Relationship Banking Specialist - In-Branch & Digital Tools

Coca-Cola Beverages Northeast; Town of Sidney (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Holiday pay

Paid vacation

Health insurance

401K match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as an in-branch ambassador, delivering a consistent, customer-centric experience.

The role blends teller work with consultative conversations to build trust and deepen relationships, supporting digital tools education and efficient branch operations. You will educate customers on banking features, manage appointments, and collaborate with internal partners to resolve issues while upholding security

Qualifications

• Two (2) years of customer service and/or banking normally required
• Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity
• All applicants must be 18 years of age or older
• Willingness to travel to training locations as required

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Build trust by actively listening and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while educating customers on features and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and service needs; coordinate with internal teams for resolution.
• Educate customers on digital banking tools and best practices.
• Manage customer flow and appointment scheduling with appropriate team members.
• Refer customers to specialists for more complex needs and contribute to branch goals.

Skills

Interpersonal skills

Communication

Attention to detail

Problem solving

Digital tools

Microsoft Office

Empathy

Core values

Education

High School Diploma or GED

Job description

Community Financial System, Inc. (CFSI) is seeking a Relationship Banking Representative to act as an in-branch ambassador, delivering a consistent, customer-centric experience.

The role blends teller work with consultative conversations to build trust and deepen relationships, supporting digital tools education and efficient branch operations. You will educate customers on banking features, manage appointments, and collaborate with internal partners to resolve issues while upholding security