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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. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. 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. 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. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects 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 Master's and/or PhD 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. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. 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. 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. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects 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 Master's and/or PhD 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. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. 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. 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. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects 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 Master's and/or PhD 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. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. 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. 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. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects 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 Master's and/or PhD 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 The Manager, Fraud Prevention is responsible for leading the Bank’s front-line fraud prevention function, including daily fraud alert management, transaction monitoring activities, customer fraud response, and prevention staff oversight. This role ensures fraud prevention operations are executed effectively, consistently, and in alignment with the Bank’s risk appetite, service standards, and operational expectations. The Manager, Fraud Prevention is accountable for the performance of the fraud prevention team, the quality and timeliness of alert and case handling, and the coordination of fraud prevention activities the bank. This position serves as a key escalation point for complex fraud prevention matters and helps drive procedural improvements, team development, and operational consistency. Essential Responsibilities: • Lead, supervise, and develop fraud prevention staff and team leads responsible for daily transaction monitoring and fraud alert handling., • Oversee day-to-day fraud prevention operations, including queue management, workflow prioritization, staff coverage, and service level performance., • Ensure fraud alerts, suspicious transactions, customer contacts, and prevention-related cases are reviewed and resolved accurately and within established timeframes., • Serve as the primary escalation point for complex or high-risk fraud prevention events, including unusual account activity, customer-impacting fraud situations, and operational exceptions., • Balance fraud mitigation efforts with customer experience considerations to support sound decision-making and minimize unnecessary customer disruption., • Partner with Deposit Operations, Contact Center, Branch teams, Risk, Compliance, and other internal stakeholders to support fraud controls and issue resolution., • Monitor fraud volumes, trends, workflow bottlenecks, and loss patterns and recommend improvements to staffing, processes, procedures, or controls., • Support the implementation and ongoing refinement of fraud prevention procedures, job aids, workflows, and documentation standards., • Perform quality oversight of team activity to ensure consistency, proper documentation, and compliance with internal policy and regulatory expectations., • Manage team performance through coaching, feedback, training, and performance discussions, while fostering accountability and continuous improvement., • Assist with onboarding and development of new employees and support creation of a scalable, well-trained prevention team structure., • Contribute to fraud reporting, management updates, trend analysis, and department metrics as needed., • Support change management efforts related to fraud tools, monitoring strategies, system enhancements, and procedural updates., • Maintain awareness of evolving fraud typologies, scam trends, and customer-impacting threats affecting deposit and payment channels., • 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., • Other duties as assigned. Qualifications Education/Training: • 8-10 years of experience in fraud, Deposit Operations, branch operations, risk management, or financial services., • Minimum of 2 years of people leadership, supervisory, or team lead experience., • Experience overseeing operational workflows, staff performance, and case or alert management in a banking or fraud environment., • Prior experience handling customer-impacting fraud issues, transaction monitoring, or deposit account fraud prevention preferred., • All applicants must be 18 years of age or older. Preferred Qualifications: • Prior management experience in a fraud prevention, fraud operations, Deposit Operations, or financial crimes environment., • Experience with fraud monitoring systems, case management tools, and operational reporting., • Familiarity with consumer banking products, deposit operations processes, and fraud prevention controls. Skills: • Strong knowledge of deposit account fraud, consumer fraud schemes, check fraud, debit card fraud, scams, and transaction risk indicators., • Working understanding of telecommunication best practices, including coaching and developing best practices for customer remediation considerations., • Strong leadership and staff management skills, including coaching, accountability, and workflow coordination., • Ability to evaluate fraud risk while balancing operational practicality and customer experience., • Strong verbal and written communication skills with the ability to work effectively across frontline and operational teams., • Ability to identify trends, assess workflow challenges, and implement practical process improvements., • Strong organizational skills and ability to manage multiple priorities in a fast-paced environment., • Sound judgment, attention to detail, and ability to make timely decisions in a risk-sensitive 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 The Fraud Investigator is responsible for conducting complex fraud investigations involving suspicious account activity, transactional anomalies, payment-related fraud events, customer fraud claims, scamrelated losses, account takeover activity, check fraud, digital banking abuse, and other elevated fraud matters. This role serves as an experienced individual contributor within the Bank’s fraud investigations function and is responsible for developing investigative findings, assessing fraud exposure, identifying broader patterns of risk, and recommending actions to mitigate loss and protect the Bank and its customers. The Fraud Investigator is expected to operate with a high degree of independence and sound judgment in the review and resolution of complex fraud matters. This position is designed as an advanced professional role within the fraud investigations career path and serves as a developmental step toward leadership and broader operational oversight within the investigations function. Essential Duties: • Conduct complex fraud investigations involving suspicious activity, payment anomalies, customer fraud events, scam-related losses, account takeover, check fraud, ACH and wire concerns, card-related activity, digital banking misuse, and other elevated fraud matters., • Analyze account histories, transactional activity, payment flows, channel behavior, relationship linkages, case chronology, customer interactions, and system records to determine fraud exposure, root cause, and appropriate action., • Develop clear investigative findings, case narratives, timelines, and recommendations related to account actions, loss mitigation, recovery efforts, restrictions, closures, monitoring, and escalation., • Identify patterns of suspicious behavior, repeat victimization, organized activity, operational vulnerabilities, and emerging fraud typologies that may require broader review or control enhancement., • Apply sound risk-based judgment in determining case severity, next steps, escalation thresholds, and investigative outcomes while balancing customer impact and operational practicality., • Work across internal fraud systems, core banking platforms, transaction monitoring tools, case management systems, research tools, and related bank technologies to conduct investigations and document findings., • Maintain a working understanding of how banking transactions move through operational systems, including payment processing flows, file transmission processes, exception handling, posting environments, and related fraud points of exposure., • Operate with a working understanding of applicable laws, regulations, legal processes, and internal policy requirements relevant to fraud investigations, account action, payments, customer claims, records, and case documentation., • Partner with Operations, Deposit Operations, Branch Administration, Customer Care, Digital Banking, Information Security, Physical Security, Compliance, BSA/AML, Legal, and other stakeholders to support effective case resolution and coordinated fraud response., • Support