Senior Client Relationship Manager

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.

The Senior Client Relationship Manager will play a pivotal role in fostering and maintaining strong relationships with our key clients, partners, and stakeholders. This individual will be responsible for developing and executing strategies to enhance client satisfaction, loyalty, and engagement. The ideal candidate will have a deep understanding of the retirement industry and a proven track record in relationship management.

• Client Relationship Management:Build and maintain strong relationships with key clients, ensuring their needs are met and exceeded.
• Strategic Planning:Develop and implement relationship management strategies that align with the company's goals and objectives.
• Client Retention:Implement initiatives to improve client retention and satisfaction.
• Customized Education: Partner with Participant Education Consultants to design and implement customized education campaigns for key clients.
• Sales Support: Support Regional Sales Directors in presenting services available to partners and key client.
• Market Analysis:Stay informed about industry trends, competitor activities, and market conditions to identify opportunities for growth.
• Collaboration:Work closely with other departments, including sales, marketing, and product development, to ensure a cohesive approach to client management.
• Reporting:Provide regular reports and updates to senior management on relationship management activities and outcomes.

• Bachelor's degree in Business, Marketing, or a related field;
• 7-10 years of experience in relationship management, preferably in the retirement or financial services industry.
• Excellent communication and interpersonal skills.
• Proven ability to develop and execute strategic plans.
• Comfortable presenting to Retirement Plan and/or Investment Committees
• In-depth knowledge of the retirement industry and its products/services.
• Ability to analyze market trends and data to make informed decisions.

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.