Creativeone Wealth Jobs in Usa

Description

The Data Engineer is responsible for designing, building, and maintaining scalable data pipelines to support the bank's analytics, reporting, and decision-making processes. Working closely with analysts, reporting, integration teams and business stakeholders to ensure high-quality, secure, and efficient data solutions that comply with financial regulations and industry standards.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Build and maintain data models, schemas, and databases (e.g., data warehouses, data lakes) to support business intelligence, machine learning, and reporting needs.
• Ensure data is optimized for performance, reliability, and scalability, minimizing latency and maximizing throughput.
• Build required infrastructure for optimal extraction, transformation and loading of data from various data sources using cloud and SQL technologies
• Implement data quality checks, monitoring, and validation processes to ensure accuracy, consistency, and compliance with regulatory requirements.
• Partner with business analyst, data Integration, Automation, and IT Teams to understand data requirements and deliver solutions that align with business goals.
• Ensure data adherence to strict security protocols and regulatory standards including encryption, access controls, and audit trails.
• Champion data governance, quality standards, and performance optimization.
• Create and maintain comprehensive documentation for data schemas, processes and systems to ensure transparency and reproducibility.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect - treat every client and colleague with dignity and respect.
• Client Focus - Design scalable and reliable data pipelines that directly support the client's business goals and decision-making needs. Actively engage with stakeholders to understand evolving requirements and deliver solutions that provide timely, actionable insights
• Inclusion - Support a diverse work environment by building data systems that are accessible, equitable, and considerate of user needs, while actively seeking input from voices across all backgrounds and roles.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership - Proactively drives data strategy, mentoring peers, and sets high standards for quality, innovation, and collaboration across teams.
• Integrity - Establish and enforce program governance frameworks, including change control and release management.
• Collaboration - Works with stakeholders across all departments to drive data efforts. Serves as a key contributor between business stakeholders and technical teams.
• Volunteerism - Use your skill beyond the role by mentoring others, helping teammates, and supporting meaningful causes.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability - Takes ownership of work, ensuring data systems are reliable and accurate. Promptly addresses issues or errors with transparency and responsibility.
• Innovation - Embrace new ideas, new tools, and bold thinking; challenge the status quo.
• Professionalism - consistently demonstrates courteous behavior, integrity, and strong work ethic while representing the bank with a polished appearance and clear communication.

POSITION LEVEL(S) EXPECTATIONS

• Strong understanding of Data Models, databases, schemas, and security methodologies.
• Excellent leadership, strategic thinking, and stakeholder management skills.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily, and a skills inventory is listed below.

• Bachelor's degree in a technology related program or 3-5 years' experience a data related field.
• Strong understanding of data architecture and data base design principles.
• Strong leadership and communication skills across technical and non-technical audiences.
• 3-5 Years experience in Data roles.
• Proficiency in languages such as Python, Java, Scala, or SQL.
• Experience in financial services (banking, insurance, wealth management).
• Excellent problem-solving and communication skills, with a collaborative mindset.
• Demonstrated leadership and self-direction.
• A background screening will be conducted.

LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.

TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Strong understanding of Salesforce platform capabilities and implementation methodologies.

MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.

REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.

PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite and employee meetings off-site.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

At Sonos we want to create the ultimate listening experience for our customers and know that it starts by listening to each other. As part of the Sonos team, you'll collaborate with people of all styles, skill sets, and backgrounds to realize our vision while fostering a community where everyone feels included and empowered to do the best work of their lives.

This role is a hybrid position.
Some roles require an office while others may be done remotely. This position is considered hybrid, allowing for a combination of remote work and in-office collaboration. Qualified applicants must live within commuting distance of our Boston, Seattle or Goleta office locations.

What You'll Do

• Manage supplier relationships and commercial activities such as business and technology reviews, RFQs, and roadmap/strategy discussions.

