work environment.
- Reads and interprets blueprints, sketches, and CAD design.
- Select appropriate cutting tools, work holding fixtures, and materials for the job.
- Loading material into CNC machines and performing safe and accurate set-up.
- Performs a variety of complicated tasks with the use of complex measuring equipment.
- Operating lifting devices in a safe manner (forklifts, overhead cranes).
- Willing to work Overtime when required to meet deadlines.
- Other duties as assigned.
We are hiring for all shifts to work full time:
1st Shift, flexible schedule options:
- 5x8 Mon – Fri (7:30 am – 4:00 pm)
- 4x10 Mon-Thu / Tues-Fri (6:30 am – 5:00 pm)
2nd and 3rd shift available, 4x10 schedule options Monday - Thursday: *20% shift premium
- 2nd Shift: 4:45 pm – 2:45 am
- 3rd Shift: 8:45 pm – 6:45 am
What you will bring:
- A “Safety First” mindset
- 3+ years of CNC & Manual Machining Experience with tight tolerance and various materials.
- Ability to interpret code/programs and make minor adjustments when necessary.
- Experience using precision measuring equipment (verniers, micrometers, bore gauge, depth gauges, etc.)
- Ability to work in a physically demanding environment, including standing for long periods and performing repetitive tasks.
- Strong communication and interpersonal skills (written & verbal)
- Blueprint Reading, ability to follow written procedures and verbal instructions.
- Forklift, overhead crane, & rigging experience
- Familiarity with common PPE
- Basic understanding of quality control principles.
What we offer you:
20% shift premium.
- Hazelett offers 24 plans through its medical coverage and for most of the plans, Hazelett pays 100% of the premiums.
- Hazelett pays 100% of Dental Premiums for one of the best plans in the state.
- Life, AD&D, Short-Term Disability Insurance.
- Matching 401k after 90 days. Fully vested since you start contributing!
- 8 Company Holidays.
- 4 weeks of paid time off.
- On-site Athletic Trainer.
- Free uniforms with cleaning.
- Free use of our company beach on Malletts Bay and boat mooring at a discounted price.
Why you want this opportunity:
At Hazelett you will have the opportunity to work for a company that is recognized worldwide for our leading metals processing technology. Our continuous casting process is renowned for its high productivity and energy efficiency. We pride ourselves on our robust machine design and in-house manufacturing and assembly capabilities. The materials produced by our machines are used in many applications such as aluminum automotive body components, aluminum foil, lead-acid automotive batteries, and copper wire and cables.
Hazelett is passionately committed to a diverse, equitable, and inclusive work culture. Join us in building a community where differences are our strength, and where everyone has an equal chance to thrive.
Department Focus
The IT function supports business needs and continuous improvement efforts through appropriate technology, and effective information systems and infrastructure.
Job Description and Duties:
Job Summary:
This position is responsible for supporting the Information Technology initiatives at Hayward Tyler Inc. The ideal candidate will be highly motivated and will have practical experience supporting a Windows based network and fundamental networking, PC hardware and software, and computer/networking security knowledge. Ideal candidates will be friendly, courteous, and willing to work as part of a team. Provide training and documentation to end users. You will be primarily responsible for the company’s helpdesk ticketing system, assist with network and system administration, setup and deploy workstations, assist with server maintenance, and participate in on call rotation.
1. End User Support
a. Sets up, configures, and supports end user hardware and software
b. Troubleshoot and fix/repair desktop hardware/software issues at root cause
c. Desire to work with users to ensure the available tools are functioning
d. Quick response to user needs
e. Willingness to spend time helping users understand the best use of available tools
2. End User Training
a. Train staff on the proper/best use of available software
b. Create, update, and maintain end user documentation.
c. Work with departments to build customized documentation and training plans for current and new employees
3. Maintain the IT ticketing system
a. Triage and work incoming tickets
b. Escalate as necessary
4. Product Center Support
a. Provide support for our PLM software.
b. Assist users with adds, moves, and changes in the system.
