Maximum Remote Control Jobs in Usa

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.

Performs audit assignments for various banking and financial service entities, within established frameworks, and prepares detailed work papers and audit findings, which are submitted to the In-charge Auditor for review.

• Elicits information from all levels of staff in audited areas; shares findings with management for validation
• Perform special audits, projects or handle specific administrative tasks as assigned by Audit Management.
• Perform audit assignments for external auditors as needed

• 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.

• Currently enrolled as a Junior or Senior and attaining a B.S. or B.A. in Accounting, Business, Finance or related field
• Prior employment in a financial related environment or customer oriented business preferred
• Proficient analytical and organizational skills
• Strong verbal, written and interpersonal skills
• PC proficiency especially in Microsoft Word and Excel
• Proven ability to work well independently
• Position requires travel (10-15%)
• All applicants must be 18 years of age or older

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 supports senior bank and department management to be compliant with bank and investor guidelines with portfolio and investor mortgage loans, by conducting legal servicing (foreclosure and bankruptcy) functions.

Essential Responsibilities:

• Supports CRES management in conducting legal servicing functions, in order to effectively protect bank and investor collateral by, but not limited to:
  • Foreclosure, from referral to sale/auction
  • Bankruptcy, from filing/proof of claim to discharge/dismissal
  • Administrative, from investor to protective advance workflows
  • Insurance claims, from mortgage guarantee to total loss claims
  • Legal servicing requests
• Develops, maintains, and administers policies and procedures established and guided by the bank, investor, and/or regulatory agencies, to remain in compliance
• Collaborates with:
  • All CRES staff to ensure borrowers are properly addressed regarding:
    • Remedying foreclosure actions
    • Handling bankruptcy accounts
  • Home retention (collections and loss mitigation) staff for:
    • Deed-in-lieu of foreclosures
    • Short sales
  • Other departments and branches to improve or develop effective practices, address needs, and expand on opportunities
  • Investors as applicable for secondary market accounts
• Performs all collection and servicing staff duties as needed
• Other duties as assigned

• 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

Ancillary Duties:

As an integral member of the CRES Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• Bachelor's Degree or equivalent specialized training and work experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• Proficient communicative skills.
• Must be able to demonstrate ability to analyze data from reports/workbooks and have thorough knowledge of Excel
• Ability to create, implement, and maintain workflows bases on regulatory guidelines
• Highly organized; results driven with competency to meet demands of proficiency, effectiveness, and efficiency.
• Must be collaborative, have the ability to adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, excellence, and teamwork

Experience:

• Minimum of two (2) years with collections, foreclosure, bankruptcy, loss mitigation, finance, accounting, legal, or real estate fields strongly preferred.

Hours: 40 hours/week (some OT including night, weekends & holidays)

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.

As a Discounter, this position necessitates someone who is highly dependable, good with details, has strong retention abilities and works well in a fast-paced environment individual and in a team environment. This position will be responsible for providing a high level of customer service to our dealer base, ensure submitted contract packages are complete and accurate according to the Indirect Department and Bank policy/guidelines for funding.

Essential Responsibilities:

• Cooperates and builds a strong working relationship with peers to provide quality service, solve problems and achieve bank and departmental goals
• Ensures submitted contracts and loan packages are complete, accurate and reflect proper approval authorities in adherence to Indirect Department and Bank policy/guidelines
• Closely inspects loan documents for suspicious or fraudulent documentation
• Ensures the accuracy of contract figures, disclosures, signatures and documentation for contract funding
• Identifies errors in calculations and/or missing documentation; work with dealership for correction and help maintain department exceptions
• Refers major loan violations to Supervisor/Manager for review
• Provides quality service to customers, whether internal or external
• Maintains logs and spreadsheets used within the department
• Maintains 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
• Performs other related duties as assigned or directed

Ancillary Duties:

• Performs data entry functions such as entering information into the Indirect loan origination system from applications sent by dealerships and providing payoff or account information as needed to provide Indirect Lending services to our dealer base and customers.
• As an integral member of the Indirect Department, this position is also responsible to provide assistance wherever necessary to help the Retail Banking Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• High School diploma or GED required
• Associates Degree or equivalent in work experience preferred
• All applicants must be 18 years of age or older

Skills:

• Proficient reading writing, grammar and mathematics skills
• Proficient interpersonal relations and communicative skills
• Good time management skills
• Ability to prioritize and work effectively under time constraints
• Moderate computer and typing skills to include Microsoft Word/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) to four (4) years of banking experience is preferred with knowledge of the Bank's lending products and services. Ideal candidate would also have a working knowledge of the required documentation for all loan types.

