Relationship Banking Specialist — Customer Experience

Benefit Plans Administrative Services, Inc.

Northern (KY)

Hybrid

USD 49,026,000 - 66,380,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador. You will blend teller and desk responsibilities, delivering accurate transactions while guiding customers through products and digital tools.

The role emphasizes consultative conversations, building trust, and ensuring financial well-being for customers. Travel for training and branch support may be required, with competitive compensation and benefits surrounding a diverse

Qualifications

High School Diploma or GED required.
Two years of customer service and/or banking experience preferred.
All applicants must be 18 years of age or older.
Ability to attend a 5–7 day initial training program; travel may be required; company covers travel expenses.

Responsibilities

Deliver a welcoming, professional customer experience in person.
Assist with teller and desk duties; educate customers on products and digital tools.
Open new accounts, process transactions, and respond to inquiries.
Schedule and coordinate appointments to manage customer flow and service levels.
Refer customers to specialists for more complex needs; maintain compliance with policies.