Growth-Minded Relationship Banking Advisor

Benefit Plans Administrative Services, Inc.; Village of Valatie (NY); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

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 act as a frontline ambassador, delivering a consistent, customer-focused experience across teller and desk duties in an in-branch setting.

You will educate customers on digital tools, open and manage accounts, handle routine inquiries, and coordinate with partners to resolve issues, while upholding bank policies and security standards.

Qualifications

• High School Diploma or GED required; training provided.
• Excellent interpersonal and communication skills essential.
• Ability to use Microsoft Office and navigate banking systems.

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Build trust by listening, asking questions, and understanding customers' financial needs.
• Process everyday banking transactions and inquiries with a consultative mindset.
• Open new accounts, support service requests, and educate customers on features and tools.
• Educate customers on digital banking tools and self-service options.
• Coordinate with internal teams to resolve issues timely and accurately.

Skills

interpersonal skills

active listening

communication

digital tools

detail oriented

Education

High School Diploma or GED

Training program

Tools

Microsoft Office

Banking systems

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, delivering a consistent, customer-focused experience across teller and desk duties in an in-branch setting.

You will educate customers on digital tools, open and manage accounts, handle routine inquiries, and coordinate with partners to resolve issues, while upholding bank policies and security standards.