Relationship Banking Representative

Community Financial System, Inc.; City of Plattsburgh (NY); On-site; USD 30,000 - 50,000; Full time

Job summary

Community Financial System, Inc. (CFSI) in Plattsburgh, NY is seeking a dedicated individual for a customer service role that involves handling various financial transactions and ensuring a positive banking experience. Responsibilities include greeting customers, managing accounts, and participating in sales initiatives, with a commitment to compliance and internal controls.

Qualifications include a high school diploma, two years of relevant experience, and strong interpersonal skills. CFSI offers competitive compensation and opportunities for professional development.

Qualifications

• High School Diploma or GED required.
• Excellent interpersonal and communication skills.
• Accurate and proficient math skills.
• Documentation skills with attention to detail.
• Two years of customer service and/or banking experience required.

Responsibilities

• Provide quality customer service and handle financial transactions.
• Determine customer needs and promote products.
• Participate in lobby management and sales initiatives.
• Assist customers with requests like wire transfers and loan information.
• Conduct transactions with accuracy and meet established policies.

Skills

Interpersonal skills

Communication skills

Math skills

Attention to detail

Customer service experience

Education

High School Diploma or GED

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Understand directions and adhere to established policy and procedures
• Remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Qualifications

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must demonstrate the company’s core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)
• Two (2) years of customer service and/or banking experience normally required
• All applicants must be 18 years of age or older