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Home › Companies › 4eb28d17 Fd54 44ef 903a 5c168d78f591 19000101 000001 › Reciprocal & Municipal Account Specialist

Reciprocal & Municipal Account Specialist

4eb28d17 Fd54 44ef 903a 5c168d78f591 19000101 000001 · Rochester, NY, US, Rochester, NY; Buffalo, NY, US, Buffalo, NY; Syracuse, NY, US, Syracuse, NY; Warsaw, NY, US, Warsaw, NY · Hybrid · Deleted · $65,000–$70,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company4eb28d17 Fd54 44ef 903a 5c168d78f591 19000101 000001
TitleReciprocal & Municipal Account Specialist
Normalized title-
Department / team-
LocationRochester, NY, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary$65,000–$70,000 / year
Statusdeleted
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-24 / 2026-05-31
Changed / last seen2026-06-04 / 2026-06-02

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ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
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City jobsActive postings in Rochester.Open
Work model jobsActive Hybrid postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company4eb28d17 Fd54 44ef 903a 5c168d78f591 19000101 000001
Sourcec3e69473-b194-4abd-8f25-8b4bf1f9d3de
ATS providerADP Workforce Now Recruiting

Description

Purpose : The Reciprocal & Municipal Account Specialist is responsible for establishing, managing, and supporting deposit relationships for Municipal and Reciprocal clients to strengthen and expand overall client relationships. This role collaborates closely with Relationship Managers and the Treasury Department to ensure seamless service delivery and effective relationship management. Essential Functions : Coordinate the onboarding, account opening, and ongoing maintenance of Municipal, ICS, and CDARS relationships in accordance with bank policies and procedures. Manage daily operational activities and process ICS and CDARS transactions through the IntraFi portal, ensuring accuracy and compliance with customer instructions and approvals. Monitor Reciprocal balances to ensure adherence to ALCO policy and regulatory requirements. Prepare and maintain account documentation, including the collection of signatures and required supporting materials. Support the implementation and servicing of Treasury Management and Digital Banking products for Municipal and Reciprocal clients. Assist with submitting bond bids, coordinating bond closings and renewals, and processing bond payments. Utilize Salesforce to manage, track, and report workload and service requests. Develop and maintain professional relationships with client financial teams, including CFOs, controllers, and accounting personnel. Respond to customer inquiries and resolve issues promptly, accurately, and in a manner consistent with the bank’s service standards. Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work. Job Related Qualifications : Required: Education: Bachelor’s Degree in Accounting, Finance, Business Administration, or related field Prior Experience: 1+ Years of Financial Analysis, or Credit Analysis in Financial industry Licenses or Accreditation : Any required licenses or accreditation required OR Required: Education: Associate Degree in Accounting, Finance, Business Administration, or related field Prior Experience: 3+ Years of Financial Analysis, or Credit Analysis in Financial industry Licenses or Accreditation : Any required licenses or accreditation required Competencies : Attention to Detail: Ensures accuracy and thoroughness in processing transactions, documentation, and reporting. Accountability: Takes ownership of responsibilities and follows through on commitments to clients and internal teams Time Management: Prioritizes and manages multiple tasks efficiently to meet deadlines in a fast-paced environment. Compliance & Risk Awareness: Adheres to bank policies, procedures, and regulatory requirements related to deposit operations and municipal banking. Banking Operations Knowledge: Demonstrates understanding of deposit account structures, transaction processing, and operational workflows. Treasury Management Support: Understands and assists with the implementation and servicing of TM and Digital Banking products. Bond Transaction Processing: Supports bond bids, closings, renewals, and payments accurately and in compliance with bank procedures. Customer Service Orientation: Provides professional, responsive, and solution-focused support to clients. Collaboration: Works effectively with Relationship Managers, Treasury, and other internal departments to deliver a seamless client experience. Communication: Communicates clearly and professionally, both verbally and in writing, with clients and internal stakeholders. Physical Requirements : Able to regularly sit for prolonged periods of time. Able to travel: occasionally Extensive computer usage is required. Ability to work: Evenings Occasionally Weekends Occasionally Benefits: Medical, Dental, and Vision Insurance Health Savings Account Flexible Spending Account(s) Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity, Legal Insurance & Personal Accident Tuition Reimbursement Employee Referral Program Wellness Reimbursement Program Star Volunteer Program Employee Banking and Financial Perks Flexible Hybrid Work Schedule Paid Time Off (PTO) Company Paid Holidays This job description is not exhaustive. The Reciprocal & Municipal Account Specialist may be required to perform other duties as assigned. The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Full job record

