Trust Support Specialist - Community Financial System, Inc.

Overview:

At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth 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 CBSI, we offer competitive compensation, good benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:

• This position provides operational and servicing support to trust personnel to accomplish the administrative and investment servicing needs of client relationship in the Trust Division.
• Work in conjunction with IRA team to ensure release of IRA payments
• Provide operational and administrative support to Trust Officers and trust clients
• Process client deposits and disbursements received from trust personnel and trust clients
• Process of client and departmental incoming and outgoing wires in conjunction with wire room
• Perform various cash, suspense account and investment reconcilements
• Settlement of investment trades placed by trust portfolio managers and external advisors
• Posting and reconcilement of income transactions from investments
• Communicate with third parties to resolve billing and trading matters
• Review, research and provide for payment of trust client bills
• Work in conjunction with Customer Care Team to ensure the release of pension payments
• Release and reconcile scheduled payments by check and ACH
• Prepare and maintain accurate account documentation to support decisions/actions
• Assist with the preparation of various internal and regulatory reports
• Perform research to respond to client, Trust Officer, subsidiary and Bank inquires
• Monthly verifications
• 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 job-specific training requirements in a timely fashion

 

 

Qualifications:

• A minimum of one (1) year of business office experience is required.

Education:

• High School Diploma or GED is required
• Associates Degree in Business/Accounting or equivalent training is preferred
• All applicants must be 18 years of age or older

Skills:

• Organization, attention to detail and multi-tasking
• Computer including Microsoft Excel
• Verbal communication and Interpersonal
• Math
• Analytical
• Able to work independently

 

Min:USD $19.00/Hr.Max:USD $25.60/Hr.Other Job Information:

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.