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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

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 We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: • Consult with clients to assess their financial situations and develop customized financial plans, • Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance, • Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes, • Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice, • Cultivate long-term client relationships based on trust, transparency, and results, • Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance, • Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards, • Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Education, Training and Requirements: • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus), • Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance, • Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products, • Exceptional communication and interpersonal skills, • Proven track record of building and managing client relationships, • Team player with the ability to collaborate with others, • Proficient in financial planning software and CRM systems, • All applicants must be 18 years of age or older Preferred Skills: • Experience with mass affluent, high-net-worth and commercial clients, • Strong analytical thinking and decision-making skills, • Bilingual or multilingual proficiency is a plus, • Familiarity with digital advisory platforms and financial technology tools, • High level of emotional intelligence, empathy, and professionalism, • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications, • Comfortable working in a fast-paced, technology-driven environment, • Detail oriented with superior organizational skills and ability to prioritize Experience: • 2–5 years of experience in financial advising, wealth management, or investment consulting

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 IT Operations Manager is responsible for the leadership, management, and operational performance of the Bank’s IT infrastructure and support services. This role ensures the stability, security, and scalability of all technology platforms, while driving continuous improvement, operational efficiency, and a high level of end-user satisfaction. The position oversees infrastructure, network operations, end-user support, and enterprise systems, ensuring alignment with business objectives, regulatory requirements, and information security standards. Essential Duties: • Ensure timely resolution of IT incidents and service requests, promoting a responsive, customer-focused support model, • Maintain and improve system uptime, performance, and operational resilience across all platforms, • Lead infrastructure initiatives including upgrades, migrations, and modernization efforts (e.g., cloud, data center, VDI), • Partner with auditors, regulators, and external consultants during audits and examinations, • Work closely with Information Security to implement and enforce policies, controls, and best practices, • Provide technical leadership across core platforms including Microsoft 365/Exchange, Citrix/VDI, Active Directory, and Nutanix environments, • Serve as an escalation point for complex technical issues across network, server, and application domains, • Establish and track key performance indicators (KPIs), SLAs, and operational metrics, • Ensure proper change management, incident management, and problem management processes are followed, • Lead, mentor, and develop IT staff, fostering a culture of accountability, collaboration, and continuous improvement, • Support remote locations and branch operations as needed (approximately 10% travel required). Qualifications Bachelor’s degree in management information systems (MIS), Computer Science, Business, or a related field, or equivalent combination of education and experience. Ongoing professional development in infrastructure, cloud technologies, and cybersecurity preferred. Minimum of eight (8) years of progressive IT experience, including leadership or supervisory responsibilities within infrastructure, operations, or support functions. Skills & Competencies: • Strong leadership, team development, and organizational management skills, • Excellent communication and stakeholder engagement abilities, • Proven ability to manage multiple priorities in a fast-paced environment, • Strong customer service orientation with a focus on user experience, • Deep technical knowledge of enterprise infrastructure, networking, and telecommunications, • Strong analytical, problem-solving, and decision-making capabilities, • Ability to work both strategically and hands on when required

