Senior Client AdvisorCommunity Financial System, Inc. • Syracuse, NY, US

Senior Client Advisor

Community Financial System, Inc. • Syracuse, NY, US

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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

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education :

High School Diploma

Professional Certifications / Licenses :

Property / Casualty License Required

Maintain Agent / Broker License through continuing education

Earn or maintain CISR Designation

Qualifications

Experience / Skills :

5 years Insurance Experience Required

Working knowledge of Agency Management Systems

Experience in the Applied Epic system is a plus but not required

Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs

Knowledge of Acord forms

Self-motivated, ability to work independently and within a team

Good organizational skills with the ability to manage multiple tasks efficiently

Excellent oral and written communication and interpersonal skills

An interest in meeting new people and relationship management skills

Display trustworthiness, integrity, sincerity and discretion

Good customer service skills

A results-driven approach to meet core responsibilities and deadlines

Attention to detail and accurate record keeping

The ability to develop and deliver innovative ideas

Excellent time management skills

Must possess a valid driver’s license and clean motor vehicle record

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

All applicants must be 18 years of age or older

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Client Advisor • Syracuse, NY, US