Relationship Banking Advisor

OneGroup

Easton (Northampton County)

Hybrid

USD 25,000 - 34,000

Full time

14 days+

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Benefits offered by this job

Health benefits
401K matching
Paid holidays
Paid vacation
Tuition reimbursement

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller and desk responsibilities to deliver a consistent, customer-centric banking experience.

You will listen to customers, educate them on products and digital tools, and guide referrals that support financial well-being while following bank policies and security standards.

Qualifications

  • High School Diploma or GED required.
  • Internal product knowledge, teller, and platform training preferred.
  • Ability to attend a 5–7 day initial training program, which may involve overnight travel; company covers travel expenses.
  • Reliable transportation.

Responsibilities

  • Deliver welcoming, professional customer experience in every interaction.
  • Educate customers on products, services, and digital tools.
  • Open new accounts, process wire transfers, and support service requests.
  • Educate customers on digital banking tools and self-service options.
  • Assist with issues like balance discrepancies and debit card fraud.
  • Travel to support branch staffing and coverage as needed.

Skills

Interpersonal skills
Active listening
Communication
Detail-oriented
Digital tools

Education

High School Diploma or GED

Tools

Microsoft Office
Banking systems

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller and desk responsibilities to deliver a consistent, customer-centric banking experience.

You will listen to customers, educate them on products and digital tools, and guide referrals that support financial well-being while following bank policies and security standards.

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