Treasury Management & Government Banking Junior Analyst - Part Time (20 hrs. per week)

About Community Financial System, Inc. Community Financial System, Inc. is a diversified financial services company based in DeWitt, NY that is focused on four main business lines – banking, benefits administration, insurance services and wealth management with total assets over $15 billion. Its banking subsidiary, Community Bank, N.A. is among the country’s 100 largest banking institutions and operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to a full range of retail, business, and municipal banking services, the Company offers comprehensive financial planning, trust administration and wealth management services through its Community Bank Wealth Management, operating unit. The Company’s Benefit Plans Administrative Services, Inc. subsidiary is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. The Company’s OneGroup NY, Inc. subsidiary is a top 100 U.S. insurance agency and provides personal and commercial lines of insurance and other risk management services. Community Bank System, Inc. is listed on the New York Stock Exchange and the Company's stock trades under the symbol CBU.

Community Financial System, Inc.

BankingInsuranceWealth Managementand Benefits

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C

communityfinancialsystem.com/corporate-overview/corporate-profile/default.aspx

1,001-5,000 employees

Financial Services

DeWitt, New York

Public Company

1.8k LinkedIn followers

• 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.

Required

• 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.
• 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.
• 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.
• 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.
• 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!
• USD $21.75/Hr.
• USD $30.50/Hr.

Preferred

• 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.

• 11 Paid holidays
• Paid vacation
• Medical insurance
• Vision insurance
• Dental insurance
• 401k with generous match
• Pension
• Tuition reimbursement
• Banking discounts