Relationship Banking Specialist – Customer Advocate

Coca-Cola Beverages Northeast; Town of Walton (NY); Vor Ort; USD 25.000 - 34.000; Vollzeit

Benefits dieser Stelle

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Zusammenfassung

Community Financial System, Inc. is seeking a Relationship Banking Representative to act as a frontline ambassador, delivering a customer-centric banking experience across teller and desk duties.

You will educate customers on digital tools, open and manage accounts, and coordinate with internal partners to resolve issues. The role requires strong communication, active listening, and the ability to manage multiple priorities in a fast-paced branch environment.

Qualifikationen

• Excellent interpersonal, listening, and communication skills for meaningful financial conversations.
• Strong attention to detail with accurate math and documentation abilities.
• Clear thinking and sound judgment in a fast-paced, customer-focused environment.

Aufgaben

• Provide accurate teller and platform transactions with security and privacy.
• Educate customers on digital banking tools and services.
• Identify customer needs and refer to specialists when needed.
• Maintain a welcoming, professional, and personalized customer experience.
• Support branch operations and travel to nearby branches as needed.

Kenntnisse

Interpersonal communication

Active listening

Detail orientation

Documentation skills

Digital tools familiarity

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Jobbeschreibung

Community Financial System, Inc. is seeking a Relationship Banking Representative to act as a frontline ambassador, delivering a customer-centric banking experience across teller and desk duties.

You will educate customers on digital tools, open and manage accounts, and coordinate with internal partners to resolve issues. The role requires strong communication, active listening, and the ability to manage multiple priorities in a fast-paced branch environment.