Customer-First Teller & Banking Services Specialist

Community Financial System, Inc.; Town of Walton (NY); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Teller to serve as a frontline banking representative, handling routine transactions and delivering a welcoming customer experience. The role emphasizes accuracy, security, and adherence to compliance standards while supporting branch operations.

The successful candidate will engage customers, explain digital tools, and refer to specialists as needed, contributing to the branch’s goals and a positive work environment.

Qualifications

• Excellent interpersonal, listening, and communication skills with the ability to create positive customer interactions.
• Strong attention to detail with accurate and proficient math skills.
• Clear thinking, sound judgement, and the ability to stay focused in a fast-paced environment.
• Ability to follow established procedures, prioritize tasks, and maintain confidentiality.
• Comfort using computers, digital tools, and standard office applications; ability to learn and navigate banking systems.
• Ability to build trust, demonstrate professionalism, and maintain composure during sensitive or involved customer situations.
• Ability to identify customer needs and direct towards appropriate bank products and services.
• Must consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence.

Responsibilities

• Serve as a welcoming and professional first point of contact for customers entering the branch.
• Provide friendly, accurate, and efficient service while processing routine financial transactions, including deposits, withdrawals, payments, and check cashing with verification of customer identity and available funds.
• Engage customers in need-based conversations to understand how the bank can service their transactional needs.
• Identify opportunities to direct customers to appropriate team members for additional services or solutions.
• Educate customers on digital banking tools and self-service options to enhance convenience and confidence.
• Assist with routine inquiries and concerns, escalating more complex issues as appropriate.
• Support lobby management by helping guide customers to the right team member or service area.
• Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance in accordance with bank standards.

Skills

Interpersonal skills

Attention to detail

Clear thinking

Procedural compliance

Computer literacy

Professionalism

Needs assessment

Core values: integrity

Education

High school diploma or GED

Job description

Community Financial System, Inc. is seeking a Teller to serve as a frontline banking representative, handling routine transactions and delivering a welcoming customer experience. The role emphasizes accuracy, security, and adherence to compliance standards while supporting branch operations.

The successful candidate will engage customers, explain digital tools, and refer to specialists as needed, contributing to the branch’s goals and a positive work environment.