Relationship Banking Specialist

Community Bank, N.A.; Buffalo (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

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

You will educate customers on products, assist with accounts and transfers, and coordinate with partners to ensure timely, accurate resolutions while upholding bank policies.

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• 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. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.

Job description

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

You will educate customers on products, assist with accounts and transfers, and coordinate with partners to ensure timely, accurate resolutions while upholding bank policies.