Relationship Banking Specialist — Customer Experience Pro

Coca-Cola Beverages Northeast

Town of Ithaca (NY)

Hybride

USD 25 000 - 33 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Paid holidays
Paid vacation
Medical insurance
Vision insurance
Dental insurance
401K match
Pension
Tuition reimbursement
Banking discounts
Travel to training locations

Résumé du poste

Community Financial System, Inc. is seeking a Relationship Banking Representative for its Community Bank, N.A. in Upstate NY. This role blends teller and desk duties, focusing on accurate transactions, consultative conversations, and building trust while guiding customers on digital tools.

You will learn and apply product knowledge, help open accounts, execute transfers, and refer complex needs to specialists, all while maintaining security and compliance standards.

Qualifications

  • Excellent interpersonal, listening, and communication skills for meaningful financial conversations.
  • Strong attention to detail and accurate math skills for transactions.
  • Ability to adapt to a fast-paced customer-focused environment.
  • Comfort navigating banking systems and digital banking tools.
  • Commitment to company values: Integrity, Humility, Teamwork, Excellence.

Responsabilités

  • Deliver a welcoming, professional, personalized customer experience in-branch.
  • Open new accounts, process transactions, and educate customers on features.
  • Educate customers on digital tools and self-service options.
  • Coordinate with internal partners to resolve issues and balance cash drawers.
  • Support branch goals through needs-based conversations and relationship-building.

Connaissances

Interpersonal skills
Active listening
Communication skills
Attention to detail
Digital tools proficiency

Formation

High School Diploma or GED

Outils

Microsoft Office
Banking systems

Description du poste

Community Financial System, Inc. is seeking a Relationship Banking Representative for its Community Bank, N.A. in Upstate NY. This role blends teller and desk duties, focusing on accurate transactions, consultative conversations, and building trust while guiding customers on digital tools.

You will learn and apply product knowledge, help open accounts, execute transfers, and refer complex needs to specialists, all while maintaining security and compliance standards.

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