Relationship Banking Representative

Community Financial System, Inc. • Warsaw, NY • 3d 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. Two (2) years of customer service and/or banking normally required * All applicants must be 18 years of age or ol

Similar Jobs

Call In Teller 1 (or 2 with required experience)

Community Financial System, Inc. • Mount Morris, NY • 2d ago

Finance, Accounting & Banking

Overview At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates m...

2d ago

Go to Apply

Accounts Receivable Accountant

Kistner Concrete Products, Inc • Batavia, NY • 6d ago

Finance, Accounting & Banking

Kistner Concrete Products, Inc. is looking for an Accounts Receivable Accountant in our Batavia, NY office. We are a family-owned Western New York manufacturer proudly operating for over 75 years. We offer competitive pa...

6d ago

Go to Apply

Accounting Clerk

Lapp Insulators • Le Roy, NY • 1w ago

Finance, Accounting & Banking

Position Summary: Under the direction of the Assistant Controller, performs accounts receivable duties and general accounting duties, including collections, reporting, and standard journal entries. Essential Duties: Acco...

1w ago

Go to Apply

Accounting Clerk

Lapp Insulators • Le Roy, NY • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Relationship Banker

Five Star Bank • Yorkshire, NY • 1w ago

Finance, Accounting & Banking

Regular Full-Time Retail Yorkshire, NY, US Salary Range: $19.00 To $24.00 Hourly Join the Five Star Bank Team as a Relationship Banker At Five Star Bank, our people are our greatest competitive advantage. As a Relationsh...

1w ago

Go to Apply

Accounting Clerk

Robert Half • Caledonia, NY • 1w ago

Finance, Accounting & Banking

Description We are looking for an Accounting Clerk to support day-to-day financial operations in Caledonia, New York. This contract position with permanent potential is ideal for someone who is organized, detail-focused,...

1w ago

Go to Apply

Banking Operations Specialist

Five Star Bank (Warsaw) • Warsaw, NY • 2w ago

Finance, Accounting & Banking

Banking Operations Specialist - Wire & Payments Regular Full-Time Salary Range: $17.00 To $23.00 Hourly Purpose: The Wire Transfer Specialist is responsible for processing incoming and outgoing wires, complying with...

2w ago

Go to Apply

Accounts Receivable Representative

Cintas • Alden, NY • 3w ago

Finance, Accounting & Banking

Requisition Number: 226830 Job Description Cintas is seeking an Accounts Receivable Representative. Responsibilities include all accounts receivable related functions, including keeping track of assigned accounts to iden...

3w ago

Go to Apply

Substation Worker AAccredited (2)

National Grid USA Service Company, Inc. • Batavia, NY • 4w ago

Finance, Accounting & Banking

We are presently seeking a Substation Worker A-Accredited for an opening in Batavia. In addition to a starting wage of $37.81 per hour, we offer excellent benefits including medical, dental, life insurance, 401(k) plan,...

4w ago

Go to Apply

L.P.N. Staff I

Rochester Regional Health • Batavia, NY • 18h ago

Description Job Title: L.P.N. - Staff I Department: Med/Surg Location: UMMC (Batavia) Hours Per Week: 36 Schedule: Day/Evening SUMMARY: The Licensed Practical Nurse is responsible for providing direct patient care, usual...

18h ago

Go to Apply

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