Relationship Banking Specialist — Customer Experience Leader

Coca-Cola Beverages Northeast; Town of Walton (NY); Presencial; USD 25.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Descripción de la vacante

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

You will educate customers on products and digital tools, process transactions accurately, and guide referrals to partners while adhering to policies and security standards.

Formación

• High School Diploma or GED required.
• Internal product knowledge, teller, and platform training preferred.
• Willingness to attend a 5–7 day training program; travel may be required; company covers travel expenses.

Responsabilidades

• Deliver a welcoming, professional, and personalized customer experience in the lobby.
• Assist customers with transactions, inquiries, and digital tools with a consultative approach.
• Open/close accounts, initiate wire transfers, and support service requests while educating on features and tools.
• Advocate for customers by coordinating with internal partners to ensure timely resolution.
• Educate customers on digital banking tools and self-service options.
• Schedule and facilitate appointments to manage customer flow.

Conocimientos

Customer service

Communication

Digital banking tools

Teamwork

Attention to detail

Educación

High school diploma

Banking training

Herramientas

Microsoft Office

Banking systems

Digital banking platforms

Descripción del empleo

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

You will educate customers on products and digital tools, process transactions accurately, and guide referrals to partners while adhering to policies and security standards.