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Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities 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 job-specific training requirements in a timely fashion., • 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 Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • 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 Associate's 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., • 3+ years of experience in a professional sales environment in financial services normally required.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. 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.About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 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.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities This position facilitates identity and access management. The position is responsible for ensuring that customer requests for security access is completed in a timely manner, provides second level technical support to end users and IT functional groups. This position will perform ticket management and participate in meetings. It is the responsibility of the IAM admin to manage Identity and access within a wide range of business and financial services applications. This position will also work independently to develop, configure and support. computer applications with the aim of improving business efficiency and productivity in regards to access and identity management. Working as part of a team of IT professionals, to investigate and analyze problems or requirements from a business perspective and design and specify suitable systems. Essential Duties: • Process Identity and Access request for users within the entire organization in conjunction with security policies and guidelines defined and approved by Information Security., • Design and developing identity management strategies, architectures, implementation plans and governance plans. Understanding of security audit compliance requirements in relation to security and privacy regulations., • Assist IT System Analyst team in providing technical expertise and recommendations in assessing new IT software projects and initiatives to support and enhance our existing systems in regard to Identity and Access management., • Provide required business and/or subject matter expertise for day to day related activities on complex issues, including new strategic programs or initiatives impacting current and existing systems., • Develop and maintain statistical reports with analysis for management and auditing purposes., • Serve as an escalation point for Technology Support staff on more complex identity and access related issues., • Cross-train with appropriate IT department members to serve as backup, as needed. Provide assistance wherever necessary to help the Information Technology Department and the bank in achieving their annual goals. Qualifications Education, Training and Requirements: • Associate/Bachelors Degree in Computer Science, Information Systems, or related field or equivalent experience., • All applicants must be 18 years of age or older. Skills: • Proficient reading, writing and analytical skills. Excellent interpersonal and communication skills. Advance knowledge of provisioning support which includes ticket management, customer service, and knowledge of least privilege methodology with security rights, permissions and groups, experience with Active Directory, Exchange and financial services industry applications. Must be able to thoroughly document processes and work performed. Experience: • At least 3 years experience in Information Technology in a banking or financial environment part of which should include application administration duties.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied., • Administer and settle trust and estates in accordance with a decedent’s Last Will & Testament, Trust Agreement, and/or applicable documents., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations, • Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Daily review of account activity., • Perform annual reviews and any other applicable regulatory reviews, • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures., • Direct and oversee the transfer of funds, distributions, and payment of invoices., • Manage, secure, insure, value, and oversee unique/non-standard assets in accounts., • Prepare interim and final accountings for trusts and estates, as needed., • Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.)., • Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities., • Supervise assigned personnel in accordance with all relevant corporate policies, • Provide guidance and training support to Trust personnel and internal/external business partners as needed, • Perform other related duties as assigned or directed. Qualifications Education, Training and Requirements: • J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred, • All applicants must be 18 years of age or older, • Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply. Skills: • Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver’s license. Experience: • Minimum of five (5) years' experience in trust industry or related position preferred with at least three (3) years’ experience as a Trust Officer preferred.