Relationship Banking Representative Rotating
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly.
We must not repeat job title as heading. No Job ID. Remove boilerplate: equal-opportunity, EEO, scam warning, etc. Also remove duplicated lines, navigation, cookie, legal, etc. Also remove "Other Job Information" maybe not needed if we have Pay and Schedule sections.
We need to preserve all substantive information. So we need to extract:
- Overview: description of CFSI, retail division, services, commitment to employees, compensation, benefits, professional development, equal-opportunity (but we remove EEO boilerplate). However the overview includes "As an equal-opportunity workplace..." which is boilerplate; we should remove that line. Also "To ensure our people can enjoy long and successful careers..." is substantive about benefits and development; keep.
- Responsibilities: includes sections: Customer Experience & Relationship Management, Sales, Advice & Business Development, Employee & Team Contributions, Operational Excellence, Risk & Compliance, Other Duties, Ancillary Duties. We need to preserve all substantive info. Use - for any list of duties/requirements/benefits. So we can create a
with each bullet being a duty. Could group under subheadings? The instruction only says use for section headings (like Responsibilities). It doesn't forbid subheadings inside? Probably we should just have a single Responsibilities then a with each duty as - . We need to preserve all details; we can break into multiple
- items summarizing each bullet but must not invent or summarize away detail. We need to keep the substance; we can paraphrase but must keep meaning. Safer to keep each bullet as a separate
- with the text as given (maybe trimmed). Ensure no duplication.
- Qualifications: 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. Also maybe "All applicants must be 18 years of age or older" is under Experience? Actually that is under Experience? It says "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". So we need to include that.
- Skills: list of skills.
- Benefits: The posting mentions "competitive compensation, great benefits, and professional development and advancement opportunities." Then later under "Other Job Information": "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 "Minimum USD $18.25/Hr. Maximum USD $24.71/Hr." So we have Pay range. Also schedule: "Hours: 37.5 hours/week". Also "Ability to work flexible hours based on branch needs... rotating role and requires regular travel to multiple branch locations within the region." So schedule info includes hours per week and flexibility/travel.
We need to create sections: About the role (maybe from Overview), Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. Must only include sections if posting has real specific content. We have all.
We must not include filler like "commensurate with experience" as Pay section? Actually we have actual pay range, so we can include Pay section with the range. Also we have "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague but we also have specific range; we can include both.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state benefits list, pay range, hours.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
Community Financial System, Inc. (CFSI) provides friendly, personalized, high-quality financial services through its retail division, Community Bank, N.A., which operates over 200 facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. Beyond retail banking, CFSI offers commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. The company is committed to employees, offering competitive compensation, great benefits, and professional development and advancement opportunities.
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, provide assistance wherever necessary to help the branches and the bank achieve their annual goals, which 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.
Qualifications
- 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.
- 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.
Skills
- Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations.
- Strong attention to detail with accurate and proficient math skills.
- Clear thinking and sound judgement in a fast‑paced, customer‑focused environment.
- Strong documentation and organizational skills with the ability to manage multiple priorities.
- Proficiency in digital tools and Microsoft Office; 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: Integrity, Humility, Teamwork, and Excellence.
Benefits
- 11 paid holidays
- Paid vacation
- Medical, Vision & Dental insurance
- 401K with generous match
- Pension
- Tuition Reimbursement
- Banking discounts
- Competitive compensation and great benefits
- Professional development and advancement opportunities
Pay
Minimum USD $18.25/Hr. Maximum USD $24.71/Hr. Compensation is commensurate with experience plus potential for annual merit increase.
Schedule
Hours: 37.5 hours/week. Ability to work flexible hours based on branch needs; this position is designated as a rotating role requiring 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 sessions, meetings, professional development programs, and company‑sponsored events as required.
