Municipal Banking Officer 2

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 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.

Perform the role of Relationship Manager for Municipal customers across the assigned territory. Responsible for achieving individual growth and profit objectives and managing a customer base. Duties include: achieving both growth objectives and calling goals for Municipal banking clients, developing and serving designated markets to include Vermont, New York, Pennsylvania and Massachusetts, managing and growing a customer base. Create opportunities to sell a full suite of treasury management products and services including, but not limited to, web-based information reporting systems, ACH origination, account reconciliation services, cash concentration and sweep services, Lock Box services, Remote Deposit Capture, Tax Collection services and fraud preventative tools.

Essential Responsibilities:

• Market specialized financial services to state, county and local Municipal bodies, school districts, towns, utilities and other special districts and other public and quasi-public entities. Provide Municipal sales leadership and mentorship, assistance and advice to branches across the Bank's footprint in order to promote a Municipal sales environment within the branches. Actively manage portfolio of Municipal relationships. Aim toward business retention and cross-selling of existing customers. Aim toward optimizing overall profitability of the portfolio.
• Market specialized treasury management services to municipal customers. Provide treasury management sales leadership, assistance and advice to area branches in order to promote a treasury management sales environment within the area branches, in conjunction with Treasury Management Officers.
• Achieve growth, profit and market share objectives. Lead sales process by attending sales calls, identifying appropriate conferences, structuring proposals and sales training. Proactively call on existing and prospective customers to generate fee income, product depth, and loan (where appropriate) and deposit growth. Be active in the community to develop market presence. Key measurements will be growth in group's deposit portfolio, deposits booked, and fee income.
• Credit Policy should be understood and exceptions to policy should be noted and mitigated.
• Work constructively with other members of the Municipal Banking team to provide exceptional customer service. A key measure will be customer retention and satisfaction.
• Provide mentorship to the Municipal Administrator(s) and Municipal Associate(s).
• Lead the team by providing direction in proposed pricing, request for proposal origination, customer inquiries and marketing strategies.
• Understand the Bank's business model, strategy and plans. Develop broader knowledge base of Municipal Banking, Treasury Management and other Community Bank products and services, including financing strategies, documentation, structuring and regulatory requirements.
• Develops and fosters ongoing partnerships with various lines of business and ensures that sales and marketing goals are achieved.
• Travel within Vermont, New York, Pennsylvania and Massachusetts which include various commercial, industrial, and institutional customer environments (not required to involuntarily enter areas where personal protective equipment is mandated).

Ancillary Duties:

As an integral member of the Municipal Banking Division this position is also responsible to provide assistance wherever necessary to help the Division and the Bank in achieving its goals and objectives

Education, Training and Requirements:

• B.S. or B.A. degree or equivalent in experience.
• All applicants must be 18 years of age or older.

Skills:

• Strong interpersonal skills; Ability to build strong relationship with customers and employees; proven strong judgement and business acumen; ability to multi-task and prioritize workload; works independently; analyzing and assessing risk; collaborative problem solving; effective communication skills; strong organizational skills; demonstrated proficiency in computers/technology; familiarity with and ability to abide by banking procedures and regulations; familiarity with or aptitude to learn branch hardware and software platforms. Willingness to master use of electronic products and bank services offered.

Experience:

• 3-5 years Municipal and or Treasury Management banking experience required, including 2 years business development and/or sales experience.

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.