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionBenefits: • Competitive salary, • Paid time off Full-time position: $60,000-$70,000/year (commensurate with experience) Excelsior Wealth Partners is a growing financial advisory firm based in Syracuse, NY, seeking a highly organized and personable Office Manager/Executive Assistant to support our leadership team and ensure smooth daily operations. This role offers an opportunity to work in a collaborative, client-focused environment where attention to detail and professionalism truly make a difference. Key Responsibilities: Oversee day-to-day office operations, including supply management, shipping, and vendor coordination Manage executive calendars, meetings, and client scheduling Support marketing efforts, including event planning and client engagement initiatives Prepare and maintain documents, reports, and spreadsheets Greet clients and visitors in a professional and welcoming manner Handle bill payments, invoices, and other administrative support tasks as needed Qualifications: Bachelors degree required Previous experience in office management, executive assistance, or similar administrative role Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) required; formula knowledge preferred Excellent organizational, communication, and time-management skills Ability to manage multiple priorities with a proactive and team-oriented mindset Friendly and professional demeanor with strong attention to detail Why Excelsior Wealth Partners? We take pride in delivering exceptional client experiences while fostering a positive, supportive work environment. As part of our team, youll have the opportunity to make a meaningful impact and grow with a firm that values integrity, collaboration, and excellence. To Apply: Please send your resume to:

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 Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required. • Solicit new business from present and prospective customers, • Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities, • Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports, • Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis, • Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development, • Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs, • Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services, • Approve or reject loan applications within individual lending authority, • Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems, • Maintain a working knowledge of bank operating policies and procedures which impact commercial services, • Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers, • Provide quality service to internal and external customers, • Demonstrate cooperative efforts in working with other departments and within own department, • Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan, • Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements, • Communicate with management and staff personnel in order to integrate goals and activities, • Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy, • Maintain appropriate records and provide assigned reports., • Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes., • Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s) 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 Qualifications • Ideal candidate should have a minimum five (5) years experience in related positions., • B.S. or B.A. Degree in a related field preferred, • Specialized banking education and training, • A valid drivers license is required., • Proficient reading, writing, grammar and mathematic skills, • Proficient interpersonal relationship, communication and sales skills, • Thorough knowledge of the features and benefits of all bank commercial products and services, • Working knowledge of bank operating policies and procedures which impact commercial services, • All applicants must be 18 years of age or older.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Rate and quote renewal Commercial Lines risks., • Screen, place, and approve Commercial Lines applications., • Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority., • Prepare and authorize ID cards for auto clients when necessary., • Initiate, screen, and prepare endorsement requests on Commercial Lines., • Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on., • Authorize cancellation requests., • Rate and compute endorsement, cancellation, additional or return premiums., • Review Company produced policies, endorsements, audits for accuracy., • Compute and initiate premium finance contracts as needed., • Take claim reports and maintain claim files on clients handled as needed., • Prepare summaries and proposals of insurance for existing accounts., • Prepare bonds, endorsements, and cancellations., • Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Authorize binding of Commercial Lines coverage within authority granted by the carrier., • Contact carriers as needed., • Contact producers as needed., • Maintain client files and make client contacts as needed., • Perform other duties as required., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications MINIMUM QUALIFICATION REQUIREMENTS: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • High School Diploma, • Property/Casualty License Required, • If licensed, maintain Agent/Broker License through continuing education., • Three Years Insurance Experience Required, • Customer Service Experience, • Ability to use menu-driven software in addition to Word and Excel programs., • Ability to work independently., • Good organizational skills with the ability to manage multiple tasks efficiently., • Must possess a valid driver’s license and clean motor vehicle record.