Relationship Banking Representative Rotating

Community Financial System, Inc. • Delmar, NY • 2h 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 ARotating Relationship Banking Representative will work in various branch offices in a defined geographical area and 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. Two (2) years of customer service and

Similar Jobs

Relationship Banking Representative

Community Financial System, Inc. • Schenectady, NY • 2h ago

Finance, Accounting & Banking

2h ago

Go to Apply

Sr Analyst, Finance

Evolent • Albany, NY • 4h ago

Finance, Accounting & Banking

Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to conn...

4h ago

Go to Apply

Manager/F&A Digital Estate Finance

KPMG LLP • Albany, NY • 4h ago

Finance, Accounting & Banking

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our cli...

4h ago

Go to Apply

Associate Director, Strategic Finance & Operations

KPMG LLP • Albany, NY • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Accounting Specialist

Robert Half • Menands, NY • 4h ago

Finance, Accounting & Banking

Description Accounting Specialist (Temp to hire) Location: Onsite Schedule: Full-Time, Monday-Friday Our client is seeking a detail-oriented accounting specialist to join their finance team. This position will work close...

4h ago

Go to Apply

Junior Energy Accountant

New York State Civil Service • Albany, NY • 4h ago

Finance, Accounting & Banking

NY HELP No Agency SUNY System Administration Title Junior Energy Accountant Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C - Managerial/Confidential (Unrepresented) Salary Range From...

4h ago

Go to Apply

Manager, Tax Accountant

KPMG LLP • Albany, NY • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Accounts Payable Specialist

Aston Carter • Schenectady, NY • 4h ago

Finance, Accounting & Banking

Accounts Payable Clerk - Schenectady, NY (Onsite) Location: Schenectady, NY Work Type: 100% Onsite Schedule: Monday-Friday, 8:30 AM - 5:00 PM (40 hours/week) Pay Rate: $20-$23/hour About the Opportunity We are seeking a...

4h ago

Go to Apply

Banking Associate (Central Ave.)

TD Bank • Albany, NY • 1d ago

Finance, Accounting & Banking

Work Location: Albany, New York, United States of America Hours: 40 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...

1d ago

Go to Apply

Accounting Coordinator II - REMOTE

Ryder System • Albany, NY • 1d ago

Finance, Accounting & Banking

Job Seekers can review the Job Applicant Privacy Policy by clicking here ( http://ryder.com/job-applicant-privacy-policy ) . Job Description : **Accounting Coordinator II - Supplier Set up/Management Summary** The Accoun...

1d ago

Go to Apply

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