VP, Senior Relationship Manager

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

Global Trust Company (GTC) is seeking an accomplished and motivated Vice President (VP) of Key Relationship Management to lead our client relationship initiatives and enhance our service delivery. This role is essential for fostering strong relationships with clients, understanding their needs, and ensuring that GTC provides exceptional service and value. The ideal candidate will possess a deep understanding of CITs, financial services, and a proven ability to manage and grow client relationships while driving sales growth.

Key Responsibilities

• Client Relationship Strategy: Develop and implement a comprehensive strategy for managing and enhancing client relationships, ensuring alignment with GTC’s overall business objectives.
• Sales Strategy Development: Identify and pursue opportunities for upselling and cross-selling GTC’s products and services to existing clients, contributing to overall sales growth.
• Client Engagement: Serve as the primary point of contact for key clients, actively engaging with them to understand their goals, address concerns, and identify opportunities for additional services.
• Service Excellence: Ensure that GTC delivers high-quality service and support to clients, fostering a culture of client satisfaction and loyalty across the organization.
• Collaboration: Work closely with internal teams, including sales, legal, operations, and compliance, to ensure seamless service delivery and address client needs effectively.
• Performance Tracking: Establish metrics and benchmarks to evaluate the success of relationship management and sales efforts, regularly reviewing performance and making data-driven recommendations for improvement.
• Client Feedback: Proactively seek feedback from clients to assess satisfaction and identify areas for enhancement, implementing changes based on insights gathered.
• Industry Representation: Represent GTC at client meetings, industry events, and conferences, promoting the company’s brand and fostering relationships within the industry.
• 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

• Bachelor’s degree in Business, Finance, or a related field; advanced degree (MBA or similar) preferred.
• 8 years of experience in relationship management, client services, or business development within the financial services industry.
• Proven track record of managing and growing client relationships while achieving sales targets and driving revenue growth.
• Excellent communication, negotiation, and interpersonal skills, with a strong ability to influence stakeholders at all levels.
• Strong analytical skills, with the ability to assess client needs and develop tailored solutions that align with their objectives.
• Demonstrated leadership abilities.
• Results-oriented mindset with a commitment to achieving objectives and driving client success.
• All applicants must be 18 years of age or older.
  
  

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $132,500.00/Yr.

Maximum

USD $245,997.00/Yr.