Relationship Banking Representative

Job Description

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

May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

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.

Full-time