Treasury Management & Government Banking Junior Analyst - Part Time (20 hrs. per week)

Community Financial System, Inc.•Latham, NY

12d

About The Position

The Treasury Management & Government Banking Junior Analyst provides administrative, reporting, and operational support to the Treasury Management, Government Banking, and Commercial Banking teams. The position assists with data collection, report preparation, departmental tracking, and special projects, and reports directly to the Senior Treasury Management & Government Banking Financial & Data Analyst. The role provides hands-on experience supporting departmental initiatives and an opportunity to develop knowledge of Treasury Management products, Government Banking services, Commercial Banking operations, data reporting processes, and banking industry analytics. The position is part-time, scheduled for 20 hours per week. Compensation is commensurate with experience, with potential for an annual merit increase.

Requirements

Must be at least 18 years of age.
Strong proficiency in Microsoft Excel, including PivotTables, formulas, data validation, and reporting.
Proficiency in Microsoft Word, PowerPoint, and Outlook.
Strong data analysis, reporting, and problem-solving skills.
Strong attention to detail and organizational skills.
Effective verbal and written communication skills.
Ability to prioritize tasks and meet deadlines.
Strong customer service and interpersonal skills.
Ability to work independently and as part of a team.

Nice To Haves

Associate degree in Business, Finance, Accounting, Data Analytics, or a related field; equivalent combinations of education and experience may be considered.
Up to two years of banking, financial services, accounting, administrative support, reporting, or data-related experience preferred.
Familiarity with Power BI, Tableau, or other reporting and data visualization tools.
Exposure to SQL, Snowflake, or other reporting and analytics platforms.
Familiarity with banking systems such as Jack Henry, Xperience, Synapsys, or related platforms.
Interest in Treasury Management, Commercial Banking, or Government Banking services.
Recent college graduates or candidates with relevant coursework are encouraged to apply.

Responsibilities

Assist with preparing and distributing recurring and ad hoc departmental reports.
Gather, organize, and maintain data related to Treasury Management, Government Banking, and Commercial Banking activities.
Update tracking spreadsheets, databases, reports, dashboards, and departmental records.
Assist with sales, referral, pipeline, and customer activity reporting.
Support preparation of presentations, meeting materials, management reports, dashboards, and reporting packages.
Review reports for accuracy, escalate discrepancies as appropriate, maintain reporting schedules, and assist with report distribution.
Provide administrative and reporting support to Treasury Management Officers, Government Banking Officers, Commercial Banking Officers, and department management.
Assist with ensuring the accuracy of customer relationship, deposit, loan, and portfolio information.
Gather customer and prospect information to support business development efforts.
Gather data and prepare reports for customer portfolio reviews and identification of product and service opportunities.
Respond to internal information requests and assist with customer-related research.
Assist with Commercial Banking reporting and data requests related to Treasury Management and Government Banking relationships.
Collaborate with Deposit Operations, Finance, Commercial Support Services, Commercial Banking, IT, and other departments to obtain information for reporting, analysis, and special projects.
Assist with documenting processes, procedures, and departmental records.
Collect and organize requested documentation and information for audits, examinations, and internal reviews.
Participate in testing reporting tools, dashboards, system enhancements, and process improvements.
Assist with special projects and departmental initiatives as assigned.
Perform routine administrative and operational duties supporting Treasury Management, Government Banking, and Commercial Banking activities.