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 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 them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.

Essential Responsibilities:

• 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 prepare daily cash balancing within established guidelines
• Ability to understand direction and adhere to established policies and procedures
• 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

• 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 Required
• All applicants must be 18 years of age or older
• Travel is required to surrounding branches as needed

Skills:

• Basic math and computer skills
• Documentation skills with attention to detail
• Professional and friendly interpersonal and communication skills
• Clear thinking and ability to stay focused
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

• Prior customer service skills preferred

Hours: 30 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 Teller Rotating 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 them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.

• 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 an services, and refer customers accordingly
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand direction and adhere to established policies and procedures
• 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 pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner

• High School Diploma or GED required
• Basic math and computer skills
• Documentation skills with attention to detail
• Professional and friendly interpersonal and communication skills
• Clear thinking and ability to stay focused
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
• Prior customer service skills preferred
• All applicants must be 18 years of age or older
• Travel is required to surrounding branches as needed

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.

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, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Job Functions

• Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
• Help evaluate and manage ongoing relationships with outside investment management firms.
• Conduct regular monitoring and reporting on approved/core investment managers.
• Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
• Ensure proper documentation on approved/core managers.
• 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 research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
• 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

• Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
• 3+ years of experience in investment research.
• Understanding of global capital markets, investment vehicles, and manager research processes
• Strong analytical skills with experience in quantitative and qualitative research methodologies.
• Solid written and verbal communication skills.
• 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.

Answer incoming bank calls, forward or assist caller accordingly while adhering to customer service standards and department policy.Provide technical support and assistance to customers and branches for all Digital Banking products and services as well as general customer assistance with basic deposit and loan questions.

Essential Duties:

• Provide assistance and technical support to customers via the help desk, maintaining professionalism and exemplary customer service skills.
• Answer other general customer questions relative to bank products and services.
• Follow Digital Banking procedures to complete Regulation E claims and inquiries. Close cards and reorder when appropriate. Work with Fraud Analysts as necessary.
• Enter information and detail from each call in Synapsys.
• May be asked to complete branch requested maintenance, answer customer email inquiries, respond to customer research requests, assist with department account reconcilement, and other clerical duties.

• 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.

Ancillary Duties:

As an integral member of the Customer Care Center, this position is also responsible to provide assistance wherever necessary to help the department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• High School Diploma or equivalent required.
• All applicants must be 18 years of age or older.

Skills:

• Proficient PC Skills including typing.
• Ability to learn and utilize the software necessary to initiate any processes with regards to Digital banking.
• Excellent verbal and written communication skills.
• Attention to detail, excellent listening skills and the ability to remain calm and patient under pressure.

Experience:

• Customer service experience in a fast paced, high volume work environment required. Banking and/or call center experience preferred.

Hours: 40 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.

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.

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.

Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to:

• Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied.
• Administer and settle trust and estates in accordance with a decedent's Last Will & Testament, Trust Agreement, and/or applicable documents.
• Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate.
• Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations
• Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements.
• Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes.
• Daily review of account activity.
• Perform annual reviews and any other applicable regulatory reviews
• Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures.
• Direct and oversee the transfer of funds, distributions, and payment of invoices.
• Manage, secure, insure, value, and oversee unique/non-standard assets in accounts.
• Prepare interim and final accountings for trusts and estates, as needed.
• Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.).
• Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities.
• Supervise assigned personnel in accordance with all relevant corporate policies
• Provide guidance and training support to Trust personnel and internal/external business partners as needed
• 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

Ancillary Duties:

• Perform other related duties as assigned or directed.

Education, Training and Requirements:

• J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred
• All applicants must be 18 years of age or older
• Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply.

Skills:

• Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver's license.

Experience:

• Minimum of five (5) years' experience in trust or wealth management industry or related position preferred.

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.