5. Assist with network support
a. Maintain servers and network hardware
b. Assist with patching of servers
c. Assist with Network/System Administration
Supports Continuous improvement efforts through involvement in structured problem solving and other activities using LEAN concepts.
Minimum qualifications:
• 1-3 years of experience in a support position; customer service or Help Desk type position or a combination thereof.
• Due to sensitive data handling for government contracts, U.S. Citizenship is required.
• An associate degree, or higher, in an IT related field or equivalent work experience.
• Advanced knowledge of Windows operating systems, required. Installation, repair, and troubleshooting.
• Knowledge/experience working with and managing a Microsoft Server based network (Active Directory, DHCP, DNS, File Sharing) is required.
• Experience working with a support ticketing system, required.
• After hours support of business applications is required.
• Some travel may be required.
• Excellent written and verbal communication skills, required.
• Experience working with and supporting the Microsoft Office suite, required.
• Experience administering and maintaining Product Center a plus
• Experience with using and/or administering Microsoft SharePoint a plus.
• Experience supporting mobile devices in the enterprise is a plus.
• IT Industry certifications are also a plus, but not required.
• Strong interpersonal and problem-solving skills
• Outgoing and willing to take the lead on projects and initiatives
• Ability to get things done in a timely manner but yet with high quality and thoroughness
• Detail oriented, organized, and highly motivated
• Positive attitude and willingness to assist wherever needed
• Great attitude towards teamwork and overcoming daily challenges
• Responsible for other duties as assigned
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to:
- Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied.
- Administer and settle trust and estates in accordance with a decedent's Last Will & Testament, Trust Agreement, and/or applicable documents.
- Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate.
- Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations
- Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements.
- Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes.
- Daily review of account activity.
- Perform annual reviews and any other applicable regulatory reviews
- Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures.
- Direct and oversee the transfer of funds, distributions, and payment of invoices.
- Manage, secure, insure, value, and oversee unique/non-standard assets in accounts.
- Prepare interim and final accountings for trusts and estates, as needed.
- Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.).
- Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities.
- Supervise assigned personnel in accordance with all relevant corporate policies
- Provide guidance and training support to Trust personnel and internal/external business partners as needed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Ancillary Duties:
- Perform other related duties as assigned or directed.
Qualifications
Education, Training and Requirements:
- J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred
- All applicants must be 18 years of age or older
- Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply.
Skills:
- Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver's license.
Experience:
- Minimum of five (5) years' experience in trust or wealth management industry or related position preferred.
Other Job Information
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $66,000.00/Yr.
Maximum
USD $108,804.00/Yr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Provide support to trust officers and management to accomplish the duties and requirements of the trust division.
Essential Responsibilities:
- Provides customer service to trust clients, businesses, and professionals.
- Provides support to trust officers and trust management.
- Interacts and provides support and customer service to internal personnel.
- Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
- Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
- Answers incoming calls and takes appropriate action.
- Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
- Establishes and maintains required departmental documentation, files, and records.
- Prepares reports as needed from trust accounting system.
- Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
- Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
- Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
- Processes and analyzes incoming funds in accordance with account agreements and established procedures.
- Prepares daily work entries and general ledger tickets for trust/banking related transactions.
- Prepares documents and handles all aspects of account openings and closings.
- Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
- Reviews and analyzes account overdrafts and takes appropriate action.
- Reviews account transactions for reasonableness and accuracy.
- Performs research to respond to internal and external inquiries.
- Assists with the preparation of proposals, presentations, and other related educational materials.
- Other department duties include research, organizing meetings, making reservations and special projects.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Ancillary Duties:
As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.
Qualifications
Education, Training and Requirements:
- Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience
Skills:
- Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.
Experience:
- At least two years of customer service in banking/financial related field
Other Job Information
Hours: 40hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $19.00/Hr.
Maximum
USD $25.60/Hr.
