Relationship Banking Associate: Client Growth & Service

Community Financial System, Inc.; Town of Cuba (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to deliver a customer-centric banking experience across teller and desk roles. You will educate customers on products, open accounts, and support digital tools while adhering to policies and security standards.

The role emphasizes relationship management, proactive outreach, and collaboration with branch partners to meet goals in a dynamic retail banking environment.

Qualifications

• Excellent interpersonal, listening, and communication skills.
• Strong attention to detail with accurate math skills.
• Able to think clearly and judge situations in a fast-paced environment.
• Excellent documentation and organizational skills.
• Proficient with digital tools and Microsoft Office; comfortable with banking systems.

Responsibilities

• Deliver a welcoming, professional customer experience in-branch.
• Open new accounts, process transactions, and educate on features.
• Assist customers with issues and coordinate with internal teams.
• Educate customers on digital banking tools and self-service options.
• Schedule and manage appointments to optimize branch flow.
• Refer complex needs to specialists and support branch goals.

Skills

Interpersonal skills

Active listening

Clear communication

Attention to detail

Math skills

Documentation

Digital tools

Education

High School Diploma or GED

Job description

Community Financial System, Inc. is seeking a Relationship Banking Representative to deliver a customer-centric banking experience across teller and desk roles. You will educate customers on products, open accounts, and support digital tools while adhering to policies and security standards.

The role emphasizes relationship management, proactive outreach, and collaboration with branch partners to meet goals in a dynamic retail banking environment.