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Full-time
high school
11 Paid holidays, Paid vacation, Medical insurance, Vision insurance, Dental insurance, 401K with generous match
Posted 66d ago
Apply by Jul 7
~38 hrs/week
Responsibilities
The role serves as a frontline ambassador managing both teller transactions and consultative desk responsibilities to deepen customer relationships. Key duties include opening accounts, educating customers on digital tools, and referring clients to financial specialists.
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 a valid driver's license and the ability to work flexible hours.
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
The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience. This hybrid position flexes across teller and desk responsibilities, combining accurate transaction execution with consultative conversations that build trust and deepen relationships.
The Relationship Banking Representative actively listens to understand customer needs, educates customers on products, services, and digital tools, and provides thoughtful guidance or referrals that support customers’ financial well-being, while adhering to all bank policies, procedures, and security standards.
Essential Responsibilities:
Customer Experience & Relationship Management:
Deliver a welcoming, professional, and personalized customer experience during every interaction. Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.
Sales, Advice & Business Development:
Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
Participate in branch prospecting efforts, campaigns, and community engagement activities.
Collaborate with branch partners to refer customers to specialists for more complex financial needs.
Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors.
Employee & Team Contributions
Act as a brand ambassador by modeling quality service in every customer interaction. Collaborate effectively with team members to support branch operations and customer experience goals.
Contribute to a positive, inclusive, and respectful work environment.
Take ownership of personal performance, development, and continuous improvement. Adapt positively to change and actively support new tools, processes, and initiatives. Actively participate in branch meetings and training to enhance knowledge and skills.
May assist with training or mentoring new team members, as needed.
Operational Excellence, Risk & Compliance:
Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures.
Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities.
Maintain the confidentiality and security of customer and bank information at all times.
Follow dual control, open/close procedures, and security protocols consistently.
Participate in audits, internal reviews, and regulatory requests, as required.
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.
Ancillary Duties:
As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. 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 Requirements:
High School Diploma or GED required
Internal product knowledge, teller, and platform training
Valid driver’s license and reliable transportation
Skills:
Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations
Strong attention to detail with accurate and proficient math skills
Clear thinking and sound judgement in a fast-paced, customer-focused environment
Strong documentation and organizational skills with the ability to manage multiple priorities
Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms
Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions
Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Experience:
Two (2) years of customer service and/or banking normally required
Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity
All applicants must be 18 years of age or older
Other:
Ability to work flexible hours based on branch needs
Travel to nearby branches may be required to support staffing and business needs
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
How many Retail jobs are open in Buffalo, NY right now?
There are currently 474 open retail positions in Buffalo, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Retail roles in Buffalo, NY?
Companies currently hiring include Starbucks, O'Reilly Auto Parts, AutoZone, Crosby's Stores (Reid Stores, Inc.), M&T Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Retail jobs in Buffalo, NY?
Yes — 7 of the 474 open retail positions offer remote or hybrid work (0 remote, 7 hybrid).
How do I apply for Retail jobs in Buffalo, NY?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.