management reporting, trend identification, procedural improvement, and investigative quality by identifying recurring issues, control gaps, and operational opportunities that arise through casework. Ancillary Duties: As an integral member of the Fraud Operations Department, this position is also responsible to provide assistance wherever necessary to help the Security Department and the Bank in achieving their annual goals. Qualifications Education/Training: • Bachelor’s degree in Criminal Justice, Business, Finance, Accounting, Risk Management, or a related field preferred; equivalent professional experience may be considered., • 5–7 years of progressive experience in fraud operations, fraud investigations, financial crimes, payment risk, Deposit Operations, or related work within a financial institution., • Demonstrated experience investigating elevated fraud matters, employee fraud, suspicious activity, payment-related risk, or customer-impacting fraud events. Skills: • Strong investigative and analytical skills, with the ability to independently assess complex account, customer, and transaction activity and develop clear, well-supported case findings., • Strong understanding of fraud typologies affecting deposit, payment, card, digital banking, and account access channels within a financial institution., • Strong knowledge of fraud systems, case management platforms, monitoring tools, core banking systems, and research tools used to investigate suspicious activity and support case development., • Working knowledge of banking operations, including transaction processing, payment routing, file transmission, exception handling, and account servicing workflows relevant to investigative casework., • Ability to apply sound risk-based judgment in evaluating suspicious activity, customer impact, fraud exposure, and operational risk to support effective case resolution., • Strong understanding of fraud investigations, payment risk, and escalation practices within a regulated banking environment., • Working understanding of applicable laws, regulations, procedures, and legal processes relevant to fraud investigations, records handling, payment disputes, and case outcomes., • Strong written and verbal communication skills, including the ability to document investigative findings thoroughly and communicate effectively with internal stakeholders., • Strong judgment, professionalism, confidentiality, and ability to handle sensitive matters with discretion., • Ability to identify suspicious patterns, root causes, and investigative findings that support effective case resolution and fraud risk reduction. Experience: • Advanced fraud, investigations, payments, or banking operations training preferred., • Relevant certifications such as CFE, CAMS, CFCS, APRP, or similar credentials are preferred., • Experience working across fraud systems, core banking platforms, transaction monitoring tools, case management systems, and related bank technologies preferred., • Experience with deposit and payment fraud, digital banking risk, scam typologies, and investigative documentation strongly 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 The Manager, Fraud Investigations leads the Bank’s higher-risk fraud analysis and investigative functions, including oversight of Analysts, Fraud Investigations, Fraud Investigators, and associated Team Leads. This role is responsible for the operational leadership, quality, effectiveness, and strategic development of the Bank’s fraud investigations structure and ensures elevated fraud matters are handled consistently, thoroughly, and in alignment with the Bank’s risk management expectations. This role oversees the team responsible for complex fraud case analysis, formal investigations, investigative escalations, and higher-risk fraud matters beyond routine prevention activity. The Manager, Fraud Investigations is accountable for team performance, investigative quality, workflow oversight, escalation governance, and the continued evolution of investigative capabilities, procedures, and controls. Essential Responsibilities: • Lead and manage the Bank’s fraud investigations function, including Fraud Investigation Analysts, Investigators, and Team Leads., • Oversee daily operations, staffing, workflow prioritization, quality standards, escalation handling, and case management across the higher-risk and investigative fraud teams., • Ensure elevated fraud matters, investigative referrals, and complex fraud cases are handled timely, thoroughly, and consistently., • Provide leadership support and direction on major fraud events, sensitive customer matters, complex loss situations, suspicious patterns, and broader institutional risk concerns., • Establish and reinforce investigative standards for case development, analysis, documentation, quality, and escalation., • Partner with fraud prevention leadership and other internal teams to ensure appropriate case handoff, issue resolution, and alignment across the broader fraud operating model., • Monitor investigative trends, case outcomes, losses, root-cause themes, and control opportunities and recommend procedural or strategic improvements., • Support management reporting, metric development, trend analysis, and executive updates related to fraud investigations activity., • Coach and develop team leads and staff, including performance management, skill development, succession planning, and organizational capability growth., • Identify training needs and support the development of a stronger investigative skillset across the department., • Partner with Risk, Compliance, Info Security, Legal, Operations, branches, Customer Care, Physical Security, and other business units to support fraud case resolution and broader control effectiveness., • Support policy, procedure, and workflow design for higher-risk fraud analysis and investigative activity., • Contribute to strategic fraud program development, organizational design, and investigative capability maturity., • Maintain awareness of emerging fraud trends, scam developments, organized fraud patterns, and evolving risk across payment and deposit channels. Qualifications Education/Training: • Bachelor’s degree in Criminal Justice, Business, Finance, Accounting, Risk Management, or a related field preferred; equivalent professional experience may be considered., • 7–12 years of experience in fraud investigations, fraud operations, financial crimes, banking risk, or related financial services work., • Minimum of 2–4 years of leadership experience, including team management, staff development, or operational oversight., • Strong background in complex fraud case handling, investigations leadership, and operational management within a bank or financial institution preferred. Preferred Qualifications: • Prior experience leading fraud investigations or financial crimes investigations function in a financial institution., • Relevant certifications such as CFE, CAMS, CFCS, or related credentials preferred., • Demonstrated knowledge of relevant laws, regulations, internal procedures, and legal processes governing fraud investigations and case handling., • Experience managing, coaching, and supporting workflow oversight, case quality review, employee development, or operational coordination is strongly preferred., • Experience working across fraud systems, core banking platforms, transaction monitoring tools, case management systems, and related bank technologies preferred., • Experience with deposit and payment fraud, digital banking risk, scam typologies, and investigative documentation strongly preferred. Skills: • Deep knowledge of fraud typologies, investigative practices, payment risk, and complex fraud trends affecting deposit, payment, card, digital banking, and account access channels within a financial institution., • Strong leadership and people management skills, including performance management, accountability, employee development, succession planning, and leadership coaching., • Ability to lead the fraud investigations function by balancing investigative quality, fraud risk, customer impact, operational priorities, and broader institutional objectives., • Strong understanding of fraud risk mitigation, case escalation, investigative governance, and quality standards within a fast-paced, risk-sensitive banking environment., • Ability to identify trends, losses, control gaps, workflow challenges, and broader opportunities for process improvement and fraud program enhancement., • Strong analytical, organizational, and strategic thinking skills, with the ability to oversee multiple priorities, make timely risk-based decisions, and guide the direction of the investigative function., • Strong written and verbal communication skills, including the ability to communicate effectively with employees, business partners, senior leadership, and other key stakeholders., • Ability to drive consistency, operational effectiveness, and continuous improvement across investigative practices, escalation management, reporting, and team performance., • Strong understanding of cross-functional partnership and the ability to work effectively with Risk, Compliance, Legal, Operations, Customer Care, Security, and other business partners., • Sound judgment, professionalism, and discretion in leading sensitive matters, supporting high-impact fraud events, and operating effectively in a complex and evolving fraud environment.

