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Treasury Management & Government Banking Junior Analyst Part Time (20 hrs. per

Part-time

Community Financial System, Inc.

LATHAM, NYPart-timeSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
LATHAM, NY
Schedule
Part-time
Work Authorization
Not specified

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Job overview

Community Financial System, Inc. seeks a part-time Treasury Management & Government Banking Junior Analyst to support Treasury Management, Government Banking, and Commercial Banking teams. The role assists with data collection, reporting, departmental tracking, and special projects, while offering hands-on exposure to banking products, operations, reporting processes, and industry analytics.

Skills & qualifications

RequiredNice to have

Skills

Data CollectionReport PreparationData ReportingSpreadsheet ManagementDashboard TestingProcess DocumentationData Accuracy ReviewCustomer Research

Full 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 The Treasury Management & Government Banking Junior Analyst provides administrative, reporting, and operational support to the Treasury Management, Government Banking, and Commercial Banking teams. Reporting directly to the Senior Treasury Management & Government Banking Financial & Data Analyst, this position assists with data collection, report preparation, departmental tracking, and special projects.This position offers an opportunity to develop knowledge of Treasury Management products, Government Banking services, Commercial Banking operations, data reporting processes, and banking industry analytics through hands-on experience supporting departmental initiatives.Essential Duties:Reporting & Administrative Support: * Assist in the preparation and distribution of recurring and ad hoc departmental reports. * Gather, organize, and maintain data related to Treasury Management, Government Banking, and Commercial Banking activities. * Update tracking spreadsheets, databases, reports, dashboards, and departmental records. * Assist with sales, referral, pipeline, and customer activity reporting. * Support the preparation of presentations, meeting materials, management reports and dashboards. * Assist in the preparation of Treasury Management, Government Banking, and Commercial Banking reporting packages. * Review reports for accuracy and escalate discrepancies as appropriate. * Maintain reporting schedules and assist with report distribution.Treasury Management, Government Banking & Commercial Banking Support: * Provide administrative and reporting support to Treasury Management Officers, Government Banking Officers, Commercial Banking Officers, and department management. * Assist with ensuring the accuracy of customer relationships, deposit, loan, and portfolio information. * Support business development efforts by gathering customer and prospect information. * Support customer portfolio reviews by gathering data and preparing reports used to identify product and service opportunities. * Respond to internal requests for information and assist with customer-related research. * Assist with Commercial Banking reporting and data requests related to Treasury Management and Government Banking relationships.Operational Support: * Collaborate with Deposit Operations, Finance, Commercial Support Services, Commercial Banking, IT, and other departments to obtain information needed for reporting, analysis, and special projects. * Assist with documenting processes, procedures, and departmental records. * Assist with audits, examinations, and internal reviews by collecting and organizing requested documentation and information. * Participate in testing reporting tools, dashboards, system enhancements, and process improvements. * Assist with special projects and departmental initiatives as assigned. * Perform rout

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