Jobs · Finance · New York

Relationship Banking Representative Rotating

Community Financial System, Inc. · Delmar, NY · 3 wk ago
Finance$24.71/hrFull-time

Responsibilities

  • Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
  • Determine customer needs, explain and sell products and services
  • Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
  • Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
  • Participate in branch prospecting efforts and sales initiatives
  • Aid customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
  • Serve as a liaison between customer and operational areas
  • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
  • Able to understand directions and adhere to established policy and procedures
  • Able to remain focused and organized to successfully complete responsibilities
  • Actively participate in branch meetings and training to enhance knowledge and development of skills
  • Other related duties as assigned or directed

Qualifications

  • High School Diploma or GED required
  • Excellent interpersonal and communication skills
  • Accurate and proficient math skills
  • Documentation skills with attention to detail
  • Clear thinking and ability to remain focused
  • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
  • Internal product knowledge and teller training (provided after hire)

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