Treasury Management & Government Banking Financial & Data Analyst - Part Time

Community Bank, N.A.; Latham (NY); On-site; USD 31,000 - 47,000; Part time

Benefits offered by this job

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a part-time Treasury Management Analyst to support reporting, data gathering, and process improvement within Treasury Management Solutions.

You will assist senior leaders and Sales Officers, delivering technical analysis and reporting for internal clients. The role requires strong Excel/Power BI skills, attention to detail, and the ability to manage multiple priorities in a fast-paced bank environment.

Qualifications

• An Associated Degree in Marketing or Business-related field and equivalent experience.
• Advanced certifications in Excel, SQL, Power BI and Snowflake preferred
• All applicants must be 18 years of age or older

Responsibilities

• Creates, completes and monitors monthly sales activity and financial performance for Treasury Management and Deposit products in working Treasury Management Officers, Government Banking Officers, internal business lines and third-party vendors.
• Responsible for business line reporting of sales, referrals, pipeline, incentives for completed sales as well as Treasury Management products sold, income derived from sales by region, branch and account officers.
• Responsible for tracking all waivers and exception pricing and providing accurate reporting.
• Creates reports for prospecting existing clients with product or account gaps designed to make prospecting existing customers more efficient.
• Works closely with Head of Treasury Management to monitor all financial, sales, government deposits, sales activity and creating/providing information to better drive additional business through various ways of obtaining and interpreting data.
• Responsible for reviewing current processes and procedures in treasury management solutions, government banking and commercial support services to uncover inefficiencies and make recommendations to resolve them

Skills

Analytical skills

Excel

Word

PowerPoint

Adobe

Customer service

Attention to detail

Organizational skills

Interpersonal relations

Education

Associate Degree in Marketing or Business

Advanced certifications in Excel

Advanced certifications in SQL

Advanced certifications in Power BI

Advanced certifications in Snowflake

Tools

JhaKnow

Xperience

Job description

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

As an integral member of the Treasury Management Solutions Department, this position is responsible for supporting department wide reporting, data gathering, processes and procedures, and special projects for Treasury Management Department as a financial and data analyst. Assists the Head of Treasury Management and Sales Officers as directed, as well as Commercial and Business Banking Department as needed.

Provides a full range of professional, technical, data and financial analysis and general support to internal and external clients.

• Creates, completes and monitors monthly sales activity and financial performance for Treasury Management and Deposit products in working Treasury Management Officers, Government Banking Officers, internal business lines and third-party vendors.
• Responsible for business line reporting of sales, referrals, pipeline, incentives for completed sales as well as Treasury Management products sold, income derived from sales by region, branch and account officers.
• Responsible for tracking all waivers and exception pricing and providing accurate reporting.
• Creates reports for prospecting existing clients with product or account gaps designed to make prospecting existing customers more efficient.
• Works closely with Head of Treasury Management to monitor all financial, sales, government deposits, sales activity and creating/providing information to better drive additional business through various ways of obtaining and interpreting data.
• Responsible for reviewing current processes and procedures in treasury management solutions, government banking and commercial support services to uncover inefficiencies and make recommendations to resolve them
• Responsible for working directly with Deposit Operations on our Account Analysis system, which is the primary system used to assess service charges and collect fee income.
• Responsible for profitability reporting of Government Banking deposits portfolio
• Represents the Treasury Management and Government Banking departments as a liaison with other internal Bank departments (Commercial Support Services, Deposit Operations, IT, Finance, etc.) and senior management
• Responsible for the coordination and support of audits and examinations, along with the Treasury Management Operations Officer where necessary.
• Performs a variety of routine daily tasks; run and reviews reports, data gathering, prepares correspondence and participates in special department projects
• Responsible for reviewing government banking master loan reports to determine where loans are in the process. Assists in maintaining/improving the government loan process, as well as working with bond counsel and loan closings.
• Responsible for providing monthly reporting of Treasury Management and Government Banking data for the Commercial Banking report, as well as for use in the monthly Board reporting package.
• 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 requirements in a timely fashion.

Qualifications

Education, Training and Requirements

• An Associated Degree in Marketing or Business-related field and equivalent experience.
• Advanced certifications in Excel, SQL, Power BI and Snowflake preferred
• All applicants must be 18 years of age or older

Skills

Required

• Strong analytical skills. computer skills including Excel, Word, PowerPoint, and Adobe. Strong customer service skills; Attention to detail and proven organizational and problem-solving skills. Ability to prioritize and work effectively under time constraints.
• Proficient interpersonal relations and communicative skills.

Preferred

• JhaKnow, Xperience, and other Bank operating systems

Experience

• Minimum of two (2) years of related business office experience with at least two (2) years in Banking generally required.

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 Affine 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 $22.60/Hr.

Maximum

USD $33.93/Hr.