Community Financial System, Inc.
Relationship Banking Representative Rotating
Community Financial System, Inc., Air City, New York, United States
Relationship Banking Representative Rotating
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Relationship Banking Representative Rotating
role at
Community Financial System, Inc.
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, 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 Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible for delivering a positive customer experience to current and prospective bank customers.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening 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 policies 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, ensuring 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
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.
Other Job Information
Hours: 37.5 hours per week.
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to a competitive salary, employees 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: Employee may be required to stand, walk, or sit; use hands and fingers; reach with hands or arms; speak and hear; and occasionally lift or move up to 25 pounds. Specific vision abilities include close vision and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Salary: USD $18.25/hour.
Maximum Salary: USD $24.71/hour.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
EEO Statement 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.
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Relationship Banking Representative Rotating
role at
Community Financial System, Inc.
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, 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 Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible for delivering a positive customer experience to current and prospective bank customers.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening 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 policies 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, ensuring 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
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.
Other Job Information
Hours: 37.5 hours per week.
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to a competitive salary, employees 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: Employee may be required to stand, walk, or sit; use hands and fingers; reach with hands or arms; speak and hear; and occasionally lift or move up to 25 pounds. Specific vision abilities include close vision and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Salary: USD $18.25/hour.
Maximum Salary: USD $24.71/hour.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
EEO Statement 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.
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