Teller 1
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.
Responsibilities
- Customer Experience & Service Delivery: Serve as a welcoming and professional first point of contact for customers entering the branch.
- Customer Experience & Service Delivery: Provide friendly, accurate, and efficient service while processing routine financial transactions, including deposits, withdrawals, payments, and check cashing with verification of customer identity and available funds.
- Customer Experience & Service Delivery: Engage customers in need-based conversations to understand how the bank can service their transactional needs.
- Customer Experience & Service Delivery: Identify opportunities to direct customers to appropriate team members for additional services or solutions.
- Customer Experience & Service Delivery: Educate customers on digital banking tools and self-service options to enhance convenience and confidence.
- Customer Experience & Service Delivery: Assist with routine inquiries and concerns, escalating more complex issues as appropriate.
- Customer Experience & Service Delivery: Support lobby management by helping guide customers to the right team member or service area.
- Customer Experience & Service Delivery: Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance in accordance with bank standards.
- Sales, Advice & Referrals: Engage customers in needs-based discussions to identify appropriate banking solutions without pressure-based selling.
- Sales, Advice & Referrals: Partner with branch team members to connect customers with specialists for more complex financial needs.
- Sales, Advice & Referrals: Support branch goals by consistently modeling strong service behaviors and effective customer engagement.
- Employee & Team Contributions: Collaborate effectively with team members to support branch operations and customer experience goals.
- Employee & Team Contributions: Support branch operations by assisting with customer flow, lobby engagement, and routine operational tasks as needed.
- Employee & Team Contributions: Contribute to a positive, inclusive, and respectful work environment.
- Employee & Team Contributions: Take ownership of personal development and adapt positively to new tools, processes, and initiatives.
- Employee & Team Contributions: Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills.
- Operational Excellence, Risk & Compliance: Perform all teller transactions with precision and balance cash drawer within established guidelines.
- Operational Excellence, Risk & Compliance: Always protect customer and bank information and follow all security, authentication, and dual-control procedures.
- Operational Excellence, Risk & Compliance: Remain alert to unusual or suspicious transactions or behaviors, follow fraud-prevention procedures, and escalate concerns to appropriate team members to help protect customers and the bank.
- Operational Excellence, Risk & Compliance: Adhere to branch operating standards, including opening/closing procedures, cash handling protocols, and documentation requirements.
- Operational Excellence, Risk & Compliance: Support internal audits, reviews, and regulatory requests as needed.
- Operational Excellence, Risk & Compliance: 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 levels.
- Other Duties: Perform other related duties as assigned or directed to support branch and bank objectives.
- Ancillary Duties: As an integral member of Retail Banking, provide assistance wherever necessary to help the Branches and the Bank achieve their annual goals, including traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels.
Qualifications
- Education, Training and Requirements: High School Diploma or GED required.
- Education, Training and Requirements: Ability to complete internal teller and product training.
- Education, Training and Requirements: 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.
- Education,