Relationship Banker: Trusted Advisory & Everyday Banking

OneGroup; New York (NY); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Medical, Vision & Dental

401K with generous match

Paid holidays

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to serve as a front-line ambassador, delivering a consistent, customer-centric banking experience across teller and desk duties.

You will engage customers, open new accounts, process transactions, and educate clients on digital banking tools while upholding bank policies. This role requires strong communication, two years of customer service, and willingness to travel between regional branches.

Qualifications

• Two years of customer service and/or banking experience.
• Ability to attend training and travel as needed.
• Reliable transportation and punctuality.

Responsibilities

• Deliver a welcoming, professional customer experience in-branch.
• Open, close accounts, and handle routine banking tasks.
• Educate customers on products and digital tools.
• Coordinate with internal partners to resolve issues quickly.
• Assist with branch goals through proactive relationship building.
• Travel to multiple branches as required.

Skills

Interpersonal skills

Communication skills

Customer service

Problem-solving

Digital banking tools

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Digital banking platforms

Job description

Community Financial System, Inc. is seeking a Relationship Banking Representative to serve as a front-line ambassador, delivering a consistent, customer-centric banking experience across teller and desk duties.

You will engage customers, open new accounts, process transactions, and educate clients on digital banking tools while upholding bank policies. This role requires strong communication, two years of customer service, and willingness to travel between regional branches.