Frontline Relationship Banking Advisor

Coca-Cola Beverages Northeast; New York (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to deliver a consistent, customer-centric banking experience across teller and desk duties. You will educate customers on products and digital tools while maintaining security and compliance.

The role emphasizes active listening, needs-based guidance, and collaboration with partners to resolve issues and grow relationships within the branch network.

Qualifications

• Excellent interpersonal, listening, and communication skills for meaningful financial conversations.
• Strong attention to detail with accurate math skills and a customer-first mindset.
• Willingness to participate in initial training and travel as needed.
• Ability to work flexible hours and support branch operations.

Responsibilities

• Provide a welcoming, professional customer experience in-branch and guide the customer journey.
• Handle teller and platform transactions, ensuring accuracy and security.
• Educate customers on products, digital tools, and self-service options.
• Collaborate with partners to resolve issues and refer to specialists when needed.

Skills

Interpersonal skills

Active listening

Communication

Detail-oriented

Problem solving

Digital tools proficiency

Customer service

Education

High School Diploma or GED

Teller/platform training

Reliable transportation

Tools

Banking systems

Microsoft Office

Digital banking platforms

Job description

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to deliver a consistent, customer-centric banking experience across teller and desk duties. You will educate customers on products and digital tools while maintaining security and compliance.

The role emphasizes active listening, needs-based guidance, and collaboration with partners to resolve issues and grow relationships within the branch network.