Job Description Monroe Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With 18 locations throughout New York, Pennsylvania, Vermont, Connecticut, Rhode Island and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding in 1951, the industries we serve have been transformed by the technologies, equipment, and capabilities undreamed of decades ago. But the people we serve haven't changed, and neither have we. We're still a family-owned business! We are seeking a knowledgeable and driven Product Support Specialist to serve as the subject matter expert for Wirtgen, Road Construction & Mining Machinery product lines. In this role, you will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge, technical support, and application expertise. You will build and maintain strong customer relationships within your assigned territory to increase market share, drive equipment sales, and contribute to long-term company profitability. This position requires a deep understanding of road construction equipment, asphalt and concrete milling, paving, soil stabilization, and other heavy equipment applications. Territory: BUFFALO/ROCHESTER/SYRACUSE TERRITORIES Responsibilities • Increase market share and profitability for the stated range of products within the geographic area., • Develop relationships and network throughout the industry to monitor and participate in all product activities. Know the market; where future work will be done, where it is currently being done and by whom. Develop an open and "real time" channel of communication throughout the industry. Be recognized as a solutions provider and a wealth of expertise for our customers., • Create opportunities by evaluating customer fleets and techniques, and proactively propose better solutions, • Assist the Sales force with product demonstrations and technical presentations., • Deliver all new machines and provide onsite operation and maintenance training. Regularly follow up with customer's deliveries to insure they remain fully trained, well supported and highly satisfied with our products and services., • Communicate regularly with the store/branch managers and full line sales professionals to share information on activity within their regions., • Be a primary channel of communication for product technical and commercial issues with our manufacturing partners., • Be an active and highly visible participant in industry groups and events and keep abreast of competitive activity and competitive products., • Always seek additional parts and service opportunities for company and reporting those prospects to the appropriate parties., • Provide training for our customers and employees, which includes continual education on developments for our product line, as well as that of our competitors., • Assist customers with parts, service and repair requirements., • Coordinate delivery and pickup of equipment as needed by customer., • Follow all safety rules and regulations while performing work assignments and adhere to all policies and procedures as specified in company manuals and as directed in the employee handbook., • Proactively seek and participate in available company-sponsored training, in an effort to develop and advance knowledge base and skill set., • Participate in all company/location driven communication efforts, including open book meetings, huddles, department meetings and other related efforts., • Maintain a positive and professional working relationship with peers, management, and support resources, with a constant commitment to teamwork and exemplary customer service., • Perform all other duties as assigned by management in a professional and efficient manner. Qualifications: • Must be able to work independently, • Prior Heavy Highway Construction knowledge (Milling, Paving, etc.) required, • Possess basic mechanical skills for setups and minor repairs, • Prior sales experience and/or training required, • Good understanding of local market conditions, • Must have strong communication and interpersonal skills, • Excellent customer service skills, • Excellent computer skills Benefits • Medical, Dental & Vision Insurance, • Health Savings Account (Employer + Employee Contributions), • Accident & Disease Insurance, • 401K Plan + Match, • Competitive Paid time off Policy, • Short/Long Term Disability, • Annual Reviews Monroe Tractor is proud to be an Equal Opportunity Employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply and join a team where your work makes a difference every day. This is our target base range for this position. However, we are always looking for top talent. We scale pay based on the specific skills and background you bring. If your proven track record commands a higher package, we still want to hear from you. Pay Transparency$55,000—$65,000 USD