Check for any boilerplate left: We removed EEO statements, "As an equal-opportunity workplace..." etc. Also removed "The Company is an Affirmative Action, Equal Opportunity Employer..." etc. Also removed "Physical Requirements" section? That is substantive but not requested as a heading; we could include it under maybe "Qualifications" or separate? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list Physical Requirements. But we must preserve ALL substantive information. So we need to include physical requirements somewhere. Could add a section maybe "Requirements" (though they said Requirements as possible heading). The list of possible headings includes "Requirements". So we can add a Requirements
for physical requirements. That seems appropriate. Let's add that before Benefits or after Qualifications.
We need to ensure we
- with each bullet being a duty. Could group under subheadings? The instruction only says use
- . We need to preserve all details; we can break into multiple
- items summarizing each bullet but must not invent or summarize away detail. We need to keep the substance; we can paraphrase but must keep meaning. Safer to keep each bullet as a separate
- with the text as given (maybe trimmed). Ensure no duplication.
- Qualifications: 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. Also maybe "All applicants must be 18 years of age or older" is under Experience? Actually that is under Experience? It says "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". So we need to include that.
- Skills: list of skills.
- Benefits: The posting mentions "competitive compensation, great benefits, and professional development and advancement opportunities." Then later under "Other Job Information": "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 "Minimum USD $18.25/Hr. Maximum USD $24.71/Hr." So we have Pay range. Also schedule: "Hours: 37.5 hours/week". Also "Ability to work flexible hours based on branch needs... rotating role and requires regular travel to multiple branch locations within the region." So schedule info includes hours per week and flexibility/travel.
We need to create sections: About the role (maybe from Overview), Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. Must only include sections if posting has real specific content. We have all.
We must not include filler like "commensurate with experience" as Pay section? Actually we have actual pay range, so we can include Pay section with the range. Also we have "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague but we also have specific range; we can include both.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state benefits list, pay range, hours.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
Community Financial System, Inc. (CFSI) provides friendly, personalized, high-quality financial services through its retail division, Community Bank, N.A., which operates over 200 facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. Beyond retail banking, CFSI offers commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. The company is committed to employees, offering competitive compensation, great benefits, and professional development and advancement opportunities.
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, provide assistance wherever necessary to help the branches and the bank achieve their annual goals, which 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.
Qualifications
- 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.
- 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.
Skills
- Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations.
- Strong attention to detail with accurate and proficient math skills.
- Clear thinking and sound judgement in a fast‑paced, customer‑focused environment.
- Strong documentation and organizational skills with the ability to manage multiple priorities.
- Proficiency in digital tools and Microsoft Office; 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: Integrity, Humility, Teamwork, and Excellence.
Benefits
- 11 paid holidays
- Paid vacation
- Medical, Vision & Dental insurance
- 401K with generous match
- Pension
- Tuition Reimbursement
- Banking discounts
- Competitive compensation and great benefits
- Professional development and advancement opportunities
Pay
Minimum USD $18.25/Hr. Maximum USD $24.71/Hr. Compensation is commensurate with experience plus potential for annual merit increase.
Schedule
Hours: 37.5 hours/week. Ability to work flexible hours based on branch needs; this position is designated as a rotating role requiring 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 sessions, meetings, professional development programs, and company‑sponsored events as required.
Check for any boilerplate left: We removed EEO statements, "As an equal-opportunity workplace..." etc. Also removed "The Company is an Affirmative Action, Equal Opportunity Employer..." etc. Also removed "Physical Requirements" section? That is substantive but not requested as a heading; we could include it under maybe "Qualifications" or separate? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list Physical Requirements. But we must preserve ALL substantive information. So we need to include physical requirements somewhere. Could add a section maybe "Requirements" (though they said Requirements as possible heading). The list of possible headings includes "Requirements". So we can add aRequirements
for physical requirements. That seems appropriate. Let's add that before Benefits or after Qualifications. We need to ensure we
for section headings (like Responsibilities). It doesn't forbid subheadings inside? Probably we should just have a single Responsibilities then a with each duty as
- with each duty as