• Craft comprehensive commodity and business strategies aimed at maximizing efficiency and driving down costs through strategic initiatives,

• Lead executive business reviews with internal/ external stakeholders.

• Establish commodity strategic direction by working with our technical teams, understanding the technical and the necessary business requirements that allow for a competitive advantage and position us for profitable growth. This requires a deep understanding of the supply base, technical needs and cost structures.

• Build robust supply chains based on product requirements and needs at the most basic levels of our supply chain to ensure that we have a complete and thorough understanding of the Sonos supply chain.

• Ensure continuity of supply. Set up long-term/ short-term capacity planning with supplier, partner with Operations and Material teams to schedule supply to meet Sonos's component demand.

• Collaborate with Product design and Engineering teams to review initial specifications of the parts/modules recommend sources to influence technical decisions in early phase of the program.

• Be able to manage multiple projects in parallel.

• Evaluate technical and business risks, analyze based on the data and create mitigation plans/alternatives.

• Need to support management of development builds, materials, and any risk to execute successful ramp in NPI stage.

What You'll Need

Basic Qualifications:

• BS degree with strong technical acumen and business understanding.

• 8+ years work experience in sourcing related field.

• Ability to toggle between strategic and detail oriented thinking.

• Top-notch negotiation skills.

• Ability to influence cross functional teams.

• Demonstrated ability to apply analytical techniques to problem solving.

• Strategic thinker and result oriented.

• Natural leadership competencies; influences others through style and subject matter expertise.

• An ability to balance business and technical objectives in decision making.

• Excellent communication/presentation skills.

• Ability to effectively work in multicultural global business environment.

Preferred Qualifications:

• Bachelor degrees or Master degree in electrical engineering preferred.

• Travel within US as well as internationally up to 15% of the time.

• Experience in consumer electronics industry.

• Established relationships with suppliers and supply chains.

• General understanding of semiconductor supply chains, manufacturing processes, and silicon platform development.

• Experience in systems - Arena, Microstrategy, Tableau, SAP.

• Hands-on experience in any of the following: Electrical Engineering, Semiconductor markets, Pricing strategy for electrical parts.

Research shows that some candidates may not apply for roles if they don't meet all the criteria. If you don't have 100% of the skills listed, we strongly encourage you to apply if interested.

Visa Sponsorship :Sonos is unable to sponsor or take over sponsorship of an employment visa for this role at this time. We ask that applicants be authorized to work for any US employer, both now and in the future.

#LI-Hybrid

Your profile will be reviewed and you'll hear from us once we have an update. At Sonos we take the time to hire right and appreciate your patience.

The base pay range for this role based off geographic location is:

The specific pay offered will depend on the candidate's geographic location, as well as qualifications and experience. We apply geographic pay differentials based on the cost of labor in the market. Employees in high-cost locations may be compensated at the upper end of the range, while those in medium or low cost markets may be compensated at the lower end of the range. Your recruiter can provide more details about the specific salary range for your location during the hiring process.

Please note that compensation details listed in US job postings reflect the base salary only, and do not include bonus, equity, or benefits.

We also offer a comprehensive benefits program with choice and flexibility in mind to help support the health, wealth, and overall well-being of our employees. Regular full time employees in the US are eligible for benefits on day one, including:

• Medical, Dental, and Vision Insurance

• A 401(k) plan with company matching and immediate vesting

• An Open Time Off policy (OTO) so you have maximum opportunity to disconnect and recharge, with no tenure-based vacation accruals required

• 80 hours of sick time upon hire, refreshed annually

• Up to 12 paid holidays per calendar year

• Sonos offers a generous paid leave program for new parents or to care for a family member with a serious health condition, as well as short- and long-term disability for your own medical condition

• Company-paid Disability, Life, and AD&D Insurance

• Voluntary benefits, including Voluntary Life, AD&D, Accident, and Pet Insurance

• Mental health benefits to support your holistic well-being

• A generous employee discount program & Sonos Radio HD - on us!

