Overview
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.
Responsibilities
This position is responsible for entering, maintaining, and verifying customer and deposit account information, customer debit cards, and safe deposit boxes. Has a firm understanding of CBNA offered products, and with the department helps to ensure that all accounts are established and maintained following bank guidelines.
- Enter, maintain and verify customer and deposit account information including, but not limited to:
- Certificate of Deposits
- Debit Cards
- Includes opening new cards, maintaining existing, and closing.
- Demand Deposit (checking, savings and Christmas Clubs)
- Customer Information
- Safe Deposit
- Appropriately process changes to restricted accounts and account level monetary holds.
- Monetary Processing
- Set up sweep services.
- Enter and balance fee reversals and EFT batches.
- Maintain Account Analysis records
- Ability to review all maintenance requested and performed for reasonableness of original request and accuracy of changes made.
- May have specialized training in one or more areas above, but must have a reasonable understanding of, and an ability to perform, maintenance and reviews in all areas.
- As an integral member of the Deposit Operations Department, this position is also responsible to provide assistance wherever necessary to help the Deposit Operations Department and the Bank in achieving their annual goals.
- 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.
Qualifications
- High School diploma or equivalent.
- PC skills
- Proficient typing and accuracy.
- Strong organizational skills.
- Good time management skills.
- Good communication skills.
- Able to multi-task.
- Two (2) years of data processing and banking experience preferred.
- All applicants must be 18 years of age or older.
