Relationship Banking Representative
Community Bank, N.A. · Williston, VT · 3 wk ago
$18.25/hrFull-time
We need to output HTML fragment with sections: About the role? The posting has Overview (intro) maybe as About the role. Responsibilities (multiple subsections). Qualifications (Education, Training and Requirements, Skills, Experience, Other). Benefits? There's compensation and benefits: "Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!" Also there is Minimum USD $18.25/Hr. Maximum USD $24.71/Hr. So we have pay info. Should we create Pay section? The rule: include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Here we have pay range (min/max) and description of benefits. So we can create Pay section with the range and maybe mention commensurate? But "commensurate with experience" is vague but we also have specific min/max. So we can include Pay section with the range and mention benefits? Benefits section could list benefits. However we need to avoid duplication: we could combine Pay and Benefits into one section? The rule says prefer a few substantive sections over many thin ones. Could have sections: About the role (Overview), Responsibilities, Qualifications (including Education, Skills, Experience, Other), Pay and Benefits (combined). Also Schedule? There's Hours: 37.5 hours per week. That's schedule info. So we could include Schedule section with that. Or we could include Hours in Pay/Benefits? Better separate Schedule.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO etc. Also remove Physical Requirements, Work Environment, etc? Those are substantive? They are details about physical demands and work environment. Should we include? The rule: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep Physical Requirements and Work Environment as sections? But we need headings: maybe "Physical Requirements" and "Work Environment". However the instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not limited to those. It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not limited to those. It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those headings; but we could also use other headings if needed? It says use for section headings (e.g. ...). Likely they expect those standard headings. But we can also include other headings if needed? Safer to stick to those given headings. However we have content like Physical Requirements and Work Environment; we could fold them into Qualifications or maybe into a "Requirements" section? The examples include Requirements as a heading. Could place physical requirements under Requirements. Work environment maybe also under Requirements or Qualifications. But we need to preserve all info; we can include them as
for section headings (e.g. ...). Likely they expect those standard headings. But we can also include other headings if needed? Safer to stick to those given headings. However we have content like Physical Requirements and Work Environment; we could fold them into Qualifications or maybe into a "Requirements" section? The examples include Requirements as a heading. Could place physical requirements under Requirements. Work environment maybe also under Requirements or Qualifications. But we need to preserve all info; we can include them as
under Requirements. We also have "Other Duties", "Ancillary Duties". Could fold into Responsibilities. We have "Other Job Information Hours: 37.5 hours per week Compensation: ..." So we can make Schedule section with hours, Pay section with range, Benefits section with list. We must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state them, so okay. We need to avoid filler like "commensurate with experience" as heading content? Actually we can include that text inside Pay section as description, but not as heading alone. It's okay. We must not include boilerplate like EEO etc. Remove those paragraphs. Now construct HTML:
About the role
Overview text...
Then Responsibilities: we have a big block with subheadings: Customer Experience & Relationship Management, Sales, Advice & Business Development, Employee & Team Contributions, Operational Excellence, Risk & Compliance, Other Duties, Ancillary Duties. We can keep as- each responsibility? But there are paragraphs. Could make each bullet as
- with the paragraph text. However we need to preserve all detail; we can break into list items for each bullet point. But the original has paragraphs with multiple sentences. Could keep as
under Responsibilities heading, but rule says use
- for any list of duties/requirements/benefits. The responsibilities are a list of duties, so we should use
- . We'll need to split into logical items.
Let's extract duties:
From Customer Experience & Relationship Management:
- Deliver a welcoming, professional, and personalized customer experience during every interaction.
- Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
- Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
- Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset.
- Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
- Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs.
- Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
- Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
- Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.
Sales, Advice & Business Development:
- Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
- Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
- Participate in branch prospecting efforts, campaigns, and community engagement activities.
- Collaborate with branch partners to refer customers to specialists for more complex financial needs.
- Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors.
Employee & Team Contributions:
- Act as a brand ambassador by modeling quality service in every customer interaction.
- Collaborate effectively with team members to support branch operations and customer experience goals.
- Contribute to a positive, inclusive, and respectful work environment.
- Take ownership of personal performance, development, and continuous improvement.
- Adapt positively to change and actively support new tools, processes, and initiatives.
- Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills.
- May assist with training or mentoring new team members, as needed.
Operational Excellence, Risk & Compliance:
- Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures.
- Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities.
- Maintain the confidentiality and security of customer and bank information at all times.
- Follow dual control, open/close procedures, and security protocols consistently.
- Participate in audits, internal reviews, and regulatory requests, as required.
- 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.
