Relationship Banking Representative Rotating
Community Bank, N.A. · Easton, PA · 1 mo ago
Finance$18.25/hrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: equal-opportunity, EEO, scam-warning, navigation, legal, duplicated lines, application instructions. Also remove "Overview" maybe? The overview is a paragraph about company; we can keep as prose under maybe "About the role"? Actually "Overview" is a section heading but not in allowed list; we could treat it as part of "About the role". The allowed headings are those specific. We need to decide which sections to include.
We have content:
- Overview paragraph about CFSI, mission, etc. Could be placed under "About the role" (makes sense). Or maybe we can have a for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have those headings only. We need to include sections only when posting has real specific content.
Let's map:
About the role: Could include overview description of role? The posting includes "Overview" about company, not role. But we have description of role in Responsibilities etc. Maybe we can put a brief summary under About the role: The Relationship Banking Representative serves as a frontline ambassador... That's actually in Responsibilities section. But we could still have About the role with a paragraph summarizing role: The Relationship Banking Representative serves as a frontline ambassador... etc. However that content is already under Responsibilities. But we can still include it; we must not duplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but better to avoid duplication. We could put the overview under About the role, and then Responsibilities section list duties. But the overview about role is similar to first paragraph of Responsibilities. Might be okay to keep both? Might be considered duplication but not prohibited. However better to follow typical pattern: About the role: a brief description (maybe from the overview). Responsibilities: bullet list. Requirements: maybe education/training etc. Qualifications: maybe education, training, requirements? Actually they have "Qualifications" section with Education, Training and Requirements, Skills, Experience, Other, etc. So we need to split into Requirements, Qualifications, Skills as per allowed headings.
Let's parse:
- Qualifications section includes: 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 of interpersonal, listening, communication skills, attention to detail, math skills, clear thinking, documentation, organizational skills, proficiency in digital tools and Microsoft Office, ability to build trust, demonstrate empathy, remain professional, must demonstrate core values.
- 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; This position is designated as a rotating role and requires regular travel to multiple branch locations within the region. Reliable transportation is required, and mileage is reimbursed according to company policy. Flexibility in scheduling and adaptability to different branch environments is essential, including coverage on short notice. Ability and willingness to travel to training session, meetings, professional development programs, and company-sponsored events, as required.
- Other Job Information: Hours: 37.5 hours/week; 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!
- Physical Requirements: description.
- Pay: Minimum USD $18.25/Hr. Maximum USD $24.71/Hr.
- Benefits: list of benefits (11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!). Also mileage reimbursement etc.
- Schedule: Hours: 37.5 hours/week; flexible hours, rotating role, travel, etc.
We need to avoid boilerplate: equal opportunity, EEO, scam warning, etc. Also remove "Physical Requirements" maybe? Not in allowed headings; but we could incorporate into maybe "Requirements"? However physical requirements is not exactly a requirement but could be under "Requirements". The allowed headings include Requirements. We could put physical requirements under Requirements. But we must not invent sections; we can include Requirements if we have content. We have education/training requirements, physical requirements, etc. So we can combine.
We must not include headings with filler like "commensurate with experience" etc. For Pay and Benefits and Schedule we have actual numbers/ranges, so we can include those sections.
We must not include "Overview" as heading; we can maybe put a brief paragraph before any headings? The instruction says use
before any heading? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have those headings only. We need to include sections only when posting has real specific content.
Let's map:
About the role: Could include overview description of role? The posting includes "Overview" about company, not role. But we have description of role in Responsibilities etc. Maybe we can put a brief summary under About the role: The Relationship Banking Representative serves as a frontline ambassador... That's actually in Responsibilities section. But we could still have About the role with a paragraph summarizing role: The Relationship Banking Representative serves as a frontline ambassador... etc. However that content is already under Responsibilities. But we can still include it; we must not duplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but better to avoid duplication. We could put the overview under About the role, and then Responsibilities section list duties. But the overview about role is similar to first paragraph of Responsibilities. Might be okay to keep both? Might be considered duplication but not prohibited. However better to follow typical pattern: About the role: a brief description (maybe from the overview). Responsibilities: bullet list. Requirements: maybe education/training etc. Qualifications: maybe education, training, requirements? Actually they have "Qualifications" section with Education, Training and Requirements, Skills, Experience, Other, etc. So we need to split into Requirements, Qualifications, Skills as per allowed headings.
Let's parse:
- Qualifications section includes: 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 of interpersonal, listening, communication skills, attention to detail, math skills, clear thinking, documentation, organizational skills, proficiency in digital tools and Microsoft Office, ability to build trust, demonstrate empathy, remain professional, must demonstrate core values.
- 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; This position is designated as a rotating role and requires regular travel to multiple branch locations within the region. Reliable transportation is required, and mileage is reimbursed according to company policy. Flexibility in scheduling and adaptability to different branch environments is essential, including coverage on short notice. Ability and willingness to travel to training session, meetings, professional development programs, and company-sponsored events, as required.
- Other Job Information: Hours: 37.5 hours/week; 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!
- Physical Requirements: description.
- Pay: Minimum USD $18.25/Hr. Maximum USD $24.71/Hr.
- Benefits: list of benefits (11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!). Also mileage reimbursement etc.
- Schedule: Hours: 37.5 hours/week; flexible hours, rotating role, travel, etc.
We need to avoid boilerplate: equal opportunity, EEO, scam warning, etc. Also remove "Physical Requirements" maybe? Not in allowed headings; but we could incorporate into maybe "Requirements"? However physical requirements is not exactly a requirement but could be under "Requirements". The allowed headings include Requirements. We could put physical requirements under Requirements. But we must not invent sections; we can include Requirements if we have content. We have education/training requirements, physical requirements, etc. So we can combine.
We must not include headings with filler like "commensurate with experience" etc. For Pay and Benefits and Schedule we have actual numbers/ranges, so we can include those sections.
We must not include "Overview" as heading; we can maybe put a brief paragraph before any headings? The instruction says use for section headings (list). It doesn't forbid having a
before first heading. But better to start with About the role heading and include overview paragraph there. Thus structure:
About the role
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.
But that's more about company than role. Could still be okay. Alternatively we could summarize role: The Relationship Banking Representative serves as a frontline ambassador... but that is in Responsibilities. Might be duplication. I'll keep About the role as company overview. Next:Responsibilities
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 inquiries, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels.
Requirements
We need to include education/training requirements, physical requirements, maybe other requirements like reliable transportation, ability to attend training, etc. Also maybe "Other" like flexible hours? But schedule separate. Let's gather: - 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 - Ability to work flexible hours based on branch needs - This position is designated as a rotating role and requires regular travel to multiple branch locations within the region. Reliable transportation is required, and mileage is reimbursed according to company policy. Flexibility in scheduling and adaptability to different branch environments is essential, including coverage on short notice. - Ability and willingness to travel to training session, meetings, professional development programs, and company-sponsored events, as required. - Physical demands: stand, walk or sit; use hands and fingers, handle or feel, reach with hands or arms, speak and hear; occasionally lift and/or move up to 25 pounds; specific vision abilities: close vision, ability to focus. We could also include "All applicants must be 18 years of age or older" maybe under Requirements or Qualifications. It's a requirement. Thus Requirements section will have a- with those items.
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