Relationship Banking Specialist

Benefit Plans Administrative Services, Inc.; Town of Orchard Park (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Medical, Vision & Dental insurance

401K with match

Pension

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador, handling teller and desk tasks with a consultative approach in a fast-paced branch environment.

You will educate customers on digital tools, assist with accounts, and coordinate with internal teams to resolve issues while upholding bank policies and security standards. This role offers competitive compensation and benefits.

Qualifications

• Two years of customer service and/or banking experience typically required.
• Ability to attend a training program and travel as needed.
• Reliable transportation and flexibility to work rotating hours.

Responsibilities

• Deliver a welcoming, professional customer experience in-branch.
• Open new accounts, process routine transactions, and educate customers on digital tools.
• Identify needs and refer to specialists for more complex needs.
• Support branch operations and participate in meetings and training.

Skills

Customer service

Communication

Team collaboration

Attention to detail

Education

High School Diploma or GED

Tools

Banking systems

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador, handling teller and desk tasks with a consultative approach in a fast-paced branch environment.

You will educate customers on digital tools, assist with accounts, and coordinate with internal teams to resolve issues while upholding bank policies and security standards. This role offers competitive compensation and benefits.