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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 Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied., • Administer and settle trust and estates in accordance with a decedent’s Last Will & Testament, Trust Agreement, and/or applicable documents., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations, • Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Daily review of account activity., • Perform annual reviews and any other applicable regulatory reviews, • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures., • Direct and oversee the transfer of funds, distributions, and payment of invoices., • Manage, secure, insure, value, and oversee unique/non-standard assets in accounts., • Prepare interim and final accountings for trusts and estates, as needed., • Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.)., • Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities., • Supervise assigned personnel in accordance with all relevant corporate policies, • Provide guidance and training support to Trust personnel and internal/external business partners as needed, • Perform other related duties as assigned or directed. Qualifications Education, Training and Requirements: • J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred, • All applicants must be 18 years of age or older, • Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply. Skills: • Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver’s license. Experience: • Minimum of five (5) years' experience in trust industry or related position preferred with at least three (3) years’ experience as a Trust Officer preferred.

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 Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Rate and quote renewal Commercial Lines risks., • Screen, place, and approve Commercial Lines applications., • Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority., • Prepare and authorize ID cards for auto clients when necessary., • Initiate, screen, and prepare endorsement requests on Commercial Lines., • Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on., • Authorize cancellation requests., • Rate and compute endorsement, cancellation, additional or return premiums., • Review Company produced policies, endorsements, audits for accuracy., • Compute and initiate premium finance contracts as needed., • Take claim reports and maintain claim files on clients handled as needed., • Prepare summaries and proposals of insurance for existing accounts., • Prepare bonds, endorsements, and cancellations., • Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Authorize binding of Commercial Lines coverage within authority granted by the carrier., • Contact carriers as needed., • Contact producers as needed., • Maintain client files and make client contacts as needed., • Perform other duties as required., • 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 Qualifications MINIMUM QUALIFICATION REQUIREMENTS: 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, • Property/Casualty License Required, • If licensed, maintain Agent/Broker License through continuing education., • Three Years Insurance Experience Required, • Customer Service Experience, • Ability to use menu-driven software in addition to Word and Excel programs., • Ability to work independently., • Good organizational skills with the ability to manage multiple tasks efficiently., • Must possess a valid driver’s license and clean motor vehicle record.

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $90,000 - $120,000 at plan yearly Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Customize financial plans for each client based on potential life changes and changing financial needs, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Customize financial plans for each client based on potential life changes and changing financial needs, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Bachelor’s degree in business administration, finance, or related field is required, • Superior relationship skills, communication skills, and customer service skills are necessary, • Business mindset, • Relevant knowledge of the financial industry, financial products, and best practices is preferred, • Experience in sales & finance is helpful but not requiredAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description Insero Talent Solutions is recruiting an experienced and highly motivated Tax Manager/Sr. Tax Manager to join their dynamic and growing team. This is an excellent opportunity for a tax professional who thrives in a collaborative, client-focused environment. They take pride in maintaining a fun, flexible, and team-oriented workplace that values both professional excellence and personal well-being. As a Tax/Sr. Manager, you will play a key leadership role in managing client relationships, overseeing complex tax engagements, and mentoring staff — all while helping shape the continued growth and success of the firm. This is a hybrid/remote position located in Syracuse, NY. There is also an option for candidates outside of the Syracuse, NY area to work fully remote with occasional travel to Syracuse. Key Responsibilities • Serve as a front-line client advisor, developing strong, lasting relationships with clients and ensuring the highest quality in service delivery and compliance., • Lead complex tax planning and strategy engagements, offering innovative and practical solutions to minimize tax liabilities and achieve client goals., • Review and evaluate tax research, methodology, and conclusions to ensure accuracy and quality., • Represent clients during IRS audits, administrative hearings, and other regulatory interactions., • Collaborate with Partners on practice development, management, and strategic initiatives to support firm growth., • Represent the firm within professional and community organizations, strengthening our presence and reputation., • Oversee Tax Department scheduling and workload management to ensure efficient operations., • Minimum 6 years of progressive tax experience, 7 years or more for Sr. Tax Manager, preferably in a public accounting firm., • Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation preferred)., • Active CPA license required., • Demonstrated commitment to exceptional client service and professional integrity., • Strong communication and relationship-building skills, with the ability to explain complex tax matters clearly., • Highly organized, detail-oriented, and self-motivated, with the ability to manage multiple priorities and meet deadlines. We are proud to be one of Central New York's leading certified public accounting firms, serving clients locally and nationwide for over 40 years. Our firm has grown organically through a strong emphasis on teamwork, integrity, and excellence. We specialize in providing audit, accounting, tax, and management consulting services to clients across diverse industries, including: • Construction and contracting, • Credit unions and financial institutions, • Energy and independent power producers, • Professional services The Benefits: We offer a comprehensive and competitive benefits package, including: • Competitive salary and performance-based incentives, • Unlimited (self-managed) paid time off for managers, • Paid holidays and flexible scheduling options, • 401(k) plan with firm contributions, • Employer-provided parking benefit, • Comprehensive health and welfare plan options (medical, dental, vision, etc.) Apply today to become part of a firm that values excellence, collaboration, and community.

