Relationship Banking Representative

Overview

At Community Financial System, Inc. (CFSI) we dedicate ourselves to providing 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 commit to our employees as they help our customers manage their finances. Competitive compensation, great benefits and professional development support long and successful careers. As an equal‑opportunity workplace we celebrate and support a diverse workplace for the benefit of all.

A Relationship Banking Representative delivers a positive customer experience to current and prospective bank customers, moving between the customer service desk and teller area as needed. The role requires adaptability, adherence to bank policies and procedures, and a team‑player mindset.

• provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening accounts, cashing checks) with professionalism
• determine customer needs, explain and sell products and services
• actively participate in lobby management, greeting customers and proactively owning the in‑branch experience
• telephone customers to schedule sales appointments and promote suitable products
• participate in branch prospecting efforts and sales initiatives
• assist customers with stop payments, wire transfers, balance discrepancies and loan information
• 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
• participate in branch meetings and training to enhance knowledge and development of skills
• 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

Education, Training and Skills Requirements

• 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
• Must consistently demonstrate the company’s core values:
  Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience / Other

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older

Hours 40 hours per week

Compensation Commensurate with experience plus potential for annual merit increase. In addition to a competitive salary, you will receive benefits including 11 paid holidays, paid vacation, medical, vision and dental insurance, 401(k) with generous match, pension, tuition reimbursement, banking discounts and more.

Physical Requirements Successful performance requires standing, walking, sitting, using hands and fingers, handling, reaching and speaking. Occasionally required to lift or move up to 25 pounds. Vision requirements include close vision and ability to focus.

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, citizenship status, age, disability, genetic information, veteran status or any other protected characteristic. The Company will make reasonable accommodations for qualified individuals with a disability. Please contact the Human Resources Department for accommodation requests.

Minimum: USD $18.25 /hr

Maximum: USD $24.71 /hr