Municipal Banking Administrative Assistant - Community Bank System, Inc.

Overview:

At Community Bank System, Inc. (CBSI), 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 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer 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 CBSI, we offer competitive compensation, good 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 Municipal Banking Administrative Assistant is responsible for supporting the Municipal Banking Officer and Branch staff in execution of all administrative duties associated with municipal deposit functions, the lending function,  assistance with selling and cross-selling of bank products, and adherence to bank loan policy guidelines and credit administration procedures. Group support is considered dynamic and may change periodically depending on workflow needs.

• Support lending officer(s) in daily activities:
  • Approve overdrafts within the confines of authority, obtain proper approval when necessary
  • Initiate customer contact to resolve issues or satisfy needs including overdrafts, documentation exceptions or loan payment delinquencies
  • Independently work with customer and necessary parties (i.e. attorneys) to coordinate all phases of a loan closing; order and review loan documents to ensure compliance with bank policies and procedures; perform preliminary review of title work
  • Prepare all necessary tickets to load the loan(s)
  • Monitor covenant compliance
  • Monitor future loan maturities
  • Coordinate the opening of deposit accounts with the appropriate branch;
  • Scan documents for imaging
  • Set priorities and organize time to meet deadlines.  Flexibility to work in fast-paced environment with changing priorities.
• Actively support customer team relationships:
  • Build solid rapport and create seamlessness between the  and Municipal Banking Officers and the  and Municipal Banking Assistant and banking peers
  • Troubleshoot operational or credit administration issues impacting customers.
  • Assist customers with wire transfers, ACH transactions and Remote Deposit Capture transactions
  • Develop relationships via product support, assist with deposit product set-ups and cross-selling of products; ensure timely and successful installation of new customer systems such as on-line banking and remote deposit
• Assist in the approval process:
  • Gather appropriate documentation (such as annual reports.), complete the COM Request Form and submit it to the Senior Credit Officer and then track the loan process through completion of COM for the lender, if necessary.
• Perform Cash Management Services analysis, new account setups, and ongoing maintenance in conjunction with Municipal Banking Officer(s) and Branch Department personnel.
• Perform any and all duties as assigned from time to time, including support to all branch managers and Municipal Banking Officer(s), when deemed necessary to support municipal banking customers.
• As an integral member of the Municipal Banking Team, this position is also responsible to provide assistance wherever necessary to help the Team and the Bank in achieving their annual goals.

Qualifications:

• An Associate's degree or equivalent
• Proficient reading, writing, grammar, and mathematics skills
• Strong organization skills
• Ability to comprehend and practice sound banking procedures and operations in a regulated environment
• Aptitude and demonstrated proficiency in use of computer technology
• Competency in relevant banking platform systems
• Willingness to personally master use of electronic products and services offered by the bank
• Strong interpersonal skills
• Teamwork skills
• Strong analytical skills
• One year of professional office experience

Min:USD $17.50/Hr.Max:USD $23.82/Hr.Other Job Information:

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.

 

Community Bank System, Inc. 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.

 

Community Bank System, Inc. 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: employment@cbna.com