Relationship Manager - Nottingham Direct Team

Overview

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

We are seeking a highly motivated and client-focused Relationship Manager to join our team to serve as the primary point of contact for clients in our Nottingham Investment Services Direct Channel. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, delivering a high-quality service experience through remote channels such as phone, video conferencing, email, and secure messaging. This role is ideal for a service-oriented professional with strong financial acumen, excellent communication skills, and a passion for building lasting client relationships in a digital-first environment.

RESPONSIBILITIES:

Client Relationship Management

Serve as the dedicated relationship manager for a defined group of clients, managing all aspects of the client relationship virtually

Act as a trusted advisor, understanding each client’s unique financial goals, preferences, and life circumstances

Proactively engage with clients on a regular basis to ensure satisfaction, retention, and growth of the relationship

Service & Support

Provide prompt, accurate, and tailored responses to client inquiries and requests through virtual channels

Coordinate with internal departments (e.g., operations, compliance, investment teams) to resolve issues and fulfill client needs efficiently

Financial Guidance & Cross-Selling

Identify opportunities to deepen client relationships by cross-selling financial products and services that align with their goals

Conduct financial reviews and recommend strategies in collaboration with financial advisors, portfolio managers, or product specialists

Digital Engagement

Leverage digital tools and platforms to enhance the virtual client experience

Educate clients on digital banking and investment services to encourage adoption and self-service

Compliance & Documentation

Ensure all client interactions and transactions comply with regulatory standards and internal policies

Maintain accurate and up-to-date client records and meeting notes in CRM systems

Qualifications

REQUIREMENTS:

3-5 years of prior experience in financial services, preferably in a client-facing role

Registrations: SIE, Series 7, 66 (or 63 and 65), Life, Accident and Health Insurance license

Strong understanding of investment products, financial planning concepts, and banking services

Detail oriented with superior organizational skills and ability to prioritize

Proven track record of building and managing client relationships

Strong understanding of investment products, financial planning concepts, and banking services

Excellent verbal and written communication skills

Comfortable working in a fast-paced, technology-driven environment

High level of emotional intelligence, empathy, and professionalism

Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications

Experience with CRM platforms

Familiarity with virtual communication tools (Zoom, Microsoft Teams, secure messaging platforms)

Team player with the ability to collaborate with others

Goal oriented, self-motivated and results driven

Commitment to excellence and a high level of integrity

WHAT WE OFFER:

Competitive base salary plus performance-based incentives

Comprehensive benefits package (health, dental, 401(k), etc.)

Opportunities for professional development and career advancement

A supportive, team-oriented virtual work environment

Tools and resources to engage clients digitally with excellence

Other Job Information

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 $62,400.00/Yr. Maximum

USD $88,000.00/Yr.

We are seeking a highly motivated and client-focused Relationship Manager to join our team to serve as the primary point of contact for clients in our Nottingham Investment Services Direct Channel. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, delivering a high-quality service experience through remote channels such as phone, video conferencing, email, and secure messaging. This role is ideal for a service-oriented professional with strong financial acumen, excellent communication skills, and a passion for building lasting client relationships in a digital-first environment.

RESPONSIBILITIES:

Client Relationship Management

Serve as the dedicated relationship manager for a defined group of clients, managing all aspects of the client relationship virtually

Act as a trusted advisor, understanding each client’s unique financial goals, preferences, and life circumstances

Proactively engage with clients on a regular basis to ensure satisfaction, retention, and growth of the relationship

Service & Support

Provide prompt, accurate, and tailored responses to client inquiries and requests through virtual channels

Coordinate with internal departments (e.g., operations, compliance, investment teams) to resolve issues and fulfill client needs efficiently

Financial Guidance & Cross-Selling

Identify opportunities to deepen client relationships by cross-selling financial products and services that align with their goals

Conduct financial reviews and recommend strategies in collaboration with financial advisors, portfolio managers, or product specialists

Digital Engagement

Leverage digital tools and platforms to enhance the virtual client experience

Educate clients on digital banking and investment services to encourage adoption and self-service

Compliance & Documentation

Ensure all client interactions and transactions comply with regulatory standards and internal policies

Maintain accurate and up-to-date client records and meeting notes in CRM systems

REQUIREMENTS:

3-5 years of prior experience in financial services, preferably in a client-facing role

Registrations: SIE, Series 7, 66 (or 63 and 65), Life, Accident and Health Insurance license

Strong understanding of investment products, financial planning concepts, and banking services

Detail oriented with superior organizational skills and ability to prioritize

Proven track record of building and managing client relationships

Strong understanding of investment products, financial planning concepts, and banking services

Excellent verbal and written communication skills

Comfortable working in a fast-paced, technology-driven environment

High level of emotional intelligence, empathy, and professionalism

Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications

Experience with CRM platforms

Familiarity with virtual communication tools (Zoom, Microsoft Teams, secure messaging platforms)

Team player with the ability to collaborate with others

Goal oriented, self-motivated and results driven

Commitment to excellence and a high level of integrity

WHAT WE OFFER:

Competitive base salary plus performance-based incentives

Comprehensive benefits package (health, dental, 401(k), etc.)

Opportunities for professional development and career advancement

A supportive, team-oriented virtual work environment

Tools and resources to engage clients digitally with excellence