Hybrid Relationship Banking Specialist

Benefit Plans Administrative Services, Inc.; City of Geneva (NY); Hybrid; USD 25,141 - 34,040; Part time

Benefits offered by this job

Medical, 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 who serves as a front-line ambassador, blending teller and desk duties to deliver a customer-centric banking experience in a hybrid setting.

The role emphasizes listening to customer needs, educating on products and digital tools, and guiding customers toward optimal financial solutions. You will process transactions, open/close accounts, coordinate with partners to resolve issues, and promote digital

Qualifications

• Two years of customer service and/or banking experience.
• Ability to open/close accounts and process transactions.
• Comfort with digital banking tools.

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience in the lobby.
• Build trust by listening, asking questions, and understanding customer needs.
• Process everyday banking transactions accurately and educate customers on features and tools.
• Open new accounts, close accounts, initiate wire transfers, and handle service requests.

Skills

Customer service

Banking knowledge

Interpersonal skills

Communication

Problem solving

Education

High School Diploma

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative who serves as a front-line ambassador, blending teller and desk duties to deliver a customer-centric banking experience in a hybrid setting.

The role emphasizes listening to customer needs, educating on products and digital tools, and guiding customers toward optimal financial solutions. You will process transactions, open/close accounts, coordinate with partners to resolve issues, and promote digital