Events Coordinator

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.

This position serves as a member of the Marketing and Communications team with a focus on building relations with companies and organizations within our marketing areas and connecting them with One Group via its Education Center as well as planning of events held externally and at the Education Center.

The Events Coordinator will be responsible for managing all One Group hosted internal and external events. This includes events held at One Group’s Education Center, in addition to handling all ticketed events, sales meetings, special events, webinars, seminars, and promotional items. The Events Coordinator will manage all aspects of planning, tracking, and follow‑up for these events.

Specific duties and responsibilities include but are not limited to the following:

• Manage external events which include conferences, trade shows, seminars, golf outings, meetings or any other company function. This includes travel, attending/working, set‑up, clean‑up/breakdown, coordinating follow‑up or any other function necessary from start to completion.
• Track all external events activity; detailed information is required for both time and expenditures.
• Manage internal events, which include department/company meetings, luncheons, educational seminars/webinars or any other company function. This includes set‑up, clean‑up/breakdown, picking up supplies/food or any other function needed.
• Manage all company giveaways, which will include seasonal items.
• Manage company trade show program – in addition to the actual event oversee all follow‑up type activity necessary such as collecting contact information, database entry, follow‑up surveys, letters etc.,
• Support sales department which includes, coordinating regular sales meetings, market research, database entry, tracking sales and/or activity as needed.
• Manage and execute One Group’s 101 Webinar series and other internal webinars on an as‑needed basis. This includes coordinating with presenter and overseeing all activity necessary – including managing attendee list and post‑event follow up.
• Establish and maintain a centralized archive of various events that is detailed, up‑to‑date and available to internal groups.
• Identify a comprehensive list of industry associations, non‑profit organizations, local event committees and other groups with which to engage in meetings, committees and board positions for the purpose of educating them about One Group and inviting them to tour and/or utilize the One Group Education Center.
• Identify companies to invite to tour and/or utilize the One Group facility.
• Attend events held in our marketing areas to engage with their organizations as well as to learn event strategies from them.
• 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.
• Manage any other special programs as assigned.

Education:

• Four‑year degree in business/marketing or public relations is desired
• All applicants must be 18 years of…