Relationship Banking Specialist

Community Bank, N.A.

City of Rochester (NY)

On-site

USD 25,000 - 34,000

Part time

8 days ago

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Benefits offered by this job

11 paid holidays
Paid vacation
Medical insurance
Vision & Dental insurance
401K with match

Job summary

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a welcoming, customer-centric in-branch experience.

You will handle teller and desk duties, open/close accounts, process transactions, and educate customers on digital tools, always upholding security and bank policies. The role emphasizes needs-based conversations, collaboration with branch teams, and travel to support multiple locations across the region.

Qualifications

  • Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations
  • Strong attention to detail with accurate and proficient math skills
  • Clear thinking and sound judgement in a fast-paced, customer-focused environment
  • Strong documentation and organizational skills with the ability to manage multiple priorities
  • Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms
  • Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions
  • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence

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.
  • 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.

Skills

Interpersonal skills
Active listening
Communication skills
Strong math skills
Customer focus
Digital literacy

Education

High School Diploma or GED

Tools

Microsoft Office
Banking systems
Digital banking platforms

Job description

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a welcoming, customer-centric in-branch experience.

You will handle teller and desk duties, open/close accounts, process transactions, and educate customers on digital tools, always upholding security and bank policies. The role emphasizes needs-based conversations, collaboration with branch teams, and travel to support multiple locations across the region.

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