Commercial Market Executive - Lehigh Valley, PA

Job Description

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 identifying, developing, and securing new commercial banking relationships as well as for building the Community Bank brand and enhancing its reputation within the Lehigh Valley, Pennsylvania. This role focuses on driving revenue growth through strategic client acquisition and market expansion. Additionally, the Commercial Market Executive will assist as needed with building relationships in the government sector and will at all times be an actively engaged member of the local community.

Key Responsibilities:

Leadership & Team Management:

• Lead, mentor, and develop a team of relationship managers and support staff to achieve performance goals.
• Set clear objectives, provide ongoing coaching, and foster professional development to ensure team success.
• Promote a collaborative, high-performance culture with a focus on client satisfaction and revenue growth.
• Conduct regular performance evaluations and ensure compliance with company policies and regulatory standards.

Client Acquisition & Relationship Building:

• With direction from the Regional President and local commercial banking team, identify and pursue new business opportunities within the commercial banking sector.
• Develop and maintain strong relationships with business owners, CFOs, and other key decision-makers.
• Together with the local team, conduct client meetings, presentations, and financial needs assessments.
• Together with the local team, resolve complex client issues and ensure high satisfaction levels.
• Market Intelligence and Strategic Sales Execution:
• Together with the Regional President and local leadership team, develop and execute regional business strategies aligned with corporate goals in order to grow the Bank’s commercial loan portfolio and deposit base within the Lehigh Valley market.
• Collaborate with relationship managers and product specialists to structure and deliver customized solutions.
• Together with the local team, maintain a robust pipeline of qualified prospects and track progress.
• Monitor industry trends, competitor activity, and regional economic conditions.
• Identify market opportunities and lead regional expansion initiatives.

Community Involvement:

• Enhance the Bank’s visibility and reputation through community engagement and marketing.
• Represent the company in regional business and community events and networking opportunities.
• Foster a positive impact on the community through engagement and leadership, including actively participating in community service and volunteer activities and serving on local boards and committees.
• Assistance with Government Sector Relationships:
• Support efforts to establish and strengthen relationships with local government entities, agencies, public service organizations, and schools.
• Collaborate with internal teams to address the needs of municipal clients and prospects.
• Stay informed about government policies and initiatives that may impact the Bank.

Collaboration & Teamwork:

• Support cross-sell initiatives across business lines including treasury management, lending, and capital markets.
• 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 (MBA preferred).
• 10+ years of experience in commercial banking, financial services, economic development, government, or a related field.
• Working knowledge of commercial lending and financial analysis.
• Strong networking and relationship-building skills.
• Excellent communication, negotiation, and presentation skills.
• Commitment to community service and involvement.
• All applicants must be 18 years of age or older.

Preferred Skills:

• Leadership and team development
• Experience interfacing with Lehigh Valley based middle-market or large corporate clients; local government, municipal organizations, and schools; and local not-for-profit organizations.
• Basic familiarity with Excel, Microsoft word, and AI tools (e.g., ChatGPT).