Relationship Banking Representative Rotating

Community Financial System, Inc.; Delmar (NY); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Competitive compensation

Professional development opportunities

Great benefits

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to work in various branch offices. This role requires delivering positive customer experiences and handling financial transactions with professionalism.

The ideal candidate must possess strong interpersonal and communication skills, a high school diploma or GED, and two years of customer service experience. This position offers competitive compensation and benefits in a supportive environment.

Qualifications

• Must be at least 18 years of age.
• Two years of customer service experience required.
• Internal product knowledge provided after hire.

Responsibilities

• Provide quality customer service and handle transactions professionally.
• Explain and sell products to meet customer needs.
• Participate in lobby management and greet customers.
• Conduct customer transactions with accuracy.
• Travel to other branches as needed.

Skills

Interpersonal skills

Communication skills

Math skills

Attention to detail

Ability to focus

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

A rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible for delivering a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• 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
• Ability to understand directions and adhere to established policy and procedures
• Able to 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 be able to consistently 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 normally required
• All applicants must be 18 years of age or older.
• Two (2) years of customer service and