Relationship Banking Specialist - Customer-Centric Banker

Community Bank, N.A.; Latham (NY); On-site; USD 52,294,000 - 70,803,000; Full time

Benefits offered by this job

Medical, Vision & Dental insurance

401K with generous match

Tuition Reimbursement

Banking discounts

Paid holidays

Job summary

Community Financial System, Inc. (CFSI) operates Community Bank, N.A. with 200+ facilities, offering retail and commercial banking services. The Relationship Banking Representative fronts the customer experience, handling teller and desk duties while educating customers on digital tools and banking solutions.

The role emphasizes relationship-building, needs-based conversations, and collaboration with internal partners to resolve inquiries and support branch goals.

Qualifications

• Two years of customer service and/or banking experience.
• Ability to attend a 5-7 day initial training program; travel may be required.

Responsibilities

• Deliver a welcoming, professional customer experience in the lobby and guide the in-branch journey.
• Process teller transactions and routine inquiries accurately with a consultative mindset.
• Open new accounts, initiate wire transfers, and educate customers on features and digital tools.

Skills

Interpersonal skills

Attention to detail

Judgement

Org skills

MS Office

Empathy

Core values

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Job description

Community Financial System, Inc. (CFSI) operates Community Bank, N.A. with 200+ facilities, offering retail and commercial banking services. The Relationship Banking Representative fronts the customer experience, handling teller and desk duties while educating customers on digital tools and banking solutions.

The role emphasizes relationship-building, needs-based conversations, and collaboration with internal partners to resolve inquiries and support branch goals.