Other Duties:
- Provide support to other branches as needed to ensure proper staffing and service levels.
- Perform other related duties as assigned or directed to support branch and bank objectives.
Ancillary Duties:
- As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include supporting transactions, customer inquires, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels.
We'll combine Other Duties and Ancillary Duties maybe as separate items.
Now Qualifications: we have Education, Training and Requirements: High School Diploma or GED required; Internal product knowledge, teller, and platform training preferred; Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging; Reliable transportation.
Skills: list.
Experience: Two (2) years of customer service and/or banking normally required; Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity; All applicants must be 18 years of age or older.
Other: Ability to work flexible hours based on branch needs; Travel to nearby branches may be required to support staffing and business needs; Ability and willingness to travel to training sessions, meetings, professional development programs, and other company-sponsored events, as needed.
We could combine Education, Skills, Experience, Other into Qualifications section with sublists? But rule: use
- for any list of duties/requirements/benefits. So we can make a
- for qualifications items.
We could also separate into subheadings like Education, Skills, Experience but those would be headings; but we only have allowed headings list includes Skills, Requirements, Qualifications. Could use
Skills
etc. But the instruction says usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple sections: About the role, Responsibilities, Qualifications, Skills, Experience, Pay, Benefits, Schedule, etc. But they said prefer a few substantive sections over many thin ones. So maybe combine Qualifications, Skills, Experience into one Qualifications section. But we also have Requirements heading example; we could use Requirements for physical requirements and work environment. However we might not need separate. Let's decide: Sections: - About the role (Overview) - Responsibilities (list) - Qualifications (Education, Training, Skills, Experience, Other) - Pay (range) - Benefits (list) - Schedule (hours) We'll omit Requirements as separate. Now we need to ensure we don't include filler like "commensurate with experience" as heading; we will include it in Pay section description. Now construct HTML. We'll need to escape any special characters? Not needed. Let's write. First, About the role: copy Overview paragraph(s). The Overview includes multiple paragraphs. We'll combine into one
maybe with line breaks? We'll keep as
with the text. Overview text: "At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." We need to remove EEO boilerplate? The last sentence is about equal-opportunity workplace; that's part of Overview but maybe considered boilerplate? It's not explicitly listed as boilerplate to remove, but it's about equal opportunity. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should remove that sentence. So we will omit the last sentence about equal-opportunity workplace. Keep rest. Thus About the role paragraph up to "professional
- for any list of duties/requirements/benefits. So we can make a
- . We'll need to split into logical items.
Let's extract duties:
From Customer Experience & Relationship Management:
- Deliver a welcoming, professional, and personalized customer experience during every interaction.
- Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
- Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
- Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset.
- Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
- Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs.
- Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
- Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
- Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.
Sales, Advice & Business Development:
- Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
- Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
- Participate in branch prospecting efforts, campaigns, and community engagement activities.
- Collaborate with branch partners to refer customers to specialists for more complex financial needs.
- Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors.
Employee & Team Contributions:
- Act as a brand ambassador by modeling quality service in every customer interaction.
- Collaborate effectively with team members to support branch operations and customer experience goals.
- Contribute to a positive, inclusive, and respectful work environment.
- Take ownership of personal performance, development, and continuous improvement.
- Adapt positively to change and actively support new tools, processes, and initiatives.
- Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills.
- May assist with training or mentoring new team members, as needed.
Operational Excellence, Risk & Compliance:
- Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures.
- Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities.
- Maintain the confidentiality and security of customer and bank information at all times.
- Follow dual control, open/close procedures, and security protocols consistently.
- Participate in audits, internal reviews, and regulatory requests, as required.
- 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.
Other Duties:
- Provide support to other branches as needed to ensure proper staffing and service levels.
- Perform other related duties as assigned or directed to support branch and bank objectives.
Ancillary Duties:
- As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include supporting transactions, customer inquires, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels.
We'll combine Other Duties and Ancillary Duties maybe as separate items.
Now Qualifications: we have Education, Training and Requirements: High School Diploma or GED required; Internal product knowledge, teller, and platform training preferred; Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging; Reliable transportation.
Skills: list.
Experience: Two (2) years of customer service and/or banking normally required; Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity; All applicants must be 18 years of age or older.
Other: Ability to work flexible hours based on branch needs; Travel to nearby branches may be required to support staffing and business needs; Ability and willingness to travel to training sessions, meetings, professional development programs, and other company-sponsored events, as needed.
We could combine Education, Skills, Experience, Other into Qualifications section with sublists? But rule: use
- for any list of duties/requirements/benefits. The responsibilities are a list of duties, so we should use