Relationship Banking Representative

Coca-Cola Beverages Northeast; Village of Westfield (NY); On-site; USD 40,000 - 52,000; Full time

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to serve as a frontline ambassador, delivering a consistent, customer-centric banking experience across teller and desk duties.

The role focuses on active listening to understand customer needs, education on products and digital tools, and providing referrals that support customers’ financial well-being while following bank policies and security standards.

Qualifications

• The Relationship Banking Representative serves as a frontline ambassador of the bank and delivers a customer-centric banking experience.
• They listen to understand customer needs, educate on products and digital tools, and offer guidance or referrals.

Responsibilities

• The Relationship Banking Representative acts as a frontline ambassador, delivering a consistent, customer-centric, end-to-end banking experience across teller and desk duties.
• They educate customers on products, services, and digital tools, and provide referrals that support customers’ financial well-being while adhering to bank policies and security standards.

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

The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience. This position flexes across teller and desk responsibilities, combining accurate transaction execution with consultative conversations that build trust and deepen relationships.

The Relationship Banking Representative actively listens to understand customer needs, educates customers on products, services, and digital tools, and provides thoughtful guidance or referrals that support customers’ financial well-being, while adhering to all bank policies, procedures, and security standards.

Essential Responsibilities:

Customer Experience & Relationship Management