Relationship Banking Specialist

Coca-Cola Beverages Northeast; Town of Westfield (NY); On-site; USD 45,000 - 75,000; Full time

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador in delivering a consistent, customer-centric banking experience across teller and desk responsibilities.

You will engage with customers, educate them on products and digital tools, and build trust through thoughtful guidance and referrals. The role emphasizes active listening, understanding customer needs, and adherence to bank policies and security standards to support

Qualifications

• The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience.

Responsibilities

• Actively listen to understand customer needs and educate customers on products, services, and digital tools.
• Provide thoughtful guidance or referrals that support customers’ financial well-being while following bank policies, procedures, and security standards.

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador in delivering a consistent, customer-centric banking experience across teller and desk responsibilities.

You will engage with customers, educate them on products and digital tools, and build trust through thoughtful guidance and referrals. The role emphasizes active listening, understanding customer needs, and adherence to bank policies and security standards to support