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, primarily in our Construction Risk Management business, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program. WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Develop and maintain good working relationships with clients., • Introduce and promote new products through communication with clients., • Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible., • Consult on the most effective coverage for a particular need., • Deliver good customer service by responding swiftly to queries and concerns from clients., • Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms., • Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis., • Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote., • Working with producers, obtain additional information from clients required for Insurance Carriers offering quotes., • Check quotes against Agency Management System for accuracy of coverage., • Review, update, input quoted data into company proposals., • Bind coverage and update Agency Management System to reflect issuance instructions., • Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies., • Participate in meetings with Carriers to obtain knowledge of markets, • Ensure compliance with procedures of OneGroup by keeping up to date with all changes., • Negotiate with underwriters to amend policies where necessary in order to meet client demand., • Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Participate in seminars and training for skill and knowledge development., • Perform other duties as required. Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • Property/Casualty License Required, • Maintain Agent/Broker License through continuing education, • Earn or maintain CISR Designation Experience/Skills: • 5 years Insurance Experience Required, Preferred Knowledge of Construction Risk, • Working knowledge of Agency Management Systems, • Experience in the Applied Epic system is a plus but not required, • Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs, • Knowledge of Acord forms, • Self-motivated, ability to work independently and within a team, • Good organizational skills with the ability to manage multiple tasks efficiently, • Excellent oral and written communication and interpersonal skills, • An interest in meeting new people and relationship management skills, • Display trustworthiness, integrity, sincerity and discretion, • Good customer service skills, • A results-driven approach to meet core responsibilities and deadlines, • Attention to detail and accurate record keeping, • The ability to develop and deliver innovative ideas, • Excellent time management skills, • Must possess a valid driver’s license and clean motor vehicle record, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner, • All applicants must be 18 years of age or older

Job 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 Risk Management Consultant - CRT will aid in the assessment and improvement of client CRT programs, assist in education and training related to CRT and assist in the development of strategic risk management solutions in contractual risk transfer. This individual will also participate in the management and coordination of carrier services for clients as needed. The consultant will also be considered a lead in the administration of our COI management systems. ESSENTIAL DUTIES AND RESPONSIBILITIES: Work with designated clients to assess their CRT program. Work with the Senior CRT Consultant or Specialist to review client agreements/documents related to CRT. Recommend areas for improvement to protect our client with oversight of the Senior CRT Consultant or specialist. Assist Clients in monitoring their executed agreements and certificates of insurance. Assume the role of product leader relating to the OG COI management system (Trust Layer / COI Track). Participate in general knowledge development activities of OneGroup staff on CRT. Be a CRT resource to both Clients and OneGroup staff. Engage in marketing activities to promote capabilities, products and services related to CRT or general risk management.. Execute administrative and expense procedures as directed. 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. Continuously build and develop consultative and technical skills. Qualifications Education: Bachelor’s degree or commensurate experience required with a focus on risk management, insurance, law, business or fields related to contract management. All applicants must be 18 years of age or older. Professional Certifications/Licenses (Preferred): CLU, CPCU, ARM Experience/Skills (Preferred): 5+ years’ experience in account management consulting, risk management, law or related experience required. Excellent interpersonal communication and relationship building skills to include strong consulting skills. Excellent writing skills. Understand and have the ability to consult on the relationship among insurance, CRT and organizational risk management. Understanding Tort Liability. General understanding of Commercial Lines Insurance. Working knowledge of coverage and forms. General understanding of the form and function of the Certificate of Insurance. General understanding of the Contractual Risk Transfer process and relationship to all parties involved. Proficiency in Microsoft Word, Excel and PowerPoint. Ability to work independently with minimum oversight. Must possess a valid driver’s license and acceptable motor vehicle record. Willingness to travel, including overnight, as required.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities This internship will create a unique opportunity for a motivated student or early-career professional todrive innovation in the insurance industry using AI, automation, and modern development platforms.The intern will support business development initiatives by researching, prototyping, and demonstratingAI-enabled applications that address key pain points for brokers, carriers, and clients.Focus Areas • AI Application Development: Build lightweight proof-of-concept apps tailored to insurance workflows (e.g., claims tracking, policy summarization, client service automation)., • Process Automation: Use orchestration platforms such as n8n and Azure Foundry to streamline repetitive tasks and enhance efficiency., • Business Use-Case Development: Identify opportunities where tools like OpenAI and Claude can improve policy reviews, risk mitigation, claims, and client experience., • Rapid Prototyping: Leverage Loveable, Visual Studio, and GitHub to quickly deliver and iterate on functional demos., • Market Insights: Research AI adoption trends in insurance and propose