Relationship Banking Advisor | Customer Experience Leader

Coca-Cola Beverages Northeast

Vermont

On-site

USD 25,000 - 33,000

Full time

7 days ago
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Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, delivering a consistent, customer-centric banking experience.

You will blend teller duties with consultative conversations to build trust and deepen relationships. You will educate customers on products and digital tools, open/close accounts, and coordinate with internal partners to resolve issues while upholding 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; travel may be required; company covers travel expenses.
  • Reliable transportation.

Responsibilities

  • Deliver a welcoming, professional, and personalized customer experience in-branch.
  • Listen actively to understand customer needs and guide financial conversations.
  • Process teller transactions, open/close accounts, and assist with transfers and service requests.
  • Educate customers on digital banking tools and self-service options.
  • Coordinate with internal partners to resolve issues and ensure timely resolutions.
  • Support branch goals through needs-based conversations and relationship-building.

Skills

Interpersonal skills
Customer service
Communication skills
Digital tools literacy

Education

High School Diploma or GED

Tools

Banking systems
Microsoft Office

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, delivering a consistent, customer-centric banking experience.

You will blend teller duties with consultative conversations to build trust and deepen relationships. You will educate customers on products and digital tools, open/close accounts, and coordinate with internal partners to resolve issues while upholding bank policies and security standards.

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