Nottingham Direct Relationship Manager (On-Site)

Community Financial System, Inc.•Syracuse, NY

5h•Onsite

About The Position

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. We are seeking a highly motivated and client-focused Relationship Manager to join our team to serve as the primary point of contact for clients in our Nottingham Investment Services Direct Channel. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, delivering a high-quality service experience through remote channels such as phone, video conferencing, email, and secure messaging. This role is ideal for a service-oriented professional with strong financial acumen, excellent communication skills, and a passion for building lasting client relationships in a digital-first environment.

Requirements

3-5 years of prior experience in financial services, preferably in a client-facing role
Registrations: SIE, Series 7, 66 (or 63 and 65), Life, Accident and Health Insurance license, if unlicensed at time of hire, to be obtained within three months of starting at the firm
Strong understanding of investment products, financial planning concepts, and banking services
Detail oriented with superior organizational skills and ability to prioritize
Proven track record of building and managing client relationships
Strong understanding of investment products, financial planning concepts, and banking services
Excellent verbal and written communication skills
Comfortable working in a fast-paced, technology-driven environment
High level of emotional intelligence, empathy, and professionalism
Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and Internet applications
Experience with CRM platforms
Familiarity with virtual communication tools (Zoom, Microsoft Teams, secure messaging platforms)
Team player with the ability to collaborate with others
Goal oriented, self-motivated and results driven
Commitment to excellence and a high level of integrity
All applicants must be 18 years of age or older

Responsibilities

Client Relationship Management
Serve as the dedicated relationship manager for a defined group of clients, managing all aspects of the client relationship virtually
Act as a trusted advisor, understanding each client’s unique financial goals, preferences, and life circumstances
Proactively engage with clients on a regular basis to ensure satisfaction, retention, and growth of the relationship
Service & Support
Provide prompt, accurate, and tailored responses to client inquiries and requests through virtual channels
Coordinate with internal departments (e.g., operations, compliance, investment teams) to resolve issues and fulfill client needs efficiently
Financial Guidance & Cross-Selling
Identify opportunities to deepen client relationships by cross-selling financial products and services that align with their goals
Conduct financial reviews and recommend strategies in collaboration with financial advisors, portfolio managers, or product specialists
Digital Engagement
Leverage digital tools and platforms to enhance the virtual client experience
Educate clients on digital banking and investment services to encourage adoption and self-service
Compliance & Documentation
Ensure all client interactions and transactions comply with regulatory standards and internal policies
Maintain accurate and up-to-date client records and meeting notes in CRM systems
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