Treasury Management & Government Banking Junior Analyst At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities:
The Treasury Management & Government Banking Junior Analyst provides administrative, reporting, and operational support to the Treasury Management, Government Banking, and Commercial Banking teams. Reporting directly to the Senior Treasury Management & Government Banking Financial & Data Analyst, this position assists with data collection, report preparation, departmental tracking, and special projects. This position offers an opportunity to develop knowledge of Treasury Management products, Government Banking services, Commercial Banking operations, data reporting processes, and banking industry analytics through hands-on experience supporting departmental initiatives.
Essential Duties:
Assist in the preparation and distribution of recurring and ad hoc departmental reports.
Gather, organize, and maintain data related to Treasury Management, Government Banking, and Commercial Banking activities.
Update tracking spreadsheets, databases, reports, dashboards, and departmental records.
Assist with sales, referral, pipeline, and customer activity reporting.
Support the preparation of presentations, meeting materials, management reports and dashboards.
Assist in the preparation of Treasury Management, Government Banking, and Commercial Banking reporting packages.
Review reports for accuracy and escalate discrepancies as appropriate.
Maintain reporting schedules and assist with report distribution.
Provide administrative and reporting support to Treasury Management Officers, Government Banking Officers, Commercial Banking Officers, and department management.
Assist with ensuring the accuracy of customer relationships, deposit, loan, and portfolio information.
Support business development efforts by gathering customer and prospect information.
Support customer portfolio reviews by gathering data and preparing reports used to identify product and service opportunities.
Respond to internal requests for information and assist with customer-related research.
Assist with Commercial Banking reporting and data requests related to Treasury Management and Government Banking relationships.
Collaborate with Deposit Operations, Finance, Commercial Support Services, Commercial Banking, IT, and other departments to obtain information needed for reporting, analysis, and special projects.
Assist with documenting processes, procedures, and departmental records.
Assist with audits, examinations, and internal reviews by collecting and organizing requested documentation and information.
Participate in testing reporting tools, dashboards, system enhancements, and process improvements.
Assist with special projects and departmental initiatives as assigned.
Perform routine administrative and operational duties in support of Treasury Management, Government Banking, and Commercial Banking activities.
Reports directly to the Senior Treasury Management & Government Banking Financial & Data Analyst.
Qualifications:
Education, Training and Requirements:
Associate degree in Business, Finance, Accounting, Data Analytics, or a related field preferred.
Equivalent combination of education and experience may be considered.
All applicants must be 18 years of age or older.
Required Skills:
Strong proficiency in Microsoft Excel, including PivotTables, formulas, data validation, and reporting.
Proficiency in Microsoft Word, PowerPoint, and Outlook.
Strong data analysis, reporting, and problem-solving skills.
Strong attention to detail and organizational skills.
Effective verbal and written communication skills.
Ability to prioritize tasks and meet deadlines.
Strong customer service and interpersonal skills.
Ability to work independently and as part of a team.
Preferred Skills:
Familiarity with Power BI, Tableau, or other reporting and data visualization tools.
Exposure to SQL, Snowflake, or other reporting and analytics platforms.
Familiarity with banking systems such as Jack Henry, Xperience, Synapsys, or related platforms.
Interest in Treasury Management, Commercial Banking, or Government Banking services.
Experience:
Up to two (2) years of banking, financial services, accounting, administrative support, reporting, or data-related experience preferred.
Recent college graduates or candidates with relevant coursework are encouraged to apply.
Other Job Information
Hours: 20 hours/week (Part-Time)
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. Minimum USD $21.75/Hr. Maximum USD $30.50/Hr.
