Commercial Banking Coordinator; OnSite

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.

• Act as a lead coordinator for commercial loan closings by preparing, reviewing, and validating closing documentation packages to ensure all compliance and policy requirements are satisfied.
• Serve as a documentation liaison between Commercial Banking Officers and Loan Operations, ensuring seamless post‑closing follow‑up and resolution of outstanding conditions or documentation gaps.
• Develop internal and external communications including board‑level memorandum, legal correspondence, and customer‑facing letters.
• Maintain sensitive financial records and client files in compliance with data governance and bank confidentiality standards using enterprise document management systems.
• Analyze, prepare, and distribute complex reports for executive review, including materials for internal audit and Board of Director review.
• Support commercial customers with high‑touch service regarding loan inquiries, transaction execution, and account maintenance.
• Manage ledger entries and ensure accurate processing of commercial loan transactions, including payments, deposits, and internal transfers.
• Provide operational support to department leadership through special projects, process enhancements, meeting coordination, and strategic initiatives.
• Support revenue‑generating loan activity and safeguard the bank’s legal and regulatory posture by ensuring timely execution and document integrity.
• Highlight expertise in commercial loan documentation, regulatory compliance, and coordination with legal and financial professionals.
• Emphasize risk mitigation, process optimization, and contributions to revenue‑generating activities.
• Demonstrate cross‑functional collaboration with departments such as lending, legal, and operations to facilitate complex transactions.
• Assist the Commercial Banking Department in helping the department and the bank achieve their annual goals.