Jobs · Finance · New York

Teller

Community Financial System, Inc. · Hudson, NY · 2 wk ago
FinanceFull-time

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. We’re committed to our employees through 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.
    • 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.
    • Engage customers in need-based conversations to understand how the bank can service their transactional needs.
    • Identify opportunities to direct customers to appropriate team members for additional services or solutions.
    • Educate customers on digital banking tools and self-service options to enhance convenience and confidence.
    • Assist with routine inquiries and concerns, escalating more complex issues as appropriate.
    • Support lobby management by helping guide customers to the right team member or service area.
    • 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.
    • Partner with branch team members to connect customers with specialists for more complex financial needs.
    • 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.
    • Support branch operations by assisting with customer flow, lobby engagement, and routine operational tasks as needed.
    • Contribute to a positive, inclusive, and respectful work environment.
    • Take ownership of personal development and adapt positively to 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.
  • Operational Excellence, Risk & Compliance:
    • Perform all teller transactions with precision and balance cash drawer within established limits.
    • Adhere to all security, compliance, and operational policies and procedures.

Requirements

  • High school diploma or equivalent required; associate or bachelor’s degree preferred.
  • Minimum of 6 months of cash handling or customer service experience in a retail, banking, or financial services environment.
  • Strong communication, interpersonal, and active listening skills.
  • Basic math and computer skills, with the ability to learn new systems and processes.
  • Ability to work in a fast-paced environment while maintaining accuracy and attention to detail.
  • Commitment to delivering exceptional customer service and building positive customer relationships.
  • Demonstrated ability to work effectively as part of a team and collaborate with colleagues.
  • Flexibility to work branch hours, including weekends and occasional evenings as needed.
  • Must be able to travel to training locations as required for professional development.

Benefits

  • Competitive compensation.
  • Comprehensive benefits package.
  • Professional development and advancement opportunities.

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