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 This position serves as a vital operational and administrative liaison within the Commercial Banking division. The role is responsible for ensuring the accurate, timely, and compliant execution of all phases of the commercial loan documentation and closing process. The Coordinator partners closely with Commercial Bankers, Loan Operations, Legal Counsel, and external stakeholders to drive exceptional client service, mitigate risk, and uphold operational efficiency. Essential Responsibilities: • Act as a lead coordinator for commercial loan closings by preparing, reviewing, and validating closing documentation packages to ensure all compliance and policy requirements are satisfied., • Serve as a documentation liaison between Commercial Banking Officers and Loan Operations, ensuring seamless post-closing follow-up and resolution of outstanding conditions or documentation gaps., • Develop internal and external communications including board-level memoranda, legal correspondence, and customer-facing letters., • Maintain sensitive financial records and client files in compliance with data governance and bank confidentiality standards using enterprise document management systems., • Analyze, prepare, and distribute complex reports for executive review, including materials for internal audit and Board of Director review., • Support commercial customers with high-touch service regarding loan inquiries, transaction execution, and account maintenance., • Manage ledger entries and ensure accurate processing of commercial loan transactions, including payments, deposits, and internal transfers., • Provide operational support to department leadership through special projects, process enhancements, meeting coordination, and strategic initiatives. Strategic Value: This position directly supports revenue-generating loan activity and plays a critical role in safeguarding the bank’s legal and regulatory posture. By ensuring timely execution and document integrity, the Coordinator helps reduce risk exposure, improve client satisfaction, and support strategic banking objectives. • Emphasize Specialized Skills: Highlight expertise in commercial loan documentation, regulatory compliance, and coordination with legal and financial professionals., • Underscore Strategic Responsibilities: Detail involvement in risk mitigation, process optimization, and contributions to revenue-generating activities., • Demonstrate Cross-Functional Collaboration: Showcase experience working across departments, such as lending, legal, and operations, to facilitate complex transactions. Ancillary Duties: As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals. This position is also expected to maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, as well as ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in an accordance with government compliance timely fashion. Qualifications Education, Training and Requirements: • Associate’s degree in Business, Finance, or a related field preferred., • High school diploma required with a minimum of one (1) year of specialized post-secondary training or equivalent professional certification., • All applicants must be 18 years of age or older. Skills: • Demonstrated proficiency in Microsoft Office Suite and loan origination/documentation platforms., • Strong business writing and professional communication skills, with a proven ability to interact effectively with executive-level clients, attorneys, and cross-functional banking teams., • Exceptional organizational and analytical skills; capable of managing complex, multi-step administrative processes independently., • Deep understanding of commercial lending forms, documentation standards, regulatory requirements, and transactional workflows., • Ability to interpret and apply commercial credit policies and internal procedures., • Familiarity with legal administrative support or financial documentation review is a strong asset. Experience: • Minimum of two (2) years of experience supporting Commercial and/or Retail Lending Officers, Loan Operations, or legal professionals (e.g., paralegal or administrative legal assistant), preferably within a banking, finance, or legal services environment.

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 designing, developing, testing, deploying and maintaining new and existing custom software applications, including desktop/mobile/web/cloud applications, system integration processes, database instances, and other software projects. Essential Duties: • Lead software development lifecycle efforts including requirements gathering, design, prototyping, implementation, testing, deployment, and documentation of new and existing software projects., • Contribute to the technical direction of the team and provide technical subject matter expertise., • Participate in mentoring junior team members where applicable., • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Ancillary Duties: Performs other related duties as assigned or directed. Qualifications Education, Training and Requirements: • Bachelor’s or Master’s degree in Software Development or related field with programming related courses or equivalent., • All applicants must be 18 years of age or older. Skills: • Strong communication skills., • Ability to work effectively in a team environment and to multi-task in a fast paced environment., • Ability to work independently and remain on task., • Strong programming skills in C#, Javascript with experience in Javascript frameworks like Next.js and React., • Experience with SQL databases, such as Microsoft SQL Server, and/or No-SQL database platforms., • Experience developing and consuming web service APIs., • Experience with cloud providers such as Microsoft Azure., • Experience with AI tools like Cursor, Github Copilot, etc., • (Preferred) Experience as a Team Lead or Technical Lead., • (Preferred) Experience with modern UI frameworks., • A strong understanding of Object Oriented Design principles. Experience: • Minimum 5 years of experience in software development or programming.

