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., opera…
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., opera…
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., opera…
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., opera…
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., opera…
Skills: Interpersonal communication, Active listening, Attention to detail, Mathematical skills, Cash handling
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., opera…
Skills: Fraud Prevention, Transaction Monitoring, People Leadership, Risk Management, Case Management
Overview OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client. OneGroup is one of …
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., opera…
Skills: Pension Plan Administration, Retirement Industry Knowledge, Project Management, Analytical Skills, Customer Service
Guangzhou City, Guangdong Province, China · Hybrid
Senior
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., opera…
Guangzhou City, Guangdong Province, China · Hybrid
Mid level
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., opera…
Loan Operations: Quality Control Representative 1 (On-Site)
Olean, New York, United States · On-site
Entry level
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., opera…
Skills: Attention To Detail, Organizational Skills, Analytical Skills, Multi-tasking, Prioritization
Indirect Business Developer 1 (or higher with required experience)
Rochester Hills, Michigan, United States · On-site
Mid level
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., opera…
Skills: Sales, Interpersonal skills, Indirect loan products, Lending regulations, Communication
Town of Oneonta, New York, United States · On-site
Entry level
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., opera…
Skills: Basic Math, Computer Skills, Documentation, Attention To Detail, Interpersonal Communication
City of Amsterdam, New York, United States · On-site
Entry level
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., opera…
Skills: Interpersonal communication, Active listening, Mathematical skills, Attention to detail, Cash handling
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., opera…
Skills: Basic Math, Computer Skills, Documentation, Attention To Detail, Interpersonal Communication
Wilkes-Barre, Pennsylvania, United States · On-site
Senior
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., opera…
Village of Potsdam, New York, United States · On-site
Entry level
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., opera…
Skills: Basic Math, Computer Skills, Documentation, Attention To Detail, Interpersonal Communication
Village of Addison, New York, United States · On-site
Mid level
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., opera…
Village of Lyons Falls, New York, United States · On-site
Entry level
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., opera…
Skills: Basic Math, Computer Skills, Attention To Detail, Interpersonal Communication, Active Listening
Town of Bethlehem, New York, United States · On-site
Mid level
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., opera…
Skills: Interpersonal communication, Active listening, Financial consultation, Attention to detail, Mathematical skills
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Full-time
high school
11 Paid holidays, Paid vacation, Medical insurance, Vision insurance, Dental insurance, 401K with generous match
Posted 1d ago
Apply by Jun 26
~38 hrs/week
Responsibilities
The representative delivers a positive customer experience by handling financial transactions and managing the in-branch lobby. They are responsible for identifying customer needs, selling bank products, and maintaining compliance with financial laws and regulations.
Requirements
A high school diploma or GED is required along with at least two years of experience in customer service or banking. Candidates must possess strong communication, math, and documentation skills while demonstrating core values of integrity and teamwork.
Full job description
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 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
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: 37.5 hours per week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
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.
Community Financial System, Inc. is a diversified financial services company based in DeWitt, NY that is focused on four main business lines – banking, benefits administration, insurance services and wealth management with total assets over $15 billion.
Its banking subsidiary, Community Bank, N.A. is among the country’s 100 largest banking institutions and operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts.
In addition to a full range of retail, business, and municipal banking services, the Company offers comprehensive financial planning, trust administration and wealth management services through its Community Bank Wealth Management, operating unit.
The Company’s Benefit Plans Administrative Services, Inc. subsidiary is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale.
The Company’s OneGroup NY, Inc. subsidiary is a top 100 U.S. insurance agency and provides personal and commercial lines of insurance and other risk management services.
Community Bank System, Inc. is listed on the New York Stock Exchange and the Company's stock trades under the symbol CBU.
Offices: 5790 Widewaters Pkwy, DeWitt, New York 13214, US
Community Financial System, Inc. is a diversified financial services company based in DeWitt, NY that is focused on four main business lines – banking, benefits administration, insurance services and wealth management with total assets over $15 billion.
Its banking subsidiary, Community Bank, N.A. is among the country’s 100 largest banking institutions and operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts.
In addition to a full range of retail, business, and municipal banking services, the Company offers comprehensive financial planning, trust administration and wealth management services through its Community Bank Wealth Management, operating unit.
The Company’s Benefit Plans Administrative Services, Inc. subsidiary is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale.
The Company’s OneGroup NY, Inc. subsidiary is a top 100 U.S. insurance agency and provides personal and commercial lines of insurance and other risk management services.
Community Bank System, Inc. is listed on the New York Stock Exchange and the Company's stock trades under the symbol CBU.
Offices: 5790 Widewaters Pkwy, DeWitt, New York 13214, US