Hybrid Banking Advisor: Customer Experience

Community Financial System, Inc.; Town of Potsdam (NY); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Great benefits

Career development opportunities

Job summary

Community Financial System, Inc. in Potsdam, NY is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller duties with desk responsibilities to deliver a consistent, customer-centric banking experience.

This hybrid position focuses on building trust, guiding customers through a range of financial services, and promoting digital tools. You will listen to customer needs, educate on products and digital tools, open and manage accounts, process transactions,

Responsibilities

• Deliver a welcoming, professional customer experience in lobby and via desk tasks.
• Open new accounts, close accounts, and process routine transactions with accuracy.
• Educate customers on digital banking tools, self-service options, and product features.
• Collaborate with branch partners to refer customers to specialists and resolve issues promptly.

Job description

Community Financial System, Inc. in Potsdam, NY is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller duties with desk responsibilities to deliver a consistent, customer-centric banking experience.

This hybrid position focuses on building trust, guiding customers through a range of financial services, and promoting digital tools. You will listen to customer needs, educate on products and digital tools, open and manage accounts, process transactions,