Senior Client Advisor

Community Bank • Syracuse, NY

82d • $72,000 - $124,686

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.

Requirements

• High School Diploma.
• Property/Casualty License Required.
• 5 years Insurance Experience Required.
• Working knowledge of Agency Management Systems.
• Ability to use menu-driven software in addition to Microsoft Office (Outlook, Word, Excel).
• Knowledge of Acord forms.
• Self-motivated, ability to work independently and within a team.
• Good organizational skills with the ability to manage multiple tasks efficiently.
• Excellent oral and written communication and interpersonal skills.
• Display trustworthiness, integrity, sincerity and discretion.
• Good customer service skills.
• Attention to detail and accurate record keeping.
• Excellent time management skills.
• Must possess a valid driver's license and clean motor vehicle record.

Nice To Haves

• Experience in the Applied Epic system is a plus but not required.
• An interest in meeting new people and relationship management skills.
• The ability to develop and deliver innovative ideas.

Responsibilities

• Perform each essential duty satisfactorily.
• Maintain Agent/Broker License through continuing education.
• Earn or maintain CISR Designation.
• Ensure ongoing compliance with all laws and regulations applicable to this position.
• Meet all training requirements in a timely manner.

Benefits

• 11 paid holidays.
• Paid vacation.
• Medical, Vision & Dental insurance.
• 401K with generous match.
• Pension.
• Tuition Reimbursement.
• Banking discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED