Relationship Manager - Nottingham Direct Team

Community Financial System, Inc.•Syracuse, NY

1d•Remote

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. 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
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

Responsibilities

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
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
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
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
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