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 ongoing administration of the Jack Henry Silverlake core application, and other ancillary Jack Henry applications. Work closely with software vendors to ensure reliability, and integrity of the bank’s core processing environment. Essential Duties: • Monitor the health of the Jack Henry Core application., • Function as the technical liaison with Jack Henry Associates (JHA) regarding maintenance (including core application purge processing, releases, fixes, monitoring JH updates, and troubleshooting., • Work with vendors to develop and implement effective escalation procedures for resolution of core software issues., • Tracks outstanding issues with vendors and conducts appropriate follow-up to ensure that issues are resolved in a timely manner., • Coordinates with vendors, IT System Administration, and application personnel to install and test releases, patches, and upgrades in a timely and accurate manner., • Works with vendor and bank application personnel to implement new product installations and upgrades that interface with the core system, • Woks with vendor and department representatives on data mapping or mining of the core application., • Work with the designated night processing personnel to develop and maintain procedures and policies for proper execution of the night jobs associated with the JHA systems., • Monitor daily logs of key events regarding nightly processing to insure that night processing is timely, and complete., • Work with identified resource to ensure that cross coverage exists in his/her absence., • Function as the security administrator for the JHA environment., • Work with the Department Manager, Manager of Tech Support and Information Security in the development and maintenance of policies and procedures regarding security of the JHA environment., • Coordinate bank-wide Change Management testing for releases, and maintain appropriate documentation for testing. Manage and complete form promotion through turnover and maintain required documentation., • Perform Year End Processing in test and production environment including Year End tax submission., • Report to management on performance, responsiveness, and outstanding issues regarding the core application environment on a regular basis. Ancillary Duties: Provide assistance wherever necessary to help the Information Technology Department and the bank in achieving their annual goals. Qualifications Education/Training/Requirements: • Associate Degree in Computer Science, Information Systems, or related field or equivalent experience; extensive experience with and training on change management processes, installation and maintenance of vendor supplied software. All applicants must be 18 years of age or older. Skills: • Proficient reading, writing, mathematics and analytical skills. Excellent interpersonal, communication, and supervisory skills. Must be able to thoroughly document processes and work performed. Experience: • 5 years experience in Information Technology in a banking or financial environment part of which should include application adminitration duties

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 General Function: This position is responsible for working with junior and senior level actuaries in determining the applicable financial implications associated with Small Defined Benefit and Cash Balance Plans. Essential Duties: • Review Actuarial Valuations under required governmental regulations and applicable accounting standards for pension, • Monitor and review items related to annual compliance for qualified pension plans, • Review of pension plan benefits certifications, • Use of standard spreadsheet tools and development of non-standard spreadsheets for special projects, • Review annual update of valuation system software and programming for new plans, • Review and/or draft routine correspondence for review by senior level actuaries, • Respond to client inquiries and attend some meetings with senior level actuaries, • Assist with the development of project work plans, timelines, and budgets to ensure client satisfaction, • Assist team in special consulting projects as needed Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals. Qualifications Education/Training: BA/BS degree in Mathematics, Statistics, Actuarial Science, or Economics. ASA/FSA/EA designation or significant progress towards credentials Experience: Minimum seven to ten years related work experience Competencies: Well-developed written and oral communication skills

