Community Financial System, Inc. · 1 month ago
Relationship Banking Representative
Bradford, VT, US
Full-time
Onsite
Entry Level
2+ years expCommunity Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products. The Relationship Banking Representative is responsible for delivering a positive customer experience by handling financial transactions and addressing customer needs while adhering to bank policies.
Financial ServicesFunding PlatformWealth 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
Required
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)
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older
Benefits
Competitive compensation
Great benefits
Professional development and advancement opportunities
Company
Community Financial System, Inc.
Community Financial System, Inc.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-03-07IPO
Leadership Team
Dimitar Karaivanov
President & CEO
Recent News
Seattle TechFlash
2025-09-10
2025-07-17
StreetInsider.com
2025-01-22
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