Relationship Banking Associate — Elevate Customer Experience

Community Bank, N.A.; Town of Ithaca (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401K with match

Tuition Reimbursement

Banking discounts

Job summary

Community Bank, N.A. within Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative in Ithaca, NY to deliver a welcoming, customer-centric banking experience across teller and desk duties.

You will educate customers on digital tools, open and manage accounts, and resolve service needs with accuracy. Join a team that emphasizes compliance, cross-functional collaboration, and ongoing development while supporting branch goals and providing excellent service in a dynamic

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.
• 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.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
• Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
• Participate in branch prospecting efforts, campaigns, and community engagement activities.
• Collaborate with branch partners to refer customers to specialists for more complex financial needs.

Job description

Community Bank, N.A. within Community Financial System, Inc. (CFSI) seeks a Relationship Banking Representative in Ithaca, NY to deliver a welcoming, customer-centric banking experience across teller and desk duties.

You will educate customers on digital tools, open and manage accounts, and resolve service needs with accuracy. Join a team that emphasizes compliance, cross-functional collaboration, and ongoing development while supporting branch goals and providing excellent service in a dynamic