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Relationship Banking Representative

Community Financial System, Inc.
Webster, NY
Relationship Banking Representative Location Webster, NY : 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. Responsibilities: A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
  • Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., 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
  • Ability to understand directions and adhere to established policy and procedures
  • Able to 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 pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
    • Qualifications: 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 be able to 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.
    Min: USD $18.25/Hr. Max: USD $24.71/Hr. Other Job Information: Hours: 37.5 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the 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. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the 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 (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.
Posted 2025-10-07

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