Relationship Banking Representative

Community Financial System, Inc. • Bridgewater Township, PA

3d

About The Position

The Relationship Banking Representative serves as a frontline ambassador of Community Bank, N.A., delivering a consistent, customer-centric banking experience through a combination of teller and desk responsibilities. The role handles transactions and routine inquiries while engaging customers in consultative conversations, educating them about banking products, services, and digital tools, and providing guidance or referrals to support their financial needs.

The representative builds customer relationships, assists with account services and service issues, supports branch sales and business-development activities, and works collaboratively with branch colleagues and internal partners. The role requires adherence to bank policies, procedures, regulatory requirements, and security standards. It may involve supporting other branches and traveling to training, meetings, or professional-development events.

The position is listed at 37.5 hours per week. Compensation is $18.25–$24.71 per hour, commensurate with experience, with potential for an annual merit increase. The work environment typically has moderate noise and air quality and no or very limited exposure to physical risk. Physical activities may include standing, walking, sitting, using hands, reaching, and speaking and hearing; occasional lifting or moving of up to 25 pounds may be required.

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 at least 18 years of age.
• 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 an initial five- to seven-day 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, training sessions, meetings, professional-development programs, and other company-sponsored events as needed.

Nice To Haves

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

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience and guide customers through their in-branch journey.
• Build customer trust by listening, asking questions, and understanding financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately; open and close accounts, initiate wire transfers, and support service requests.
• Educate customers about banking products, services, account features, benefits, and digital tools.
• Assist with balance discrepancies, debit card fraud, and other service needs, coordinating with internal partners to resolve issues.
• Guide customers on digital banking tools, self-service options, and best practices.
• Manage customer flow and wait times by scheduling, 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 specialists for complex financial needs and contribute to branch goals through needs-based conversations.
• Collaborate with branch colleagues to support operations and customer-experience goals; contribute to a positive, inclusive, and respectful workplace.
• Take ownership of performance, development, and continuous improvement; adapt to changes and support new tools, processes, and initiatives.
• Participate in branch meetings, training, and professional-development opportunities, including travel to training locations as required.
• Assist with training or mentoring new team members when needed.
• Perform teller and platform transactions accurately and balance cash drawers according to established policies and procedures.
• Apply customer authentication, due diligence, and regulatory requirements to transactions and account activities.
• Protect customer and bank information; follow dual-control, opening and closing, and security procedures.
• Participate in audits, internal reviews, and regulatory requests as required, and maintain compliance with applicable laws, regulations, policies, procedures, internal controls, and training requirements.
• Support other branches as needed, including traveling to nearby branches to help maintain 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 company match
• Pension
• Tuition reimbursement
• Banking discounts
• Applicable travel expenses for initial training, such as mileage and lodging, are covered or reimbursed

What This Job Offers

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