Relationship Banking Advisor — Flexible Hours & Training

Community Bank, N.A.

Town of Orchard Park (NY)

On-site

USD 25,000 - 34,000

Full time

8 days ago
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Benefits offered by this job

11 paid holidays
401K with generous match
Pension
Tuition Reimbursement
Banking discounts

Job summary

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a welcoming, professional customer experience and manage both teller and desk responsibilities.

You will educate customers on products, assist with new accounts and wire transfers, and coordinate with internal partners to resolve issues while adhering to bank policies. The role emphasizes needs-based conversations, digital banking guidance, and proactive appointment management within a 37.5-hour workweek.

Qualifications

  • High School Diploma or GED required.
  • Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations.
  • Ability to attend training and travel as needed; reliable transportation.

Responsibilities

  • Provide a welcoming, professional, and personalized customer experience in the lobby.
  • Open new accounts, close accounts, initiate wire transfers, and support service requests.
  • Educate customers on digital banking tools and self-service options.
  • Refer complex needs to specialists and coordinate with internal partners for timely resolutions.
  • Support branch operations and participate in training programs and meetings.

Skills

Interpersonal skills
Communication skills
Attention to detail
Digital tools proficiency
Customer service mindset
Teamwork

Education

High School Diploma or GED

Tools

Microsoft Office
Banking systems

Job description

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a welcoming, professional customer experience and manage both teller and desk responsibilities.

You will educate customers on products, assist with new accounts and wire transfers, and coordinate with internal partners to resolve issues while adhering to bank policies. The role emphasizes needs-based conversations, digital banking guidance, and proactive appointment management within a 37.5-hour workweek.

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