Senior Trust Operations Specialist

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 all aspects of trust operations and trust administration support. The position works independently with little supervision. The current work environment is a hybrid of onsite and offsite work days, open to a fully remote arrangement. A functional area within the home with reliable internet and computer must be present to take advantage of this either arrangement.

Essential Duties:

• Acts as primary support for the Trust Administration team and leads the Operations team for the branch office

• Handles all aspects of Personal Trust Operations, including account setup, asset setup and maintenance, trade execution, and shadow posting data from outside custodians

• Works closely with Investment Advisors, custodial and trust platform contacts, and other software and systems vendors

• Liaises with the Trust Administration team and Operations partners at HB&T sister companies

• Responsible for training backup operations personnel and new hires to the Personal Trust Operations team

• Supports team members of the Collective Fund Trust Operations and Fund Operations groups, performs backup duties as needed

Ancillary Duties:

• May assist with additional Collective Fund Trust Operations, Fund Operations, and Compliance duties as needed.

Eight plus years of trust operations or administration, trust document review, new business on-boarding, financial services regulatory and compliance. Strong background in utilizing FIS's AddVantage trust platform strongly preferred, plus ancillary software and systems that support Reg 9 compliance, investments, and data aggregation.

Education: Bachelor's degree with focus in Business or Finance

• well developed written and oral communication skills with both external and internal clients
• Ability to be highly organized and show an attention to detail
• Ability to prioritize work assignments and multitask
• Display a high degree of competency with Microsoft Word and Excel, as well as personal computer skills
• Ability to effectively train other team members
• Experienced in direction setting; works effectively in a team environment; has the ability to adapt to change and respond quickly to client's inquiries/needs and work fluctuations; technical/professional situational knowledge; and has a strong and consistent customer focus

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.