Syndications and Secondary Markets Manager

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.

The SVP, Syndications and Secondary Markets Manager is responsible for leading the Bank's syndicated loan and secondary market activities. This includes structuring, marketing, and distributing syndicated loans, managing relationships with institutional investors and secondary market participants, and driving strategic growth and fee income. The role collaborates across all regions and departments to promote syndication capabilities and ensure successful transaction execution. This individual will oversee the Bank's lead agent responsibilities and off-balance sheet lending activities, ensuring optimal pricing, credit evaluation, documentation, and customer relationship enhancement. The position also supports commercial service needs and contributes to the Bank's strategic positioning in the syndication market Lead the Bank's syndicated loan origination, distribution, and secondary market trading efforts.

• Develop and maintain relationships with syndicate banks, institutional investors, and loan trading desks.
• Oversee pricing strategy, credit evaluation, and documentation for syndicated transactions.
• Monitor secondary market trends and provide strategic insights to internal stakeholders.
• Promote syndication capabilities across the Bank's footprint through internal training and client engagement.
• Collaborate with Relationship Managers and Credit teams to identify syndication opportunities.
• Ensure compliance with regulatory requirements and internal risk policies.
• Provide thought leadership on market developments and syndication best practices.
• Support interest rate derivative transactions related to syndicated deals.
• Represent the Bank at industry events and syndication forums.
• Travel within the Bank footprint to manage and promote Capital Market activity.
• Develop and manage the servicing portfolio for off-balance sheet activities, including growth planning.
• Establish annual quantitative sales objectives aligned with the Commercial Banking Department's operating plan.
• Respond to internal and external inquiries within established timeframes and policies.
• Monitor and review accounts for appropriate risk rating to avoid adverse changes.
• Maintain compliance with all applicable laws, regulations, policies, procedures, and internal controls.
• 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

Ancillary Duties:

As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Commercial Banking Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• Bachelor's degree
• Minimum of 10 Years of experience in Commercial Finance including Syndications and Secondary Markets
• All applicants must be 18 years of age or older.

Skills:

• Deep understanding of syndicated loan structures, documentation, and distribution strategies.
• Experience with secondary loan market platforms and trading protocols.
• Strong relationship management skills with institutional investors, agent banks, and market participants.
• Ability to lead cross-functional teams and manage complex transactions.
• Strong organizational, analytical, and communication skills.
• Proficiency in Microsoft Office and loan syndication platforms (e.g., SyndTrak, DebtDomain).
• Team building and leadership skills, including delegation, motivation, and education.
• Creative thinking for developing competitive product and transaction solutions.
• Exceptional organizational skills and process development capabilities.
• Knowledge of banking regulations, lending policies, and loan risk factors.
• Ability to manage multiple high-priority tasks simultaneously.
• Strong internal relationship-building across teams and business partners.

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.