Job Description At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an opportunity as part of our finance team. VP, Director of Finance We are seeking an experienced Director of Finance to lead the financial management, strategy, and planning of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. The successful candidate will have a blend of financial strategy, regulatory compliance and strong leadership skills. They will have a graduate degree in Accounting or Finance. A minimum of 15 years’ progressive experience required. Prior financial institution experience and CPA strongly preferred. For over 109 years Solvay Bank has been dedicated to our customers and community. Join us and enjoy the many rewards; matched 401(k) retirement savings, health and dental coverage, and more. Internal applications must be submitted by 06/24/2026 Solvay Bank is an EOE/AA/Disability/Veteran https://dol.ny.gov/system/files/documents/2023/06/p690-your-rights-as-an-employee-to-express-breast-milk-at-work-.pdf https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf Job Title: Director of Finance Position Summary The Director of Finance is responsible for supporting the financial strategy, planning, and performance management of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. Key Responsibilities Financial Strategy & Executive Partnership • Partner with the CFO, to develop and execute financial strategies aligned with the bank’s growth objectives, • Provide actionable insights on profitability, liquidity, capital planning, and balance sheet optimization, • Support strategic initiatives including loan growth, deposit strategies, and product pricing Financial Planning & Analysis (FP&A) • Lead the annual budget, multi-year financial plan, and rolling forecasts, • Analyze key drivers of bank profitability, including net interest margin (NIM), non-interest income, and expense management, • Develop and maintain financial models to support lending, deposit growth, and investment strategies, • Prepare and present financial performance reports to executive leadership and the Board of Directors Asset/Liability Management (ALM) • Oversee ALM processes, including interest rate risk analysis and balance sheet positioning, • Monitor liquidity, funding strategies, and capital adequacy, • Partner with Treasury and ALCO to optimize earnings while managing risk, • Utilize ALM models and scenario analysis to inform decision-making and investment strategies Accounting & Financial Reporting • Oversee preparation of accurate and timely financial statements in accordance with GAAP, • Ensure integrity of the general ledger and financial reporting systems, • Manage month-end, quarter-end, and year-end close processes, • Manage oversight of all reserves, Allowance for Credit Losses (ACL) and loan modifications and accounting considerations Regulatory Reporting & Compliance • Ensure timely and accurate completion of all required regulatory filings (e.g., Call Reports), • Oversee all monthly, quarterly and annual financial reporting requirements, • Maintain compliance with applicable banking regulations and internal controls, • Oversee internal and external audits and regulatory examinations, • Stay current on changes in banking regulations and accounting standards Capital & Liquidity Management • Monitor capital ratios and support capital planning strategies, • Oversee liquidity management, cash flow forecasting, and funding sources, • Provide analysis on dividend strategy, capital deployment, and stress testing Team Leadership • Lead and develop the finance and accounting team, • Establish clear goals, accountability, and performance expectations, • Promote a culture of collaboration, accuracy, and continuous improvement Process & Systems Optimization • Evaluate and enhance financial systems, reporting tools, and data analytics capabilities, • Drive automation and efficiency in financial reporting and planning processes Qualifications Education & Experience • Bachelor’s degree in Finance, Accounting, or related field (MBA preferred), • CPA strongly preferred, • 15+ years of progressive finance experience, with significant experience in banking or financial services, • Demonstrated experience with ALM, regulatory reporting, and bank financial performance management Skills & Competencies • Deep understanding of banking financial metrics (NIM, ROA, ROE, efficiency ratio), • Strong knowledge of banking regulations, Call Reports, and compliance requirements, • Expertise in financial modeling, tax planning, forecasting, and balance sheet analysis, • Experience with ALM software and financial reporting systems, • Strong leadership, communication, and presentation skills, • Ability to translate complex financial data into actionable insights Preferred Experience • Experience working directly with Asset/Liability Committee (ALCO), • Familiarity with CECL (Current Expected Credit Loss) methodology, • Experience in community or regional banking environments, • Exposure to loan portfolio analytics and deposit pricing strategies

Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. Exposure to multiple finance doma

$45 - $65/hourpayAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Planning and Analysis Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze complex financial and marketing datasets to deliver actionable business intelligence., • Develop, refine, and implement advanced financial models, forecasts, and scenario analyses., • Create comprehensive rubrics using your field knowledge to enhance and refine AI models., • Prepare, review, and optimize financial reporting under US GAAP/IFRS standards., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with financial regulations and internal controls., • Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies. Required Skills and Qualifications: • Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field., • Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance., • Investment banking experience is highly preferred, • Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences., • Strong analytical mindset and attention to detail. Preferred Qualifications: • CPA, CFA, or a similar advanced financial certification., • 7+ years of overall professional experience., • In-depth experience with SaaS metrics and performance analytics.

$30 - $65/hourpayFinancemicro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale. Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Finance Expert Job Type: Contractor Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains., • Evaluate and refine financial models, reports, and documents to ensure accuracy and relevance., • Review and assess AI-generated outputs for correctness, clarity, and alignment with industry standards., • Collaborate with technical teams to communicate complex financial concepts effectively, both in written and verbal form., • Stay up-to-date with the latest trends and best practices in finance, particularly in the PE and IB sectors., • Deliver constructive, actionable recommendations to enhance AI training and outputs., • Serve as a subject matter expert, ensuring data integrity and the highest level of domain-specific nuance in all tasks. Required Skills and Qualifications: • Deep expertise in finance, with demonstrable experience in Private Equity and/or Investment Banking domains., • Exceptional written and verbal communication skills, able to explain intricate concepts clearly and concisely., • Strong analytical and problem-solving abilities, with a keen attention to detail., • Experience reviewing, editing, or creating complex financial materials., • Proven ability to work independently in a remote environment, managing deadlines and priorities efficiently., • High level of integrity and professional judgment in handling sensitive information., • Familiarity with industry standards, financial modeling, and reporting best practices. Preferred Qualifications: • Advanced degree in Finance, Economics, or a related field., • Prior experience contributing to AI, data annotation, or technology-driven finance projects., • Certifications such as CFA, CPA, or similar credentials are a distinct advantage.

