Hybrid Relationship Banker & Digital Advisor

OneGroup; Whitehall (Lehigh County); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401K with generous match

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a high-quality, customer-centric banking experience. This hybrid role blends teller and desk duties with consultative guidance to deepen customer relationships.

The position emphasizes educating customers on digital tools, processing everyday transactions, and collaborating with internal partners to resolve issues while upholding bank policies and security standards.

Qualifications

• High School Diploma or GED required.
• Internal product knowledge, teller, and platform training preferred.
• Reliable transportation and ability to travel for training as needed.

Responsibilities

• Deliver a welcoming, professional customer experience in every interaction.
• Educate customers on products, services, and digital tools.
• Open/new accounts, initiate wire transfers, and handle routine inquiries accurately.
• Assist customers with issues like balance discrepancies and debit card fraud.
• Educate customers on digital banking tools and best practices.
• Schedule and facilitate appointments to manage foot traffic.

Skills

Interpersonal skills

Listening

Communication

Digital tools

Microsoft Office

Banking systems

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Digital banking platforms

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a high-quality, customer-centric banking experience. This hybrid role blends teller and desk duties with consultative guidance to deepen customer relationships.

The position emphasizes educating customers on digital tools, processing everyday transactions, and collaborating with internal partners to resolve issues while upholding bank policies and security standards.