Relationship Banking Representative

Community Financial System, Inc. • Village of Dansville, NY

13h • Onsite

About The Position

The Relationship Banking Representative serves as a frontline ambassador of the bank, delivering a consistent, customer-centric banking experience across teller and desk responsibilities. The role combines accurate transaction processing with consultative conversations to understand customer needs, explain products and digital banking tools, provide guidance, and make referrals. The representative supports customer financial well-being while following bank policies, procedures, security standards, and regulatory requirements.

This position supports branch operations and customer experience goals through relationship-building, customer service, business development, operational accuracy, and compliance. It may require flexible hours, travel to nearby branches, and attendance at training, meetings, and professional development events. Initial training lasts 5–7 days and may involve overnight travel; applicable travel expenses are covered or reimbursed.

The role is 30 hours per week. Compensation is commensurate with experience, with potential for an annual merit increase. The stated pay range is $18.25–$24.71 per hour.

Requirements

• High school diploma or GED.
• Two years of customer service and/or banking experience normally required.
• Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity.
• Must be 18 years of age or older.
• Excellent interpersonal, listening, and communication skills, including the ability to engage customers in meaningful financial conversations.
• Strong attention to detail and accurate, proficient math skills.
• Clear thinking and sound judgment in a fast-paced, customer-focused environment.
• Strong documentation and organizational skills, including the ability to manage multiple priorities.
• Proficiency with digital tools and Microsoft Office, and comfort navigating banking systems and digital banking platforms.
• Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions.
• Ability to consistently demonstrate the company’s core values of Integrity, Humility, Teamwork, and Excellence.
• Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance.
• Reliable transportation.
• Ability to work flexible hours based on branch needs.
• Ability and willingness to travel to nearby branches and to training sessions, meetings, professional development programs, and other company-sponsored events as needed.

Nice To Haves

• Internal product knowledge, teller, and platform training preferred.

Responsibilities

• Deliver a welcoming, professional, personalized customer experience and guide customers through their in-branch journey.
• Listen to customers, ask questions, and understand their financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately; open and close accounts, initiate wire transfers, and support service requests.
• Explain banking products, services, features, benefits, and digital tools to customers.
• Assist with service issues such as balance discrepancies and debit card fraud, coordinating with internal partners to resolve them.
• Guide customers on digital banking tools, self-service options, and best practices.
• Manage customer flow and wait times by coordinating or facilitating appointments.
• Identify customer needs and recommend appropriate banking solutions without pressure-based selling.
• Conduct customer follow-ups and outreach calls, and set appointments to strengthen relationships.
• Participate in branch prospecting, campaigns, and community engagement activities.
• Refer customers to branch specialists for complex financial needs and contribute to branch goals through needs-based conversations.
• Collaborate with team members and model quality service and respectful workplace behavior.
• Take ownership of performance, development, and continuous improvement; adapt to changes, tools, processes, and initiatives.
• Participate in branch meetings, training, and professional development, including travel to training locations as required.
• Assist with training or mentoring new team members as needed.
• Perform teller and platform transactions accurately and balance cash drawers according to policies and procedures.
• Apply customer authentication, due diligence, and regulatory requirements to transactions and account activities.
• Protect the confidentiality and security of customer and bank information.
• Follow dual-control, opening and closing, and security procedures.
• Participate in audits, internal reviews, and regulatory requests as required.
• Maintain knowledge of and comply with applicable laws, regulations, policies, procedures, internal controls, and training requirements.
• Provide support to other branches as needed, including travel to nearby branches to ensure staffing and service levels.
• Perform other related duties as assigned to support branch and bank objectives.

Benefits

• 11 paid holidays
• Paid vacation
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) with generous match
• Pension
• Tuition reimbursement
• Banking discounts
• Applicable initial-training travel expenses, such as mileage and lodging, covered or reimbursed

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED