Relationship Banking Specialist | Customer-First Banker

Benefit Plans Administrative Services, Inc.; Easton (Northampton County); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental Insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador, blending teller duties with consultative conversations to educate customers and deepen relationships.

You will handle everyday transactions, open and close accounts, process transfers, and guide customers on digital banking tools while maintaining strict adherence to bank policies and security standards.

Qualifications

• Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations
• Strong attention to detail with accurate and proficient math skills
• Clear thinking and sound judgement in a fast-paced, customer-focused environment
• Strong documentation and organizational skills with the ability to manage multiple priorities
• Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms
• Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions
• Must demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset.
• Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs; coordinate with internal partners to resolve.
• Educate and guide customers on digital banking tools and self-service options.
• Manage customer flow and wait times by scheduling or facilitating appointments with appropriate team members.

Skills

Interpersonal skills

Active listening

Communication

Customer service

Attention to detail

Education

High School Diploma or GED

Tools

Digital banking tools

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to serve as a frontline ambassador, blending teller duties with consultative conversations to educate customers and deepen relationships.

You will handle everyday transactions, open and close accounts, process transfers, and guide customers on digital banking tools while maintaining strict adherence to bank policies and security standards.