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 Analyst, Fraud Investigation role is a senior analytical position responsible for handling more complex, higher-risk fraud cases that require deeper review, broader analysis, and advanced judgment. This role serves as an experienced escalation point above Fraud Prevention Analysts, performing comprehensive case assessment and determining when full investigative review is required. While not conducting formal investigations themselves, these analysts play a critical role in identifying organized fraud activity, systemic risk, and the need for deeper inquiry. Essential Duties: • Review and analyze complex fraud alerts, suspicious transactions, and elevated account activity across deposit and payment channels., • Conduct deep analysis of transactional patterns, account behavior, relationship history, channel activity, and system data to identify fraud indicators., • Handle complex fraud cases involving higher loss exposure, linked accounts, repeat fraud, ATO indicators, check fraud, scam activity, or unusual customer behavior., • Apply advanced risk-based decision-making to determine when to restrict, monitor, escalate, or take other action within defined authority., • Document detailed case findings, rationale, mitigation steps, customer contact efforts, and escalation actions with heightened accuracy and completeness., • Identify indicators of organized fraud activity, repeat victimization, internal control gaps, or systemic risk requiring broader review., • Escalate cases requiring full investigative review, expanded analysis, or law-enforcement-level inquiry to Fraud Investigators or management., • Serve as a subject-matter resource for Fraud Prevention Analysts on complex cases, workflows, and judgment calls., • Support quality control, procedural consistency, and documentation standards for higher-risk case handling., • Partner with Deposit Operations, Branch Administration, Info Security, Physical Security, Risk, and other internal teams to resolve elevated fraud matters., • Contribute to fraud trend analysis, workflow refinement, and process improvements., • Maintain advanced awareness of emerging fraud typologies, complex scam activity, and evolving risk patterns. Ancillary Duties: As an integral member of the Fraud Operations Department, this position is also responsible to provide assistance wherever necessary to help the Security Department and the Bank in achieving their annual goals. Qualifications Education, Training and Requirements: • Associates degree in Criminal Justice, Business, Finance, Accounting, Risk Management, or a related field preferred; equivalent professional experience may be considered, • 3-5 years of experience in fraud operations, fraud prevention, banking operations, Deposit Operations, fraud investigations support, or related financial services functions., • Experience handling elevated fraud cases, suspicious activity review, transactional risk analysis, and customer-impacting fraud mitigation, • All Applicants must be 18 years of age or older. Skills: • Strong understanding of deposit and payment fraud, including check fraud, debit card fraud, digital banking fraud, scam typologies, account takeover, and suspicious account behavior., • Strong analytical ability and pattern recognition skills across transactional and account activity., • Ability to independently assess more complicated or higher-risk fraud matters and determine proper disposition or escalation., • Strong written documentation and case rationale skills., • Effective communication skills across operational, service, and frontline teams., • Strong judgment, organizational ability, and capacity to manage multiple high-priority matters simultaneously., • Ability to recognize trends, repeat behavior, and linked suspicious activity warranting broader review., • Ability to support and guide less experienced staff on higher-risk case handling. Experience: • Prior experience with fraud systems, case management platforms, transaction monitoring tools, and banking core systems., • Relevant certifications such as CFE, CAMS, CFCS, APRP, or similar credentials., • Experience with deposit and payment fraud, digital banking risk, scam typologies, and investigative documentation strongly preferred., • Familiarity with fraud loss mitigation strategies, scam typologies, and account behavior analytics.

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 performing and/or leading operational, financial, and compliance audits in accordance with the International Professional Practices Framework (IPPF); achieving goals as established by the Internal Audit Plan; complying with departmental policies, procedures, and standards; communicating with appropriate personnel and clients; and maintaining suitable documentation of work performed. Work independently and collaboratively providing objective assurance on the effectiveness of the organizations business processes. Provide consultative recommendations for improvements in effectiveness and efficiencies. In accordance with the Department’s values, maintain professionalism, integrity and objectivity, ensuring strict code of ethics and corporate confidentiality. Essential Responsibilities: • In coordination with audit management and staff, perform internal audits to determine compliance with internal policies, procedures, regulatory requirements, guidance, and Institute of Internal Audit standards., • Perform testwork and document results via accurate, detailed workpapers., • In charge audits as assigned by leading teams through successful planning and completion of quality work performed within budgeted time allocation., • Review internal controls, policies and procedures for effectiveness., • Assess complex activities to identify potential operational, financial or compliance risks., • Identify opportunities for use of data analytics., • Develop preliminary findings and recommendations to improve/enhance internal control environment., • Draft and present reports of audit conclusions, recommendations and action plans., • Perform follow up and review for implementation of action plans., • Research and review audit areas providing suggested revisions to audit programs., • Coordinate and assist with external auditors during financial statement, co-sourced, or outsourced audits., • Interact with company management and key personnel to build and maintain ongoing business relationships by utilizing strong interpersonal and communication skills., • 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., • Perform special audits, projects or handle specific administrative tasks as assigned by Audit Management., • Strive to achieve individual and department goals as established., • Position requires 20-25% travel. Qualifications Education,Training and Requirements: • B.S. or B.A. degree in Accounting, Finance, Business Administration or related field required; CIA, CPA, CFRIS designation preferred, • All applicants must be 18 years of age or older Skills: • Detail oriented and able to manage multiple projects., • Strong interpersonal relations and communication skills., • Strong analytical and problem-solving skills with demonstrated intellectual and analytical rigor., • Ability to effectively lead a team and multiple projects with integrity, positivity, and agility., • Strong computer skills., • Electronic workpaper experience a plus., • Data analytics and information systems experience desired. Experience: • Five or more years of relevant audit and/or experience in financial services including banking, wealth management, investment management, insurance, and/or benefit plan administration (including collective investment fund administration) preferred. Ancillary Duties: • As an integral member of the Audit Department, this position is also responsible to provide assistance wherever necessary to help the Audit Department and the Company in achieving their annual goals.