scalable solutions for our business units.Learning OutcomesThe intern will gain hands-on experience with:, • Applied AI/LLMs: OpenAI, Claude, prompt engineering, retrieval-augmented generation., • Automation Platforms: n8n, Azure AI Foundry workflows., • Full Stack & Collaboration Tools: Loveable, Visual Studio, GitHub., • Industry Knowledge: Insurance operations, risk management, compliance considerations., • Business Development: Presenting AI solutions to internal stakeholders and external partners.Deliverables, • 2–3 AI app prototypes (claims, policy, or customer service focus)., • A playbook of AI business development opportunities for the insurance sector. Qualifications • Must be equivalent of Junior or Senior class level, • 3.0 overall GPA is preferred, • Coursework towards degree completion in Software Engineering, Computer Science, Data Analytics, Business Information Systems, or a related area of study is preferred., • Ability to use menu driven software in addition to Word and Excel programs, • Ability to work independently, • Good organizational and research skills, • Ability to manage multiple tasks efficiently, • Strong communication skills, • Committed to providing excellent customer service, • Be resourceful in supporting projects and tasks as needed, • Ability to work effectively and efficiently with team members, • All applicants must be 18 years of age or older

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Manager, Operations Work Location: East Syracuse, NY Reporting to the Senior Manager, Operations, the incumbent will be responsible for directing and supervising the activities of a group of employees (Hydro Technicians and Station Operators) engaged in the construction, operation, maintenance and repair of hydroelectric facilities and associated equipment to insure safe, efficient, and reliable energy production in a manner consistent with operation and regulatory requirements across multiple facilities. Responsibilities • Plan, schedule, direct, coordinate and supervise the activities of the maintenance and operating personnel in the construction, operation, maintenance and repair of hydroelectric facilities to ensure continuity of operations;, • Train subordinates in areas such as best maintenance practices, health, safety, security and environmental compliance and proper power plant and dam operating techniques to educate and improve skill levels;, • Execute and comply with applicable company policies and procedures with emphasis on safety and environmental requirements and takes appropriate action;, • Direct personnel in response to plant emergencies, special safety procedures, and operations related activities;, • Ensure compliance with applicable Federal, State and Local regulations and Labor agreements;, • Project management activities for small to medium size maintenance and construction projects which may include contract personnel or contractors;, • Travel offsite throughout the New York Region;, • Detailed knowledge of safe operating procedures, accident prevention rules, OSHA regulations, company policies, procedures and organization with job related experience;, • Knowledge of hydroelectric operations, maintenance, construction and environmental regulations;, • Working knowledge regarding effective maintenance planning methodologies, preventive and predictive maintenance practices and trouble shooting and failure analysis;, • Candidate must possess strong verbal and written communication and administrative skills;, • Associate’s or Bachelor’s degree (preferred) in mechanical or electrical engineering or equivalent experience to include strong technical understanding of mechanical and electrical engineering design as it relates to large rotating machinery and hydroelectric generation equipment installation;, • 5+ years of supervisory experience, preferably including supervision of trades personnel and contractors;, • Proficiency with Microsoft Office Products including Outlook, Word and Excel;, • Hold a valid US Driver’s License. Company DescriptionBrookfield is a leading global investment firm with over $1 trillion of assets under management. We invest on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth. Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.Brookfield is a leading global investment firm with over $1 trillion of assets under management. We invest on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth.\r\n\r\nOur origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.

OPPORTUNITY HIGHLIGHTS St. Joseph's Health is seeking a talented and driven Endocrine Surgeon to join our esteemed surgical team in the vibrant city of Syracuse, NY! This is your chance to merge your passion for endocrine surgery with general surgery in a dynamic, collaborative environment. Dont miss out on this exciting opportunity to make a real impact! • Master Your Craft: Perform a wide range of endocrine surgeries, including thyroid, parathyroid, and adrenal procedures., • Team Up for Success: Collaborate with a multidisciplinary team to deliver comprehensive care for patients with endocrine disorders., • Broaden Your Experience: Participate in general surgery cases as a valued member of our dedicated surgical team., • Team Spirit: Thrive in a supportive and collaborative work environment!, • Grow with Us: Enjoy exciting opportunities for professional development!, • Cutting-Edge Resources: Work with state-of-the-art facilities and technology!, • Board certification in General Surgery; fellowship training in Endocrine Surgery is a plus!, • NYS License & DEA, • Communicate with Impact: Showcase your excellent communication and interpersonal skills. St. Josephs Health offers an exciting compensation package: • Attractive Base Salary: $350,000 - $450,000, • Incentives for Your Success: Productivity Compensation, • Reward for Excellence: Quality Bonus, • Generous Welcome: $25,000 Sign-On Bonus