Relationship Banking Advisor

Community Financial System, Inc.; Town of Bath (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to provide a welcoming, professional customer experience in-branch. You will handle teller and desk responsibilities, perform routine transactions, open accounts, and educate customers on digital tools and services.

You will build trust through active listening, needs-based conversations, and referrals to specialists when appropriate, while upholding bank policies and security standards.

Qualifications

• Experience in frontline customer service in a banking environment.

Responsibilities

• Deliver a welcoming, professional customer experience in the lobby and assist with transactions.
• Open new accounts and support service requests while educating customers on features and tools.
• Educate customers on digital banking tools and self-service options to increase engagement.
• Collaborate with branch partners to refer customers to specialists for more complex needs.
• Support branch operations and contribute to a positive, inclusive work environment.

Skills

Customer service

Relationship building

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to provide a welcoming, professional customer experience in-branch. You will handle teller and desk responsibilities, perform routine transactions, open accounts, and educate customers on digital tools and services.

You will build trust through active listening, needs-based conversations, and referrals to specialists when appropriate, while upholding bank policies and security standards.