Job Description
Job Description
Overview
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 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.
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: Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work.
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