Relationship Banking Specialist

Benefit Plans Administrative Services, Inc.; Springfield (MA); Ibrido; USD 25.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

11 paid holidays

Paid vacation

Medical Insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Descrizione del lavoro

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, guiding customers through teller and desk tasks while building trust and long-term relationships.

You will educate clients on products, digital tools, and services, remaining compliant with bank policies and security standards. The role emphasizes strong customer experience, problem solving, and collaboration with internal partners to ensure timely resolutions and smooth

Competenze

• High School Diploma or GED required.
• Ability to attend a 5–7 day initial training with travel expenses covered.
• Reliable transportation.

Mansioni

• Deliver a welcoming, professional, and personalized customer experience in the lobby.
• Process everyday banking transactions accurately with a consultative approach.
• Educate customers on digital banking tools, features, and best practices.
• Identify customer needs and refer to specialists as needed.
• Support branch goals through relationship-building and teamwork.

Conoscenze

Interpersonal skills

Active listening

Conversation/communication

Attention to detail

Digital tools proficiency

Teamwork

Formazione

High School Diploma or GED

Descrizione del lavoro

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, guiding customers through teller and desk tasks while building trust and long-term relationships.

You will educate clients on products, digital tools, and services, remaining compliant with bank policies and security standards. The role emphasizes strong customer experience, problem solving, and collaboration with internal partners to ensure timely resolutions and smooth