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Org IDc5cf0bf3-636d-4295-a223-1f5c8e2a4537
Source IDc3e69473-b194-4abd-8f25-8b4bf1f9d3de
Board IDc3e69473-b194-4abd-8f25-8b4bf1f9d3de
Provideradp_workforcenow
Provider Job Key587904
TitleReciprocal & Municipal Account Specialist
Normalized Title—
Statusdeleted
Activeno
Location TextRochester, NY, US, Rochester, NY; Buffalo, NY, US, Buffalo, NY; Syracuse, NY, US, Syracuse, NY; Warsaw, NY, US, Warsaw, NY
Department—
Team—
Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionNY
CityRochester
Salary Raw65000.00 To 70000.00 (USD) Annually
Salary Min65,000
Salary Max70,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=4eb28d17-fd54-44ef-903a-5c168d78f591&ccId=19000101_000001&lang=en_US&type=JS&jobId=587904&jwId=9201296435917_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=4eb28d17-fd54-44ef-903a-5c168d78f591&ccId=19000101_000001&lang=en_US&type=JS&jobId=587904&jwId=9201296435917_1
First Seen At2026-05-31 18:53:25Z
Last Seen At2026-06-02 08:12:57Z
Last Checked At2026-06-04 08:12:19Z
Last Changed At2026-06-04 08:12:19Z
Inactive At2026-06-04 08:12:19Z
Source Posted At2026-04-24 19:35:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;' data-pasted=\"true\"><strong><span style=\"font-family: arial,sans-serif;\"><span style=\"font-size: 14px;\"><u>Purpose</u>:</span></span></strong><span style=\"font-family: arial, sans-serif; font-size: 14px;\">&nbsp;The Reciprocal &amp; Municipal Account Specialist is responsible for establishing, managing, and supporting deposit relationships for Municipal and Reciprocal clients to strengthen and expand overall client relationships. This role collaborates closely with Relationship Managers and the Treasury Department to ensure seamless service delivery and effective relationship management.</span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong><u>Essential Functions</u>:</strong></span></p><div style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Coordinate the onboarding, account opening, and ongoing maintenance of Municipal, ICS, and CDARS relationships in accordance with bank policies and procedures.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Manage daily operational activities and process ICS and CDARS transactions through the IntraFi portal, ensuring accuracy and compliance with customer instructions and approvals.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Monitor Reciprocal balances to ensure adherence to ALCO policy and regulatory requirements.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Prepare and maintain account documentation, including the collection of signatures and required supporting materials.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Support the implementation and servicing of Treasury Management and Digital Banking products for Municipal and Reciprocal clients.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Assist with submitting bond bids, coordinating bond closings and renewals, and processing bond payments.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Utilize Salesforce to manage, track, and report workload and service requests.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Develop and maintain professional relationships with client financial teams, including CFOs, controllers, and accounting personnel.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Respond to customer inquiries and resolve issues promptly, accurately, and in a manner consistent with the bank&rsquo;s service standards.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.</li></ul></div><p><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong><u>Job Related Qualifications</u>:<br>&nbsp;</strong></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong>Required:</strong></span></p><div style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Education:</strong> Bachelor&rsquo;s Degree in Accounting, Finance, Business Administration, or related field</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Prior Experience:</strong> 1+ Years of Financial Analysis, or Credit Analysis in Financial industry</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Licenses or Accreditation</strong>: Any required licenses or accreditation required</li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-bottom:8.0pt;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\">OR</span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong>Required:</strong></span></p><div style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Education:</strong> Associate Degree in Accounting, Finance, Business Administration, or related field</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Prior Experience:</strong> 3+ Years of Financial Analysis, or Credit Analysis in Financial industry</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Licenses or Accreditation</strong>: Any required licenses or accreditation required</li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong><u>Competencies</u>:</strong></span></p><ul type=\"disc\" style=\"margin-bottom:0in;\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Attention to Detail:</strong> Ensures accuracy and thoroughness in processing transactions, documentation, and reporting.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Accountability:</strong> Takes ownership of responsibilities and follows through on commitments to clients and internal teams</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Time Management:</strong> Prioritizes and manages multiple tasks efficiently to meet deadlines in a fast-paced environment.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Compliance &amp; Risk Awareness:</strong> Adheres to bank policies, procedures, and regulatory requirements related to deposit operations and municipal banking.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Banking Operations Knowledge:</strong> Demonstrates understanding of deposit account structures, transaction processing, and operational workflows.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Treasury Management Support:</strong> Understands and assists with the implementation and servicing of TM and Digital Banking products.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Bond Transaction Processing:</strong> Supports bond bids, closings, renewals, and payments accurately and in compliance with bank procedures.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Customer Service Orientation:</strong> Provides professional, responsive, and solution-focused support to clients.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Collaboration:</strong> Works effectively with Relationship Managers, Treasury, and other internal departments to deliver a seamless client experience.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\"><strong>Communication:</strong> Communicates clearly and professionally, both verbally and in writing, with clients and internal stakeholders.</li></ul><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong><u>Physical Requirements</u>:</strong></span></p><div style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Able to regularly sit for prolonged periods of time.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Able to travel:<ol style=\"margin-bottom: 0in; list-style-type: lower-alpha; font-family: initial; font-size: initial;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 14px; font-family: arial, sans-serif;\">occasionally</li></ol></li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Extensive computer usage is required.</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Ability to work:<ol style=\"margin-bottom: 0in; list-style-type: lower-alpha; font-family: initial; font-size: initial;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 14px; font-family: arial, sans-serif;\">Evenings<ol start=\"9\" style=\"margin-bottom: 0in; list-style-type: lower-alpha; font-family: initial; font-size: initial;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 14px; font-family: arial, sans-serif;\">Occasionally</li></ol></li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 14px; font-family: arial, sans-serif;\">Weekends<ol style=\"margin-bottom: 0in; list-style-type: lower-roman; font-family: initial; font-size: initial;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 14px; font-family: arial, sans-serif;\">Occasionally</li></ol></li></ol></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Aptos\",sans-serif;' data-pasted=\"true\"><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong><u>Benefits:</u></strong></span></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Medical, Dental, and Vision Insurance</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Health Savings Account</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Flexible Spending Account(s)</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity, Legal Insurance &amp; Personal Accident</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Tuition Reimbursement</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Employee Referral Program</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Wellness Reimbursement Program</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Star Volunteer Program</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Employee Banking and Financial Perks</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Flexible Hybrid Work Schedule</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Paid Time Off (PTO)</li><li style=\"margin: 0in; font-size: 14px; font-family: arial, sans-serif;\">Company Paid Holidays</li></ul><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\">This job description is not exhaustive. The Reciprocal &amp; Municipal Account Specialist may be required to perform other duties as assigned.</span></p><p style='margin:0in;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;' data-pasted=\"true\"><span style=\"font-size: 14px; line-height: 107%; font-family: arial, sans-serif;\">The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.</span></p></div></div></div>\n",
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