Relationship Banking Representative

Relationship Banking Representative

Community Financial System, Inc. (CFSI) – Lakewood, NY

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

We value our employees and provide competitive compensation, great benefits, and professional development and advancement opportunities.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening of accounts, cashing checks, etc.) with professionalism.
• Determine customer needs, explain and sell products and services.
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience.
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs.
• Participate in branch prospecting efforts and sales initiatives.
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas.
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines.
• Understand directions and adhere to established policy and procedures.
• Remain focused and organized to successfully complete responsibilities.
• Actively participate in branch meetings and training to enhance knowledge and development of skills.
• Other related duties as assigned or directed.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.

• High School Diploma or GED required.
• Excellent interpersonal and communication skills.
• Accurate and proficient math skills.
• Documentation skills with attention to detail.
• Clear thinking and ability to remain focused.
• Consistently demonstrate the Company's core values:
  Integrity, Humility, Teamwork, and Excellence.
• Internal product knowledge and teller training (provided after hire).
• Two (2) years of customer service and/or banking experience normally required.
• All applicants must be 18 years of age or older.

USD $18.25/Hr minimum, USD $24.71/Hr maximum. 37.5 hours per week. Competitive salary with potential for annual merit increase. Benefits include 11 paid holidays, paid vacation, medical, vision & dental insurance, 401K with generous match, pension, tuition reimbursement, banking discounts and more. Lunch is not included.

Employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. May occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.

May be called upon to travel to other branches in the area to provide support as needed.

Entry level

Full-time

Finance and Sales

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability.

If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.