Teller Rotating

Overview

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.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Teller serves as a frontline representative of the bank and plays a key role in delivering a welcoming, accurate, and customer-focused banking experience. This position is responsible for processing financial transactions, maintaining cash accuracy, and supporting customers with everyday banking needs.

The Teller actively listens to understand customer needs, provides information on products, services, and digital tools, and makes appropriate referrals to branch partners. This role requires strong attention to detail, adherence to security and compliance standards, and a commitment to creating a positive customer experience while supporting the operational integrity of the branch.

Essential Responsibilities:

• Serve as a welcoming and professional first point of contact for customers entering the branch.
• Provide friendly, accurate, and efficient service while processing routine financial transactions, including deposits, withdrawals, payments, and check cashing with verification of customer identity and available funds.
• Engage customers in need-based conversations to understand how the bank can service their transactional needs.
• Identify opportunities to direct customers to appropriate team members for additional services or solutions.
• Educate customers on digital banking tools and self-service options to enhance convenience and confidence.
• Assist with routine inquiries and concerns, escalating to more complex issues as appropriate.
• Support lobby management by helping guide customers to the right team member or service area.
• Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance in accordance with bank standards.

Sales, Advice & Referrals:

• Engage customers in needs-based discussions to identify appropriate banking solutions without pressure-based selling.
• Partner with branch team members to connect customers with specialists for more complex financial needs.
• Support branch goals by consistently modeling strong service behaviors and effective customer engagement.

Employee & Team Contributions:

• Collaborate effectively with team members to support branch operations and customer experience goals.
• Support branch operations by assisting with customer flow, lobby engagement, and routine operational tasks as needed.
• Contribute to a positive, inclusive, and respectful work environment.
• Take ownership of personal development and adapt positively to new tools, processes, and initiatives.

Operational Excellence, Risk & Compliance:

• Perform all teller transactions with precision and balance cash drawer within established guidelines.
• Protect customer and bank information at all times and follow all security, authentication, and dual-control procedures.
• Remain alert to unusual or suspicious transactions or behaviors, follow fraud-prevention procedures, and elevate concerns to appropriate team members to help protect customers and the bank.
• Adhere to branch operating standards, including opening/closing procedures, cash handling protocols, and documentation requirements.
• Support internal audits, reviews, and regulatory requests as needed.
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