Relationship Banking Advisor

Coca-Cola Beverages Northeast; Village of Falconer (NY); Sur place; USD 36 000 - 60 000; Plein temps

Résumé du poste

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to be the frontline ambassador, delivering a customer-centric, end-to-end banking experience across teller and desk roles.

You will listen to needs, educate customers on products and digital tools, and guide or refer them to solutions while adhering to bank policies and security standards, contributing to trusted relationships and financial well-being.

Responsabilités

• The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience.
• This position flexes across teller and desk responsibilities, combining accurate transaction execution with consultative conversations that build trust and deepen relationships.
• The Relationship Banking Representative actively listens to understand customer needs, educates customers on products, services, and digital tools, and provides thoughtful guidance or referrals that support customers’ financial well-being, while adhering to all bank policies, procedures, and security standards.

Description du poste

Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative to be the frontline ambassador, delivering a customer-centric, end-to-end banking experience across teller and desk roles.

You will listen to needs, educate customers on products and digital tools, and guide or refer them to solutions while adhering to bank policies and security standards, contributing to trusted relationships and financial well-being.