Talent.com
Relationship Banking Representative

Relationship Banking Representative

Community Financial System, Inc.Albany, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

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 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.
  • Create a job alert for this search

    Banking Relationship • Albany, NY, US

    Related jobs
    • Promoted
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit UnionChatham, NY, United States
    Full-time
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...Show moreLast updated: 16 days ago
    • Promoted
    Lead Teller

    Lead Teller

    KeyCorpClifton Park, NY, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.As a Lead Teller, you act as a resource in identifying and resolving client servicing issu...Show moreLast updated: 1 day ago
    • Promoted
    Float Teller

    Float Teller

    USA JobsTroy, NY, US
    Full-time
    As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions.Processes a variety...Show moreLast updated: 1 day ago
    • Promoted
    Local Commercial Sales Representative

    Local Commercial Sales Representative

    Wind River Environmental LLCWilliamstown, MA, United States
    Full-time
    Join Our Team as a Local Commercial Sales Representative!.Are you a driven sales professional with a knack for building strong customer relationships? Were looking for a. Local Commercial Sales Repr...Show moreLast updated: 30+ days ago
    • Promoted
    Float Teller

    Float Teller

    M&T BankTroy, NY, US
    Full-time
    As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions.Processes a variety...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border ProtectionPalenville, New York, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: less than 1 hour ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionRound Top, NY, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Region Relationship Advisor

    Region Relationship Advisor

    Hudson Valley Credit UnionMalta, NY, United States
    Full-time
    Hudson Valley Credit Union is recruiting for the position of Regional Relationship Advisor.Primary Function : Provide highest level member service through efficient, accurate transaction processing ...Show moreLast updated: 29 days ago
    • Promoted
    • New!
    Field Sales Representative

    Field Sales Representative

    AT&TAlbany, US
    Full-time
    Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home.Field Sales Representatives at AT&T are driven to connect – every interaction...Show moreLast updated: 10 hours ago
    • Promoted
    • New!
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border ProtectionPalenville, New York, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Personal Banker

    Personal Banker

    KeyCorpDelmar, NY, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...Show moreLast updated: 21 hours ago
    • Promoted
    Account Executive- Hybrid

    Account Executive- Hybrid

    iPromoGreenwich, NY, US
    Full-time
    Account Executive – Be a Growth Partner in Promotional Products.Hybrid – 3 days in office (location to be announced, likely West Village / Greenwich area). Do you wake up excited to ....Show moreLast updated: 16 days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    Ballston Spa National BankStillwater, NY, US
    Full-time
    Base salary plus incentive plan based on goal achievement.Show moreLast updated: 5 days ago
    • Promoted
    Commercial Banking Relationship Manager

    Commercial Banking Relationship Manager

    NBT BankPittsfield, MA, US
    Full-time +1
    Responsible for full range of new business development activities.Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering releva...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside PaymentsBallston Spa, New York, US
    Remote
    Full-time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...Show moreLast updated: 30+ days ago
    • Promoted
    Account Executive

    Account Executive

    XplorBennington, VT, US
    Full-time
    At Xplor, we believe that helping people make the most of each day is the most rewarding way to spend ours.We give small and medium-sized businesses cloud-based, intuitive technology solutions that...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayBennington, VT, United States
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show moreLast updated: 30+ days ago
    • Promoted
    Teller

    Teller

    KeyCorpCastleton On Hudson, NY, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a Teller, you provide excellent client service in-person by welcoming both new and exist...Show moreLast updated: 18 days ago