Relationship Banking Specialist

Community Bank, N.A.; Town of Walton (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a customer-centric banking experience. This hybrid role blends teller and desk responsibilities, handling transactions and consultative conversations that build trust and long-term relationships.

The role emphasizes educating customers on digital tools, guiding them through banking solutions, and coordinating with internal teams to ensure accurate, timely service. A community-focused team environment awaits.

Qualifications

• Minimum high school diploma or equivalent; banking experience preferred.
• Strong customer service and communication skills.
• Ability to learn banking software and digital tools.

Responsibilities

• Deliver a welcoming, professional customer experience in the lobby.
• Open new accounts and process routine transactions accurately.
• Educate customers on digital banking tools and services.
• Assist with issues such as balance discrepancies and fraud.
• Coordinate with partners to resolve complex requests.
• Schedule and manage customer flow and appointments.

Skills

Customer service

Banking product knowledge

Communication skills

Tools

Core banking system

CRM software

Job description

Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a customer-centric banking experience. This hybrid role blends teller and desk responsibilities, handling transactions and consultative conversations that build trust and long-term relationships.

The role emphasizes educating customers on digital tools, guiding them through banking solutions, and coordinating with internal teams to ensure accurate, timely service. A community-focused team environment awaits.