Relationship Banking Advisor

OneGroup; Town of Orchard Park (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts and the list goes on

Job summary

Community Financial System, Inc. (CFSI) operates Community Bank, N.A., with over 200 locations across Upstate New York and surrounding regions.

The Relationship Banking Representative serves as a frontline ambassador, blending teller duties with consultative conversations to deliver a consistent, customer-centric banking experience. This role focuses on listening to customers, educating them about products and digital tools, opening and managing accounts, processing transactions, and

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 depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging
• Reliable transportation

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction. Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.

Skills

Interpersonal skills

Active listening

Communication

Attention to detail

Judgment

Documentation

Digital tools

Microsoft Office

Empathy

Company values

Education

High School Diploma or GED

Internal product knowledge training

Tools

Microsoft Office

Banking systems

Job description

Community Financial System, Inc. (CFSI) operates Community Bank, N.A., with over 200 locations across Upstate New York and surrounding regions.

The Relationship Banking Representative serves as a frontline ambassador, blending teller duties with consultative conversations to deliver a consistent, customer-centric banking experience. This role focuses on listening to customers, educating them about products and digital tools, opening and managing accounts, processing transactions, and