Relationship Banker: Trusted Financial Guide

Community Bank, N.A.; Town of Colonie (NY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) with Community Bank, N.A. in New York invites a Relationship Banking Representative to deliver a customer-first, end-to-end banking experience. You’ll blend teller duties with advisory conversations to build trust and drive client satisfaction.

You’ll educate customers on digital tools, assist with transactions, and partner with teams to resolve issues while adhering to policies and security standards.

Qualifications

• High School Diploma or GED required; banking knowledge preferred.
• Excellent interpersonal and communication skills for customer conversations.
• Ability to attend training and travel as needed; reliable transportation.

Responsibilities

• Deliver a welcoming, professional customer experience in-branch.
• Open/close accounts, process transactions, and educate customers on services.
• Advise on digital banking tools and guide customers to appropriate services.
• Balance cash drawers and follow security and compliance standards.
• Collaborate with teammates, support branch operations and events.

Skills

Interpersonal skills

Communication

Attention to detail

Math skills

Organizational skills

Empathy

Teamwork

Education

High School Diploma or GED

Tools

MS Office

Banking systems

Digital banking tools

Job description

Community Financial System, Inc. (CFSI) with Community Bank, N.A. in New York invites a Relationship Banking Representative to deliver a customer-first, end-to-end banking experience. You’ll blend teller duties with advisory conversations to build trust and drive client satisfaction.

You’ll educate customers on digital tools, assist with transactions, and partner with teams to resolve issues while adhering to policies and security standards.