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 A Teller Rotating will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer. • Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude, • Actively listen for potential sales opportunities to promote specific bank products an services, and refer customers accordingly, • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines, • Ability to understand direction and adhere to established policies and procedures, • Other related duties as assigned or directed, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner Qualifications • High School Diploma or GED required, • Basic math and computer skills, • Documentation skills with attention to detail, • Professional and friendly interpersonal and communication skills, • Clear thinking and ability to stay focused, • Must be able to consistently demonstrate the Company’s core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility, • Prior customer service skills preferred, • All applicants must be 18 years of age or older, • Travel is required to surrounding branches as needed

We are building a benchmark dataset to evaluate AI models on professional document understanding and instruction following within the Finance & Banking domain. Ideal candidates have 3+ years of hands-on experience in one or more of the following sub-domains: - Investment & financial analysis - Finan

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 Wealth Management Liability Consultant serves as a strategic balance sheet and lending consultant supporting the integrated wealth management platform of Nottingham Financial Group, including: • Nottingham Investment Services - A team of 30 Financial Consultants (partnered with LPL Financial as Broker Dealer)., • Nottingham Trust - 20 Trust Officers providing fiduciary and estate planning services., • Nottingham Advisors - The Asset Management Group, which manages portfolios for high-net-worth (HNW) individuals and institutional clients. This highly experienced professional will act as the primary lending strategist and credit advisor across all three business lines, providing customized, client-centric lending and balance sheet solutions that complement the firm’s holistic wealth management approach. The ideal candidate possesses deep knowledge of private banking, credit structures, and wealth lending products — along with full securities licensing and demonstrated experience collaborating within a multi-disciplinary wealth team environment. Essential Duties: Lending and Balance Sheet Consultation • Serve as the firm’s subject matter expert on lending and credit strategy, delivering personalized liability management advice to HNW individuals, business owners, and institutional clients., • Design and recommend comprehensive balance sheet solutions integrating both sides of the client’s financial statement — assets and liabilities., • Advise on and structure lending solutions across a range of products, including:, • Securities-Based Lending (SBL), • Residential and Jumbo Mortgages, • Specialty Asset Financing, • Custom Credit Facilities for HNW and Institutional Clients Partnership and Collaboration • Partner closely with Financial Consultants (LPL-affiliated) to identify and execute credit opportunities that enhance the overall wealth plan and deepen client relationships., • Collaborate with Trust Officers to provide liquidity and lending solutions for trust clients and estate planning strategies., • Work in tandem with Portfolio Managers and the Asset Management Team to develop liability strategies that align with investment objectives, cash flow needs, and risk tolerance., • Serve as an internal resource, trainer, and consultant for credit strategy education across the wealth platform., • Liaise with internal banking partners and external credit providers to ensure efficient execution, competitive pricing, and adherence to policy standards. Client Engagement and Relationship Management • Participate in joint client meetings alongside Financial Consultants and Relationship Managers to deliver comprehensive balance sheet advice., • Proactively identify and originate lending opportunities to support client acquisition and retention., • Deliver high-touch, consultative service tailored to HNW and institutional client needs., • Maintain strict adherence to regulatory and compliance standards across lending and securities activities. Strategic and Leadership Contributions • Support the President & Program Leader in developing firmwide credit strategy and balance sheet management initiatives., • Contribute to cross-functional projects aimed at integrating lending capabilities with investment, trust, and advisory functions., • Serve as a thought leader on credit market trends, risk management, and interest rate environment impacts., • Help shape and refine the firm’s advisor training and lending enablement programs Qualifications Education, Training, Experience, and Skill Requirements: Requirements: • Education: Bachelor’s degree in Finance,, • Economics, Business, or related field required; MBA or advanced degree preferred., • Licensing:, • FINRA Series 7 and 66 (or 63 & 65) required., • NMLS registration preferred (for mortgage-related activities). Experience: • Minimum 10+ years in private banking, wealth lending, or credit advisory roles serving high-net-worth and institutional clients., • Proven track record developing customized credit solutions and collaborating with financial advisors, trust professionals, and portfolio managers., • Deep understanding of credit analysis, collateral structures, and risk mitigation strategies., • Strong communication and presentation skills; ability to articulate complex lending concepts clearly to advisors and clients., • Familiarity with LPL Financials platform or similar independent broker/dealer environments strongly preferred., • High ethical standards, collaborative mindset, and commitment to a fiduciary culture. Core Competencies • Strategic Advisory Skills – Ability to integrate credit strategy into comprehensive wealth planning., • Collaboration & Influence – Effective working across business lines and with external partners., • Client-Centric Mindset – Commitment to delivering value through holistic advice and exceptional service., • Financial Acumen – Deep knowledge of complex lending products and credit market dynamics., • Regulatory Awareness – Understanding of securities and lending compliance requirements., • Leadership – Ability to educate, mentor, and elevate the credit literacy of the advisory team., • All applicants must be 18 years of age or older.

