Relationship Banking Representative

Community Financial System, Inc. • Lakewood, NY • 2d ago

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 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. Other Job Information Hours: 30 hours per weekCompensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salar

Similar Jobs

Relationship Banking Representative

Community Financial System, Inc. • Jamestown, NY • 6d ago

Finance, Accounting & Banking

6d ago

Go to Apply

Financial Controller

ELLISON BRONZE, INC. • Falconer, NY • 4w ago

Finance, Accounting & Banking

Chautauqua County, NY (Jamestown Area) Full Time/Office Position (40 hours/week) Chief Financial Officer (CFO) Jamestown, NY area manufacturer seeking self-motivated candidate who is organized, detail-oriented, and has s...

4w ago

Go to Apply

Registered Nurse (RN)

Heritage Ministries • Jamestown, NY • 1d ago

Hospital & Medical

Job Description Don't just take a JOB, start a CAREER with Heritage Ministries and change lives forever. Caring is our calling and the team at Heritage Ministries goes above and beyond this to ensure that the Heritage ex...

1d ago

Go to Apply

Customer Service Manager

Wegmans • Jamestown, NY • 2d ago

Management & Administrative

Schedule: Full time Availability: Morning, Afternoon, Evening (Includes Weekends). Shifts end as late as 12:30am Age Requirement: Must be 18 years or older Location: Jamestown, NY Address: 945 Fairmount Ave. WE Pay: $21...

2d ago

Go to Apply

Service & Warehouse Coordinator

Cleaning Technologies Group • Jamestown, NY • 2d ago

Management & Administrative

Job Title: Service & Warehouse Coordinator Department: Technical Service Reports To: Technical Service Manager Exemption Classification: Hourly, non-exempt Salary: $29.00/hour Summary: Supporting field technicians, d...

2d ago

Go to Apply

Wireless Retail Sales Associate -W1973

OSL Retail Services • Lakewood, NY • 3d ago

Retail & Hospitality

Overview Ready to unlock unlimited earning potential? You will have unlimited earning potential with $16/hour base pay and uncapped commission! Employees earn $19/hour just hitting minimum expectations and top performers...

3d ago

Go to Apply

Customer Service Associate - Temporary

Walgreens • Jamestown, NY • 5d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

5d ago

Go to Apply

Warehouse/Driver

R.E. Michel Company, Inc • Jamestown, NY • 1w ago

Manufacturing & Warehouse

Job Title: Warehouse/Driver Full Time/Non-Exempt Location: Jamestown, NY Reports To: Branch Manager Attention Applicants: We are requesting that you submit your application with a resume attached OR complete question #5...

1w ago

Go to Apply

Registered Nurse

DaVita • Jamestown, NY • 1w ago

Hospital & Medical

Posting Date06/27/2025207 Foote Ave,Jamestown,New York,14701,United States of AmericaDaVita is seeking a Nurse who is looking to give life in an outpatient dialysis center. You can make an exceptional difference in the l...

1w ago

Go to Apply

Commercial Sales Manager

AutoZone, Inc. • Jamestown, NY • 1w ago

Management & Administrative

The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM develops and maintains positive relationships with commercial customers by managing the acquisition and...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.