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Notice to U.S. Job Applicants: Sonos is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Sonos is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

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.

General Function: The collection of Business Banking loans per Bank guidelines

Essential Duties:

• Collect past due Business Banking loans utilizing a phone, email, letters and occasional meetings.
• Use of the internet, pulling credit reports, tracking court cases and skip-tracing techniques to locate the borrower and/or collateral when necessary.
• Respond to borrower questions, investigate billing errors and other details regarding the loan accounts being managed.
• Maintain records including detailed notes of communications and actions.
• Comply with all relevant Federal, State and local laws and regulations.
• Effectively collaborate with attorneys when a file is assigned to them.

Ancillary Duties:

As an integral member of the Special Assets Department, this position is also responsible to provide assistance wherever necessary to help the department and the bank in achieving their goals.

Education/Training:A.A.S. degree or equivalent in specialized banking courses

Skills: Proficient reading, writing, grammar, and mathematics skills; exceptional interpersonal relations, management, organizational, and communication skills; a thorough knowledge of current bank lending principals, policies, and practices; knowledge of all types of lending and loan products; proficient financial statement analysis and complex credit assessment; knowledge of current lending and collection laws and regulations; proficiency in Personal Computer programs such as: Microsoft Word and Excel. Able to perform complex tasks with minimal supervision.

Experience: Five (5) to ten (10) years of banking experience with an emphasis on commercial collection and the mortgage process; at least 2 - 5 years handling foreclosures and repossessions. All applicants must be 18 years of age or older.

Temporary Position: This position is temporary and expected to be from 1-4 months in duration.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.

• Solicit new business from present and prospective customers
• Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
• Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
• Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
• Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
• Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
• Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
• Approve or reject loan applications within individual lending authority
• Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
• Maintain a working knowledge of bank operating policies and procedures which impact commercial services
• Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
• Provide quality service to internal and external customers
• Demonstrate cooperative efforts in working with other departments and within own department
• Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
• Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
• Communicate with management and staff personnel in order to integrate goals and activities
• Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
• Maintain appropriate records and provide assigned reports.
• Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
• Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)

• 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.

• Perform other related duties as assigned or directed

• Ideal candidate should have a minimum five (5) years experience in related positions.
• B.S. or B.A. Degree in a related field preferred
• Specialized banking education and training
• A valid drivers license is required.
• Proficient reading, writing, grammar and mathematic skills
• Proficient interpersonal relationship, communication and sales skills
• Thorough knowledge of the features and benefits of all bank commercial products and services
• Working knowledge of bank operating policies and procedures which impact commercial services
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.

• Request data from client and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests:ADP, ACP, 410(b) and other tests as required.
• Monitor 415 and 402(g) limits.
• Check distributions:Terminations, hardship withdrawals, in-service withdrawals, 70 .
• Check and monitor loan requests and prepare loan paperwork.
• Calculate annual employer profit sharing and year-end or true up matching contributions.
• Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
• Process Plan terminations.
• Review documents prepared by the Documents Team for new and restated Plans to the IRS.
• Review amendments as needed.
• Handle IRS and internal client audits.
• Check work of other Pension Administrators.
• Answer questions of other Pension Administrators.
• Cover for the other Pension Administrators.
• Assist in developing forms, procedures, and other materials.
• Research special questions, new rules and regulations.
• Ensure database reports are current.
• Monitor Plans to ensure compliance with current laws and regulations.
• Consult clients on rules and regulations surrounding the administration of QDROs.
• Be available for on-site client committee meetings and annual reviews.
• Assist the Sales Team with the completion of RFPs.
• Assist the Conversion Team with the set up of new clients.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Must be highly organized with an attention to detail.
• Must have solid project management experience and the ability to multitask.
• Must be knowledgeable with computers and have the ability to work well with others.
• A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.