Understanding of Commercial Banking products and services. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets aro

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 A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. • Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism, • Determine customer needs, explain and sell products and services, • Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience, • Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs, • Participate in branch prospecting efforts and sales initiatives, • Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc., • Serve as a liaison between customer and operational areas, • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines, • Ability to understand directions and adhere to established policy and procedures, • Able to remain focused and organized to successfully complete responsibilities, • Actively participate in branch meetings and training to enhance knowledge and development of skills, • Other related duties as assigned or directed, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner, • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: • High School Diploma or GED required, • Excellent interpersonal and communication skills, • Accurate and proficient math skills, • Documentation skills with attention to detail, • Clear thinking and ability to remain focused, • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence, • Internal product knowledge and teller training (provided after hire) Experience/Other: • Two (2) years of customer service and/or banking normally required, • All applicants must be 18 years of age or older.

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Positions the extensive capabilities of Merrill and Bank of America. Get training and one-on-one coaching from our award-winning Academy at Bank of Ameri

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 • Serve as the primary steward of HR data by overseeing and maintaining the HRIS database, ensuring data integrity, accuracy, scalability, and integration across all HR system modules., • Lead the use of AI-enabled tools, analytics, and automation to proactively improve data quality, reduce manual effort, and drive operational and strategic insights., • Design, implement, and optimize data-driven and AI-assisted HR workflows, including automation, guided processes, and self-service experiences., • Provide advanced technical support, configuration, and enablement for HR systems, including training HR teams on data literacy, analytics usage, and AI-supported functionality., • Partner with HR, IT, and business leaders to identify, evaluate, and implement AI, analytics, and automation use cases that improve workforce decision-making and outcomes., • Support HRIS reporting and analytics strategy through development of dashboards, trend analysis, predictive insights, and executive-ready data views., • Translate business and HR questions into structured data requirements and analytics solutions that support evidence-based decisions., • Help ensure strong data governance, security, privacy, and regulatory compliance across HR systems, including responsible and ethical use of AI technologies., • Troubleshoot complex HRIS and data issues, including those related to integrations, automation logic, reporting accuracy, and AI-enabled processes., • Support system upgrades, integrations, data migrations, and M&A activities with a strong focus on data standardization, validation, and automation., • Act as a subject matter expert for HR data, analytics, and AI capabilities, responding to inquiries and advising stakeholders on best practices., • Continuously evaluate emerging HR technology, analytics, and AI capabilities (e.g., roadmap features) and translate them into practical, compliant solutions., • Maintain strong working knowledge of applicable laws, regulations, internal controls, and company policies related to HR data, analytics, and technology., • Support the Human Resources Department and the organization in achieving operational, strategic, and technology-enabled goals through data-driven insights. Qualifications Education, Training and Requirements: • Strong experience managing, analyzing, and governing HR data within an HRIS or enterprise system., • Advanced analytical skills with the ability to translate HR and business questions into data-driven insights., • Experience developing dashboards, reports, trend analysis, and executive-ready analytics., • Working knowledge of AI-enabled HR tools, automation, and decision-support capabilities., • Ability to design and optimize data-driven and AI-assisted workflows and self-service processes., • Experience supporting system integrations, data migrations, and automation logic., • Strong understanding of data governance, privacy, security, and regulatory compliance in HR systems., • Proven ability to troubleshoot complex HRIS, data, reporting, and automation issues., • Ability to partner effectively with HR, IT, and business stakeholders to drive technology-enabled solutions., • Strong communication skills, including the ability to explain data, analytics, and AI insights to non-technical audiences., • Commitment to responsible and ethical use of data and AI technologies., • Continuous learner with interest in emerging HR technology, analytics, and AI capabilities., • Bachelor’s degree in Human Resources, Information Systems, Data Analytics, Business, or related field required., • 5+ years of experience working with HR systems, HR data, analytics, or HR technology., • Experience in financial services or other regulated industry preferred., • Demonstrated experience supporting enterprise HRIS platforms (e.g., UKG, Workday, ADP, or similar)., • Strong experience managing, analyzing, and governing HR data within an HRIS or enterprise system., • Advanced analytical skills with the ability to translate business needs into data insights., • Experience developing dashboards, reports, and executive-level analytics., • Working knowledge of AI-enabled HR tools, automation, and decision-support technologies., • Experience supporting system integrations, data migrations, and workflow automation., • Strong understanding of data governance, privacy, security, and compliance., • Proven ability to troubleshoot complex HR systems, data, and reporting issues., • Strong communication and stakeholder engagement skills., • All applicants must be 18 years of age or older.

