Frontline Banking Advisor: Relationship Builder

OneGroup; City of Watertown (NY); On-site; USD 2,480,000 - 3,429,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to greet customers, perform teller and desk duties, and guide financial needs with a consultative approach.

You will educate customers on digital tools, process transactions, and support service requests while adhering to bank policies and security standards. The role emphasizes strong relationship-building, teamwork across branches, and ongoing professional development in a customer-centric banking

Qualifications

• Two years of customer service and/or banking experience preferred.
• Ability to attend training and travel as required.
• Reliable transportation to multiple branch locations within the region.

Responsibilities

• Deliver a welcoming, professional customer experience in-branch.
• Open new accounts and support routine banking requests.
• Educate customers on features, benefits and digital tools.

Skills

Customer service

Interpersonal skills

Attention to detail

Digital banking tools

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to greet customers, perform teller and desk duties, and guide financial needs with a consultative approach.

You will educate customers on digital tools, process transactions, and support service requests while adhering to bank policies and security standards. The role emphasizes strong relationship-building, teamwork across branches, and ongoing professional development in a customer-centric banking