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 *Applicants MUST submit a cover letter with resume to be considered. *This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy. *Minorities, women, and individuals with disabilities are encouraged to apply. Please contact Human Resources if you require an accommodation. BASIC FUNCTION: With over $124 billion in new investments announced since 2022, New York State is now home to the nation’s fastest-growing semiconductor manufacturing hub. The Vice President of Supplier Ecosystem Readiness will serve as the primary architect for connecting small, mid-sized, and historically underserved businesses to semiconductor-related construction and supply chain contracts. Situated at the forefront of New York State’s historic semiconductor growth, this position offers an unparalleled opportunity for an economic development professional to ensure this moment translates to real opportunities for New Yorkers. This role will oversee a Syracuse-based center and a strategic portfolio of initiatives focused on supplier readiness, service delivery, and market integration. The successful candidate will ensure that businesses across New York State can successfully transition from initial interest to contract-ready participation in major projects, including Micron’s unprecedented $100 billion investment in Central New York. By bridging the gap between small businesses and global supply chains, this role serves as a primary vehicle within state government for connecting local entrepreneurs to long-term, generational wealth-building opportunities. WORK PERFORMED: The Vice President of Supplier Ecosystem Readiness will lead the creation of a first-of-its-kind center and virtual platform to identify, prepare, and connect New York businesses to real contracting opportunities across the semiconductor supply chain and construction ecosystem. This position is about building a pipeline of contract-ready firms and converting opportunities into economic outcomes. The Vice President is an ecosystem builder who will design, launch, and lead the first-of-its-kind business readiness center, an agile engine designed to fast-track local businesses into the semiconductor supply chain, including fab construction. This position will work directly with industry leaders, prime contractors, and local enterprises to identify procurement gaps, remove barriers to entry, and translate massive economic investments into signed contracts for New York businesses—with a passionate focus on uplifting economically disadvantaged and underrepresented enterprises. Key Responsibilities • Build and launch the flagship center as a statewide engine for supplier readiness and market access., • Design the organizational structure, service delivery model, and staffing plan for the center., • Recruit, mentor, and lead a lean, high-performing team (including business engagement professionals) to execute out-of-the-box outreach and data-driven market interventions., • Serve as the primary point of contact for coordination between ESD and local Economic Development Organizations and resources to ensure supplier readiness efforts are not duplicated and are strategically aligned to collaborate and move firms through the pipeline., • Work with partners to integrate existing ESD tools like SSBCI (State Small Business Credit Initiative) capital access and bonding assistance directly into the Center’s workflow so businesses are both prepared and financially positioned., • Develop a NYS semi-industry readiness standard that Prime contractors can trust., • Oversee the deployment of targeted, high-impact capacity-building initiatives. Shift businesses from "interested" to "bid-ready" through rapid interventions in financial structuring (credit, bonding), certifications, back-office optimization, and bidding strategies., • Actively bridge the gap between the procurement needs of anchor companies (e.g., Micron), prime contractors, with the capabilities of NYS suppliers., • Convert complex industry requirements into clear readiness pathways (financial, operational, certification, and procurement readiness) for local firms., • Aggregate "ground-truth" data from the field to advocate for and help ensure NY firms are actually being seen and utilized., • Drive measurable outcomes: number of firms ready, number connected, and number successfully contracting., • Establish and manage high-impact relationships with anchor companies, primes, and ecosystem partners., • Implement and manage a robust CRM-driven system to track pipeline, readiness progression, and outcomes and use this data to refine the model based on real-time market signals, • Performs other duties as assigned., • Some in-state travel and flexibility for off-hours work are required. MINIMUM REQUIREMENTS: Education Level Required: Bachelor's degree in business, Economic Development, Finance, Supply Chain, or a related field. Relevant Experience Required: Experience: 7+ years of experience in economic development, supply chain, small business growth, or related fields, preferably with exposure to advanced manufacturing, construction, or semiconductor ecosystems. Experience working with or alongside procurement, contracting, or supplier ecosystems. Exposure in advanced manufacturing, construction, or semiconductor ecosystems is highly preferred. Significant leadership experience with proven ability to build partnerships, lead teams, manage cross-functional initiatives, and drive measurable outcomes. Knowledge Required: Experience launching or scaling programs tied to real economic or commercial outcomes. An entrepreneur with proven track record of taking complex, high-stakes initiatives from white-paper concepts to operational success. Ability to operate effectively at the intersection of public sector, industry, and small. Strong relationship management skills with the ability to translate engagement into action and outcomes. Data-driven approach, with experience using CRM or pipeline tools to track progress and performance. Ability to operate in ambiguity and bring structure, urgency, and accountability. Ability to engage effectively with both technical industry stakeholders and small business operators. Demonstrated ability to identify barriers and then engineer ways around them. Proven track record of converting complex industrial opportunities into tangible commercial outcomes and contracts secured by New York businesses. Additional Preferred Qualifications: Familiarity with public programs such as MWBE, SBA, and SSBCI. Experience supporting underrepresented businesses in accessing contracting opportunities. Fluency in Spanish or another language commonly spoken in local business communities.

