Personal Banking Relationship Advisor

Community-Financial-System,-Inc.; Village of Valatie (NY); On-site; 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 match

Pension

Tuition reimbursement

Banking discounts

Professional development opportunities

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to greet customers, handle teller and desk duties, and deliver a friendly, accurate banking experience.

You will open new accounts, process transactions, and educate customers on digital tools while following bank policies. The role emphasizes listening, problem solving, and teamwork in a community bank setting of Upstate New York.

Qualifications

• Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations
• Strong attention to detail with accurate and proficient math skills
• Clear thinking and sound judgement in a fast-paced, customer-focused environment
• Strong documentation and organizational skills with the ability to manage multiple priorities
• Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms
• Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction. Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Community Financial System, Inc. is seeking a Relationship Banking Representative to greet customers, handle teller and desk duties, and deliver a friendly, accurate banking experience.

You will open new accounts, process transactions, and educate customers on digital tools while following bank policies. The role emphasizes listening, problem solving, and teamwork in a community bank setting of Upstate New York.