In-Branch Relationship Banking Advisor

Coca-Cola Beverages Northeast; Village of Dansville (NY); Sur place; USD 25 000 - 34 000; Temps partiel

Avantages offerts par ce poste

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Résumé du poste

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a consistent, customer-centric banking experience. This role blends teller and desk duties, handling routine transactions while offering consultative guidance on accounts, transfers, and digital tools.

You will educate customers, open and close accounts, and support service requests with a strong emphasis on trust, compliance, and relationship building. Training and travel may be required.

Qualifications

• High School Diploma or GED required.
• Two (2) years of customer service and/or banking experience preferred.
• Ability to attend a 5–7 day initial training program; travel and lodging may be reimbursed.

Responsabilités

• Deliver a welcoming, professional customer experience in the lobby.
• Open new accounts, close accounts, initiate transfers, and assist with service requests.
• Educate customers on features, benefits, and digital banking tools.
• Address balance discrepancies, debit card issues, and coordinate with internal teams for resolutions.
• Assist with scheduling and managing customer flow and appointments.
• Support branch goals through needs-based conversations and relationship-building activities.

Connaissances

Interpersonal skills

Listening

Communication skills

Attention to detail

Math proficiency

Digital tools proficiency

Customer empathy

Problem solving

Formation

High School Diploma or GED

Outils

Banking systems

Digital banking platforms

Description du poste

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a consistent, customer-centric banking experience. This role blends teller and desk duties, handling routine transactions while offering consultative guidance on accounts, transfers, and digital tools.

You will educate customers, open and close accounts, and support service requests with a strong emphasis on trust, compliance, and relationship building. Training and travel may be required.