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 As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • 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., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

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.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at Northwestern Mutual Syracuse! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual Syracuse! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 Meet Our Team: Geoff Henderson, District Director: • Time with NM: Over 10 years, • Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.), • Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.Tim Shields, Private Wealth Advisor:, • Time with NM: Over 9 years, • Prior to NM: Fixed income portfolio manager., • Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.Tim Barnhart, Financial Advisor:, • Time with NM: Over 24 years, • Prior to NM: Joined Northwestern Mutual as a college intern., • Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends SocietyZac Mekker, Field Director/Financial Advisor:, • Time with NM: Over 3 years, • Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District., • Passionate About: Coaching swim, supporting his childrens activities, hiking, traveling, and staying active through sports.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Your expertise will support a wide range of clients, f

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.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Embrace digital innovations to h

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for e

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. By leveraging a broad investment product platform and cutting‑edge digital technology, you will represent our brand and engage clients to provide the best investment sol

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.

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for e

Job Description Overview NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 500 clients. Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS’s expertise in trust product administration, transfer agency, and fund-of-funds solutions. GTC’s core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes. Responsibilities • Design, Develop and support SQL Server Databases for complex business processes., • Work very closely with various Business groups to gather client requirements, analyze data and work directly with internal business users., • Develop and Maintain Queries, Stored Procedures and functions to implement business logic., • Develop complex reports using SQL Reporting Services and Active Reports., • Support senior management on data analysis and reporting projects., • Database performance tuning, troubleshooting, and various database administration tasks. Qualifications • Experience with SQL Server Database Development. 5 Years’ Experience Preferred., • Significant knowledge of object oriented development principles, multi-tier web application design and relational database principles., • Bachelors Degree Preferred., • Strong analytical, problem solving skills and excellent verbal and written communication skills., • Ability to make decisions, and render advice in a fast-paced environment with tight deadlines and competing priorities., • Ability to work on multiple concurrent projects with flexibility to adapt to any given situation.Ability to collaborate effectively with colleagues, senior management and 3rd party service providers to further the company's strategic objectives.Experience in a financial services environment is a strong plus.

Award winning mentorship and training programs that support your move into sales leadership and wealth management.

Overview The Wealth Management Assistant Lead is a player–coach role responsible for guiding, developing, and supporting Wealth Management Assistants I & II while performing administrative duties as needed. Responsibilities Team Leadership and Development Provide daily supervision, coaching, and

Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Responsibilities The Wealth Management Liability Consultant serves as a strategic balance sheet and lending consultant supporting the int

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As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Certified Financial Planning (CFP) or Wealth Management Certified Planner (WMCP) certification is preferred. Ideal candidates will possess strong analytic

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

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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

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Your Impact at Lowe's As a Lowe's cashier, you'll ensure every customer exits Lowe's on a high note.Your work helps our stores positively serve our customers and communities by providing a quick, friendly checkout experience and helping customers get the best value for their money.How We Support You

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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

Experience in retail business fundamentals: department sales trends, inventory management, and process efficiency and improvement.