Relationship Manager — Nottingham Direct Team

Job overview

The Relationship Manager — Nottingham Direct Team role is listed onsite in Syracuse, NY, while its client service is delivered virtually through phone, video, email, and secure messaging. Compensation is $62,400–$88,000 per year, plus performance-based incentives. Community Financial System provides banking, investment, wealth management, insurance, and related financial services. The manager serves as the primary contact for a defined client portfolio, building relationships and responding to client needs through digital channels. Financial reviews, coordinated guidance, and appropriate cross-selling support client satisfaction, retention, and relationship growth while meeting regulatory and documentation requirements.

What you'll do

• Manage client relationships virtually
• understand client financial goals and circumstances
• proactively engage clients
• respond to inquiries through virtual channels
• coordinate with operations, compliance, and investment teams
• identify aligned cross-selling opportunities
• conduct financial reviews and recommend strategies with advisors or specialists
• educate clients on digital services
• comply with regulations and internal policies
• maintain client records and meeting notes.

What we're looking for

Skills & competencies

relationship manager

nottingham direct team

syracuse ny

community financial system

$62,400–$88,000/year

investment services

client portfolio

virtual client service

financial reviews

cross-selling

sie

series 7

series 66

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive base salary and performance incentives
• health and dental benefits
• 401(k)
• professional development and career advancement
• virtual work tools and resources.

Why this role

Digital-first client service role requiring 3–5 years of financial-services experience and registrations including SIE, Series 7, Series 66 (or Series 63 and 65), and Life, Accident and Health Insurance license.

About the employer

Community Financial System, Inc. is hiring for this role. Industry: Savings Institutions and Other Depository Credit Intermediation. Sector: 52.