Relationship Banking Specialist

Benefit Plans Administrative Services, Inc.; Town of Walton (NY); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a customer-first in-branch experience in a hybrid role combining teller and desk responsibilities.

You will educate customers on products, support digital tools, and drive financial well-being while adhering to policies and security standards. The role emphasizes building trust, active listening, and cross-functional collaboration with internal partners to ensure accurate, timely resolutions and a

Qualifications

• Excellent interpersonal, listening, and communication skills for meaningful financial conversations.
• Strong attention to detail with accurate math and documentation.
• Clear thinking, sound judgment, and ability to handle multiple priorities in a fast-paced setting.

Responsibilities

• Deliver a welcoming, professional customer experience in the lobby and guide in-branch journeys.
• Open accounts, process transactions, and educate customers on digital tools and features.
• Identify needs, refer to specialists, and support community outreach and branch goals.
• Maintain security, follow policies, and resolve issues with timely, accurate service.

Skills

Interpersonal skills

Listening

Communication

Attention to detail

Problem solving

Digital tools

Microsoft Office

Customer empathy

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to deliver a customer-first in-branch experience in a hybrid role combining teller and desk responsibilities.

You will educate customers on products, support digital tools, and drive financial well-being while adhering to policies and security standards. The role emphasizes building trust, active listening, and cross-functional collaboration with internal partners to ensure accurate, timely resolutions and a