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To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and
Posted Today
Community Bank System, Inc.
- South Burlington, VT / Burlington, VT / Williston, VT / 2 more...
A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the
Posted 2 days ago
Routinely perform transactions on service line to provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refers customers accordingly Con
Posted 5 days ago
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar
Posted 5 days ago
Community Bank System, Inc.
- Rochester, NY / Wilkes Barre, PA / Williston, VT
A Credit Underwriter 2 is responsible for spreading mid to complex financial statements in compliance with Bank standards; preparing Credit Offering Memorandums on mid to complex borrowers in concert with Commercial Lenders for consideration of commercial loan approval; compilation of the borrower's total bank relationship; managing personal workload to ensure completion
Posted 5 days ago
Community Bank System, Inc.
- Rochester, NY / Wilkes Barre, PA / Williston, VT
A Credit Underwriter 2 is responsible for spreading mid to complex financial statements in compliance with Bank standards; preparing Credit Offering Memorandums on mid to complex borrowers in concert with Commercial Lenders for consideration of commercial loan approval; compilation of the borrower's total bank relationship; managing personal workload to ensure completion
Posted 5 days ago
The function of the Financial Consultant I is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non bank prospects in a given territory. Maintain profic
Posted 7 days ago
A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures. A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM
Posted 8 days ago
Community Bank System, Inc.
- Essex, VT / Burlington, VT / South Burlington, VT
At Community Bank System, Inc. (CBSI), 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 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth
Posted 14 days ago
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar
Posted 15 days ago
A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the
Posted 16 days ago
Routinely perform transactions on service line to provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refers customers accordingly Con
Posted 16 days ago
Community Bank System, Inc.
- South Burlington, VT
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar
Posted 16 days ago
Community Bank System, Inc.
- Dewitt, NY / Albany, NY / Buffalo, NY / 4 more...
Understand and adhere to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing. Abide by the CBSI Internal Audit Department Charter. Participate in audit planning as coordinated by the Auditor In charge. Discuss objectives, scope and budget as assigned. Prepare for audit steps assigned, through research and understa
Posted 19 days ago
As a member of the Retail Banking Team, the Mortgage Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Consultant is responsible for establishing and maintaining stro
Posted 21 days ago
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