Are you a Letter of Credit Specialist with a passion for trade finance and a proven ability to navigate the intricacies of international banking operations? Natixis's Operations department seeks a skilled professional to join our essential team.

The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles. Experienced Vice President FinTech Investment Banking. Financial Tec

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Join a dynamic team focused on originating, executing, and syndicating debt financings across loan, private placement, and debt capital markets, with a global reach.You will play a key role in supporting advisory and arranging mandates within high-growth sectors such as Power & Renewables, Midstream

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Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets. Contributors will apply their expertise in areas such as M&A advisory, equity a

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Vice President Site/Civil Engineering Practice Lead.We are currently seeking a highly skilled and motivated.Vice President – Site/Civil Engineering Practice Lead.New York, NY or Mineola, NY office.The Vice President will play a crucial role in leading the growth of the practice and the delivery o

The Operations Administrator provides dedicated administrative, operational, and compliance support at site level to enable Site Managers to focus on strategic leadership, safety performance, client engagement, and operational excellence.This role is responsible for delivering accurate and timely re

Administrative Assistant 1 or Administrative Assistant Trainee 1/2 (NY HELPS).Occupational Category: Clerical, Secretarial, Office Aide.Bargaining Unit: ASU - Administrative Services Unit (CSEA).Salary Range: From $47695 to $58447 Annually.Jurisdictional Class: Non-competitive Class.

This position is 100% in-office and reports to our state-of-the-art call center facility on site in Syracuse, NY.Rapid Response Monitoring is a national leader in the monitoring of alarms and security systems.Designated as an Essential Business by the Department of Homeland Security, we are dedicate

Customer Service Representative.Our motto, "We are Ladies and Gentlemen, serving Ladies and Gentlemen", is evident in every interaction with our customers, co-workers, and team mates.We strive to find the best and brightest talent for each position within our organization, enabling the unique qualit

We are a very busy office and are looking for our next great team member.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are a growing agency with big dreams and lots of potential.Our team works hard to reach our

Customer Service Representative.Summary: Under the direction of the Supervisor of Customer Service, this position resolves customer inquiries via telephone, email, walk-in, and mail regarding plan benefits, claim payments and denials, and eligibility in accordance with custom designed benefit plans.

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Become an integral part of Consumer & Community Banking tea

Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.As a Customer Service Representative, you will enjoy:.Medical, Vision, Dental, &

Customer Service Representative I.Take your career further with McLane! The McLane team is the driving force behind our success.A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly.Their dedication, experti