Relationship Banking Specialist — Frontline Client Advisor

Benefit Plans Administrative Services, Inc.; Bennington (VT); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid holidays

401K match

Tuition reimbursement

Pension

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller and desk responsibilities with consultative conversations that build trust and deepen relationships.

You will educate customers on digital tools, handle routine transactions, and coordinate with internal teams to resolve issues while adhering to bank policies and security standards. This role emphasizes service, accuracy, and customer well-being.

Qualifications

• High School Diploma or GED required.
• Two years of customer service and/or banking experience preferred.
• Ability to attend training and travel as needed.

Responsibilities

• Deliver a welcoming, professional customer experience in every interaction.
• Educate customers on products, services, and digital tools.
• Process banking transactions accurately and assist with account openings/closures.

Skills

Interpersonal skills

Active listening

Communication

Digital banking tools

Microsoft Office

Banking systems

Education

High School Diploma or GED

Tools

Microsoft Office

Banking systems

Digital banking platforms

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as a frontline ambassador, blending teller and desk responsibilities with consultative conversations that build trust and deepen relationships.

You will educate customers on digital tools, handle routine transactions, and coordinate with internal teams to resolve issues while adhering to bank policies and security standards. This role emphasizes service, accuracy, and customer well-being.