GTC is looking for a VP, Associate Portfolio Manager, who will primarily support and help lead the firm's asset management functions. This role focuses on monitoring global markets and emerging risks, conducting and publishing multi-asset investment research, evaluating and managing external investment managers, and continuously enhancing proprietary research tools, data, and processes to support informed investment decisions. The Associate PM collaborates with the CIO and Director of Research, along with senior management, ensuring alignment with the firm's investment philosophy and process. This position demands deep expertise in asset allocation, manager research, macroeconomic analysis, and multi-asset, multi-manager portfolio construction, along with a strategic mindset to help guide investment decision-making.

Job Functions

• Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
• Identify, evaluate, select, and manage ongoing relationships with outside investment management firms.
• Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
• Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
• Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
• Produce high-quality research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
• Help evaluate and adopt new technologies, data sources, and methodologies to enhance research capabilities.
• Embrace a culture of continuous improvement and innovation within the research team.
• Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Requirements

• Master's degree or higher in finance, economics, business, or related field; CFA or equivalent designation preferred.
• 8+ years of experience in investment research.
• Deep understanding of global capital markets, investment vehicles, and asset allocation strategies.
• Strong analytical skills with expertise in quantitative and qualitative research methodologies.
• Excellent written and verbal communication skills, with the ability to convey complex concepts clearly to diverse audiences.
• Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
• All applicants must be 18 years of age or older.

Hours: 40hours/week

Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

This position is responsible to understand, comprehend and maintain with all laws and regulations such as TILA- RESPA, ATR/QM, HMDA. Independently responsible to review and evaluate applications for all products offered and determine credit worthiness of applicant and ensure meets requirements of bank, government agencies and secondary market investors.

Essential Responsibilities:

• Analyze and evaluate loan applications and all supporting documentation (e.g. financial statements and employment history) to assess borrowers credit worthiness and ensure meets guidelines and regulations
• Underwrite according to bank guidelines and regulations for all loan products, including USDA/Secondary market/PMI, Construction, Homebuyer Dream Program and SONYMA
• Analyze and approve residential appraisals to ensure collateral meets program and investor guidelines
• Review Title Reports
• Approve if loan is within lending authority or recommend approval or denial for decision and supporting documentation
• Communicate with lenders and appropriate vendors to obtain information for credit decision
• Provide guidance to lenders regarding procedures required to take action on problem loan applications
• Prepare loans to proceed to closing table
• Participate in writing procedures
• Other duties as assigned or directed

• 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

• Cooperates with other member of department to achieve department goals. Cooperates with employees of other departments to provide quality service, solve problems and achieve bank goals.

Education, Training and Requirements:

• Associates Degree or equivalent mortgage processing or legal office real estate closing experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Ability to analyze and interpret income, assets and credit
• Ability to work under pressure and work effectively under time constraints
• Good written and verbal communication skills
• Research and problem solving skills
• Proficient in Microsoft Word and Excel
• Must be able to consistently demonstrate the Company's core values; a strong work ethic, integrity, respect for others responsibility, transparency and humility

Experience:

• Two (2) years' of mortgage experience preferred

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
• Determine customer needs, explain and sell products and services
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• May provide back up to the teller line as needed
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed

• 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

• As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Requirements:

• High School Diploma or GED
• Internal product and services knowledge
• Accurate and proficient math skills
• Professional and friendly interpersonal communications skills
• Proficient computer skills
• Clear thinking and ability to stay focused
• Thorough knowledge of bank products and services
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
• Two (2) years of bank and/or customer service normally required
• All applicants must be 18 years of age or older

Hours: 35 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
• Determine customer needs, explain and sell products and services
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• May provide back up to the teller line as needed
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed

• 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

• As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Requirements:

• High School Diploma or GED
• Internal product and services knowledge
• Accurate and proficient math skills
• Professional and friendly interpersonal communications skills
• Proficient computer skills
• Clear thinking and ability to stay focused
• Thorough knowledge of bank products and services
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
• Two (2) years of bank and/or customer service normally required
• All applicants must be 18 years of age or older

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.