Community Financial System, Inc.
Relationship Banking Representative
Community Financial System, Inc., Bath, New York, United States
Relationship Banking Representative
Join Community Financial System, Inc. (CFSI) as a Relationship Banking Representative and contribute to a customer‑focused, high‑quality banking experience. This role is a full‑time, entry‑level position located in Watkins Glen, NY.
Overview CFSI is dedicated to providing friendly, personalized 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. In addition to retail banking, we offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. CFSI values its employees and offers competitive compensation, great benefits, and professional development opportunities.
Responsibilities
Routinely provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening of accounts, cashing checks, etc.) with professionalism.
Determine customer needs, explain, and sell products and services.
Actively participate in lobby management, greet customers, and proactively take 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 policy and procedures.
Remain focused and organized to successfully complete responsibilities.
Actively participate in branch meetings and training to enhance knowledge and development of skills.
Perform 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 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 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. The salary range is USD $18.25 per hour to USD $24.71 per hour, with additional benefits including 11 paid holidays, paid vacation, medical, vision & dental insurance, 401(k) with generous match, pension, tuition reimbursement, banking discounts, and more.
Physical Requirements: The employee may be required to stand, walk, or sit; use hands and fingers; handle or feel; reach with hands or arms; speak and hear; and occasionally lift or move up to 25 pounds. Specific vision requirements include close vision and the ability to focus.
Equal Opportunity Employer 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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Overview CFSI is dedicated to providing friendly, personalized 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. In addition to retail banking, we offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. CFSI values its employees and offers competitive compensation, great benefits, and professional development opportunities.
Responsibilities
Routinely provide quality customer service and a positive banking experience by handling financial transactions (e.g., opening of accounts, cashing checks, etc.) with professionalism.
Determine customer needs, explain, and sell products and services.
Actively participate in lobby management, greet customers, and proactively take 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 policy and procedures.
Remain focused and organized to successfully complete responsibilities.
Actively participate in branch meetings and training to enhance knowledge and development of skills.
Perform 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 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 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. The salary range is USD $18.25 per hour to USD $24.71 per hour, with additional benefits including 11 paid holidays, paid vacation, medical, vision & dental insurance, 401(k) with generous match, pension, tuition reimbursement, banking discounts, and more.
Physical Requirements: The employee may be required to stand, walk, or sit; use hands and fingers; handle or feel; reach with hands or arms; speak and hear; and occasionally lift or move up to 25 pounds. Specific vision requirements include close vision and the ability to focus.
Equal Opportunity Employer 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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