Remote Relationship Manager – Wealth & Investments

Community Bank, N.A.; City of Syracuse (NY); Remoto; USD 62.000 - 88.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive base salary

Comprehensive benefits

Professional development

Virtual work environment

Banking discounts

Resumo da vaga

Community Financial System, Inc. (CFSI) seeks a Relationship Manager to serve a client group virtually, building lasting relationships through digital channels and coordinated support from operations, compliance, and investment teams.

You will cross-sell financial products, conduct reviews with advisors, and educate clients on digital banking and investment services in a fast-paced, tech-driven environment.

Qualificações

• 3-5 years of financial services experience, client-facing preferred.
• Licenses: SIE, Series 7, 66 (or 63/65), Life, Accident and Health Insurance.
• Strong knowledge of investment products and financial planning concepts.
• Excellent verbal and written communication skills.

Responsabilidades

• Serve as the dedicated relationship manager for a defined group of clients, virtually.
• Provide prompt, accurate responses to client inquiries via virtual channels.
• Coordinate with internal teams to resolve issues and fulfill client needs.

Conhecimentos

Client relationship management

CRM proficiency

Digital communication tools

MS Office proficiency

Regulatory compliance knowledge

Investment products knowledge

Virtual collaboration

Financial services experience

Formação

SIE, Series 7, 66 (or 63/65), Life, Accident and Health Insurance licenses

Ferramentas

CRM platforms

Zoom

Microsoft Teams

Descrição da vaga

Community Financial System, Inc. (CFSI) seeks a Relationship Manager to serve a client group virtually, building lasting relationships through digital channels and coordinated support from operations, compliance, and investment teams.

You will cross-sell financial products, conduct reviews with advisors, and educate clients on digital banking and investment services in a fast-paced, tech-driven environment.