Relationship Banking Advisor

Community-Financial-System,-Inc.; Village of Walton (NY); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Competitive compensation

Great benefits

Professional development opportunities

Job summary

Community Financial System, Inc. in the United States is seeking a Relationship Banking Representative to deliver a customer-centric, end-to-end banking experience.

The hybrid role blends teller and desk duties, handling transactions and consultative conversations to deepen customer relationships. You’ll educate clients on digital tools, assist with accounts and transfers, and coordinate with teams to resolve issues while upholding bank policies.

Qualifications

• Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations
• Strong attention to detail with accurate and proficient math skills
• Clear thinking and sound judgement in a fast-paced, customer-focused environment
• Strong documentation and organizational skills with the ability to manage multiple priorities
• Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms
• Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence

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

Communication

Attention to detail

Judgement

Documentation

Tech proficiency

Empathy

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Community Financial System, Inc. in the United States is seeking a Relationship Banking Representative to deliver a customer-centric, end-to-end banking experience.

The hybrid role blends teller and desk duties, handling transactions and consultative conversations to deepen customer relationships. You’ll educate clients on digital tools, assist with accounts and transfers, and coordinate with teams to resolve issues while upholding bank policies.