Community Financial System, Inc. logo
Relationship Banking Representative Rotating
full-timeCity of Oneonta$0k - $0k

Summary

Location

City of Oneonta

Salary

$0k - $0k

Type

full-time

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About this role

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 Rotating 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 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 focusedMust 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: 35 hours/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.


Minimum

USD $18.25/Hr.
Maximum

USD $24.71/Hr.

Other facts

Tech stack
Customer Service,Communication Skills,Math Skills,Attention to Detail,Teamwork,Sales Skills,Problem Solving,Time Management

About Community Financial System, Inc.

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.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Relationship Banking Representative is responsible for delivering a positive customer experience by handling financial transactions and determining customer needs. They will also participate in lobby management and assist customers with various banking requests.

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Frequently Asked Questions

What does Community Financial System, Inc. pay for a Relationship Banking Representative Rotating?

Community Financial System, Inc. offers a competitive compensation package for the Relationship Banking Representative Rotating role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Relationship Banking Representative Rotating do at Community Financial System, Inc.?

As a Relationship Banking Representative Rotating at Community Financial System, Inc., you will: the Relationship Banking Representative is responsible for delivering a positive customer experience by handling financial transactions and determining customer needs. They will also participate in lobby management and assist customers with various banking requests..

Why join Community Financial System, Inc. as a Relationship Banking Representative Rotating?

Community Financial System, Inc. is a leading Financial Services company. The Relationship Banking Representative Rotating role offers competitive compensation.

Is the Relationship Banking Representative Rotating position at Community Financial System, Inc. remote?

The Relationship Banking Representative Rotating position at Community Financial System, Inc. is based in City of Oneonta, New York, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Relationship Banking Representative Rotating position at Community Financial System, Inc.?

You can apply for the Relationship Banking Representative Rotating position at Community Financial System, Inc. directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Community Financial System, Inc. on their website.