Relationship Banking Representative

Community Financial System, Inc.•Olean, NY

About The Position

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 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

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)
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older.

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 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