Relationship Banking Specialist - Customer Experience Pro

Benefit Plans Administrative Services, Inc.; Town of Champlain (NY); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. is seeking a Relationship Banking Representative to deliver a welcoming, customer-focused banking experience. You will handle teller and desk duties, process transactions, open accounts, and educate customers on digital tools.

BN: Prioritize trust-building, cross-sell gently, and support branch goals while adhering to policies and security standards. Travel to training locations as required may occur.

Qualifications

• Excellent interpersonal and communication skills for engaging customers.
• Strong attention to detail with accurate math and record-keeping.
• Ability to learn and use banking systems and digital tools.
• Willingness to travel to training locations as needed.

Responsibilities

• Deliver welcoming, professional customer experience in lobby and on the branch floor.
• Open new accounts, process transactions, and guide customers on features and digital tools.
• Educate customers on banking products, services, and security practices.
• Coordinate with internal teams to resolve inquiries and issues promptly.
• Support branch goals through relationship-building and proactive outreach.
• Maintain compliance with bank policies, procedures, and controls.

Skills

Customer service

Communication

Problem solving

Attention to detail

Digital tools proficiency

Teamwork

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Job description

Community Financial System, Inc. is seeking a Relationship Banking Representative to deliver a welcoming, customer-focused banking experience. You will handle teller and desk duties, process transactions, open accounts, and educate customers on digital tools.

BN: Prioritize trust-building, cross-sell gently, and support branch goals while adhering to policies and security standards. Travel to training locations as required may occur.