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Community Bank, N.A. · 6 hours ago

Relationship Banking Representative

Webster, NY

Full-time

Onsite

Entry Level

$18.25/hr - $24.71/hr

2+ years exp

Community Bank, N.A. is dedicated to providing high-quality financial services and products. The Relationship Banking Representative is responsible for delivering a positive customer experience, handling financial transactions, and actively participating in branch sales initiatives.

BankingFinancial ServicesPersonal FinanceWealth Management

Responsibilities

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

Qualification

Customer serviceBanking experienceMath skillsHumilityExcellenceInterpersonal skillsCommunication skillsAttention to detailClear thinkingTeamworkIntegrity