Relationship Banking Advisor

Community-Financial-System,-Inc.

City of Olean (NY)

On-site

USD 25,000 - 34,000

Full time

4 days ago
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Benefits offered by this job

Health benefits
Paid holidays
Paid vacation
401K with match
Pension

Job summary

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to deliver a customer-first banking experience across teller and desk roles.

The candidate will educate customers on products, support digital tools adoption, and coordinate with internal partners to resolve issues while maintaining security and compliance. The role emphasizes handling daily transactions, opening/closing accounts, and guiding customers through in-branch journeys with a proactive, consultative

Qualifications

  • Education: High School Diploma or GED.
  • Skills: strong interpersonal, listening and communication abilities.
  • Experience: minimum 2 years in customer service/banking preferred.

Responsibilities

  • Deliver welcoming, professional customer experiences in-branch.
  • Open/close accounts and process transactions accurately.
  • Educate customers on features, benefits and digital tools.
  • Assist with issues such as balance discrepancies and fraud.
  • Educate customers on digital banking and self-service options.
  • Coordinate with internal teams to resolve issues.

Skills

Interpersonal skills
Listening
Communication
Attention to detail
Documentation
Microsoft Office
Digital banking tools
Core values integrity humility teamEx

Education

HS diploma or GED

Tools

Banking systems
Digital banking platforms

Job description

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to deliver a customer-first banking experience across teller and desk roles.

The candidate will educate customers on products, support digital tools adoption, and coordinate with internal partners to resolve issues while maintaining security and compliance. The role emphasizes handling daily transactions, opening/closing accounts, and guiding customers through in-branch journeys with a proactive, consultative

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