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 Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, primarily in our Construction Risk Management business, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program. WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Develop and maintain good working relationships with clients., • Introduce and promote new products through communication with clients., • Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible., • Consult on the most effective coverage for a particular need., • Deliver good customer service by responding swiftly to queries and concerns from clients., • Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms., • Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis., • Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote., • Working with producers, obtain additional information from clients required for Insurance Carriers offering quotes., • Check quotes against Agency Management System for accuracy of coverage., • Review, update, input quoted data into company proposals., • Bind coverage and update Agency Management System to reflect issuance instructions., • Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies., • Participate in meetings with Carriers to obtain knowledge of markets, • Ensure compliance with procedures of OneGroup by keeping up to date with all changes., • Negotiate with underwriters to amend policies where necessary in order to meet client demand., • Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Participate in seminars and training for skill and knowledge development., • Perform other duties as required. Qualifications 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: • Property/Casualty License Required, • Maintain Agent/Broker License through continuing education, • Earn or maintain CISR Designation Experience/Skills: • 5 years Insurance Experience Required, Preferred Knowledge of Construction Risk, • 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

Job DescriptionSalary: 55000-75000 Are you a sales professional that is also interested in cars? Do you like engaging directly with customers? Enjoy a sales career with absolutely no cold calling!! About us Our company has been doing business and providing exceptional customer service for over 50 years! Enjoy a salary and commission combination that can combine to be significantly higher than $50,000/ year while working an 8-5 schedule. We are a growing and industry-leading organization with multiple immediate openings for experienced sales professionals. We are seeking candidates highly motivated and looking for a new challenge in a fast-paced sales environment. There is a base salary for this position as well as enjoy commission on all sales. There is no cap on your earning potential. Paid Training. Descriptive Summary A Service Advisor is responsible for speaking with clients and potential customers to help them learn about our products and services. Their duties include meeting with clients, explaining how the companys products or services function, and providing training for the product or service to the customer. Key Performance Indicators Primary Job duties in this role: • Check-in customers for service, • Provide customer service on available services, • Follow up on sales leads, • Offer product and service information to prospective customers. Core Functions List the core functions of the position: Performs check-in process for MTC and retail customers Establish and maintain healthy, long-term relationships with clients to generate repeat business and referrals. Input products and services sold into our billing software. Take incoming calls from customers Book retail appointments for all inquiring customers Follow up with customer on vehicle status Call and follow up on sales leads given Conduct quality control inspection on customers' vehicles before picking up Give customer overview of services performed at pick up Maintain a professional work environment. JOB Qualifications: Above-average communication and interpersonal skills • Excellent negotiation and persuasive skills for closing deals, • Good networking skills and the ability to handle numerous client companies and customers, • Ability to work under pressure and devise sales strategies, • Ability to explain product features and benefits in a way that stands out over competing brands, • Passionate about selling and finding ways to satisfy customers needs, • Resilience and a willingness to deal with rejection, • Excellent organization and management capabilities, including being a team player Winning Behaviors, Competencies, and Skills Define behaviors and values: Personality and communication (soft skills): Become an expert in our product offerings and serve as a go-to source for clients who want more information concerning our products. Establish and maintain healthy, long-term relationships with clients to generate repeat business and referrals. Experience Education: High school diploma Work Experience: 5+ years of product and service sales experience. Industry Knowledge: Familiar with the automotive industry or ability to learn the industry. Job Type: Full-time Salary: $50,000.00 - $75,000.00 per year low estimate with commission - no cap on earnings or commission Benefits: • 401(k), • 401(k) matching, • Dental Insurance, • Employee discount, • Health insurance, • Paid time off, • Parental leave, • Vision insurance Schedule: • 8-hour shift, • Day shift, • Monday to Friday, • Weekend availability Supplemental pay types: • Commission pay Education: • High school or equivalent (Preferred) Experience: • Sales Experience: 3 years (Required), • Customer Service: 5 years (Required)