Overview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Essential Responsibilities:
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitudeActively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordinglyConduct customer transactions with accuracy and prepare daily cash balancing within established guidelinesAbility to understand direction and adhere to established policies and proceduresOther related duties as assigned or directedMaintain 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 mannerMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levelsQualifications
Education, Training and Requirements:
High School Diploma or GED RequiredAll applicants must be 18 years of age or olderTravel is required to surrounding branches as neededSkills:
Basic math and computer skillsDocumentation skills with attention to detailProfessional and friendly interpersonal and communication skillsClear thinking and ability to stay focusedMust be able to consistently demonstrate the Company’s core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humilityExperience:
Prior customer service skills preferred Read LessOverview
NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 500 clients.
Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS’s expertise in trust product administration, transfer agency, and fund-of-funds solutions. GTC’s core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.
Responsibilities
Design, Develop and support SQL Server Databases for complex business processes.Work very closely with various Business groups to gather client requirements, analyze data and work directly with internal business users.Develop and Maintain Queries, Stored Procedures and functions to implement business logic.Develop complex reports using SQL Reporting Services and Active Reports.Support senior management on data analysis and reporting projects.Database performance tuning, troubleshooting, and various database administration tasks.Qualifications
Experience with SQL Server Database Development. 5 Years’ Experience Preferred.Significant knowledge of object oriented development principles, multi-tier web application design and relational database principles.Bachelors Degree Preferred.Strong analytical, problem solving skills and excellent verbal and written communication skills.Ability to make decisions, and render advice in a fast-paced environment with tight deadlines and competing priorities.Ability to work on multiple concurrent projects with flexibility to adapt to any given situation.Ability to collaborate effectively with colleagues, senior management and 3rd party service providers to further the company's strategic objectives.Experience in a financial services environment is a strong plus. Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Essential Responsibilities:
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitudeActively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordinglyConduct customer transactions with accuracy and prepare daily cash balancing within established guidelinesAbility to understand direction and adhere to established policies and proceduresOther related duties as assigned or directedMaintain 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 mannerMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levelsQualifications
Education, Training and Requirements:
High School Diploma or GED RequiredAll applicants must be 18 years of age or olderTravel is required to surrounding branches as neededSkills:
Basic math and computer skillsDocumentation skills with attention to detailProfessional and friendly interpersonal and communication skillsClear thinking and ability to stay focusedMust be able to consistently demonstrate the Company’s core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humilityExperience:
Prior customer service skills preferred Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Essential Responsibilities:
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitudeActively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordinglyConduct customer transactions with accuracy and prepare daily cash balancing within established guidelinesAbility to understand direction and adhere to established policies and proceduresOther related duties as assigned or directedMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely mannerMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levelsQualifications
Education, Training and Requirements:
High School Diploma or GED RequiredAll applicants must be 18 years of age or olderTravel is required to surrounding branches as neededSkills:
Basic math and computer skillsDocumentation skills with attention to detailProfessional and friendly interpersonal and communication skillsClear thinking and ability to stay focusedMust be able to consistently demonstrate the Company’s core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humilityExperience:
Prior customer service skills preferred Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller Rotating will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitudeActively listen for potential sales opportunities to promote specific bank products an services, and refer customers accordinglyConduct customer transactions with accuracy and prepare daily cash balancing within established guidelinesAbility to understand direction and adhere to established policies and proceduresOther related duties as assigned or directedMaintain 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 mannerQualifications
High School Diploma or GED requiredBasic math and computer skillsDocumentation skills with attention to detailProfessional and friendly interpersonal and communication skillsClear thinking and ability to stay focusedMust be able to consistently demonstrate the Company’s core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Prior customer service skills preferredAll applicants must be 18 years of age or olderTravel is required to surrounding branches as needed Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
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 servicesActively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experienceTelephone customers to schedule sales appointments and promote products suitable to the customer’s needsParticipate in branch prospecting efforts and sales initiativesAssist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.Serve as a liaison between customer and operational areasConduct customer transactions with accuracy and prepare daily cash balancing within established guidelinesAbility to understand directions and adhere to established policy and proceduresAble to remain focused and organized to successfully complete responsibilitiesActively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directedMaintain 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 mannerMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levelsQualifications
Education, Training and Skills Requirements:
High School Diploma or GED requiredExcellent interpersonal and communication skillsAccurate and proficient math skillsDocumentation skills with attention to detailClear thinking and ability to remain focusedMust be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and ExcellenceInternal product knowledge and teller training (provided after hire)Experience/Other:
Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older. Read LessOverview
OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.
OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:
Knowledge Development - Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement – Recognize others contributions, appreciate what others do and their strengths.
Transparency – An environment that encourages open communication and feedback.
Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission, and understand their challenges.
Responsibilities
The Personal Insurance Client Advisor will work in a team environment with all members of the Personal Insurance department, including but not limited to the sales team and management team, to effectively respond to our clients’ needs and requests and to properly protect their assets.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client advisors will handle a book of business by which he/she will build a relationship with each account and take ownership that the activities on the account are settled efficiently and accurately.Assist clients with policy changes, renewals and claims processing.Consistently advise clients on our “value” proposition to take the emphasis away from price exclusively and focus more on having comprehensive coverage.Conduct coverage and exposure reviews with existing clients to inform and advise on the importance of having adequate coverage at the time of a loss. This may include reaching out to clients with adverse development of their loss experience.Call out to new clients within your client assignments within 30-45 days of their new business effective date to make a personal introduction of your name and contact information. During this call, determine if there are any outstanding issues that need to be addressed and confirm the most effective form of communication with the client going forward.Review potential non-renewal issues with management.Discuss with the carrier if eligible for reinstatement or if coverage is to be rewritten.Quote and issue mid-term rewrites as the need arises and exposures change.Review renewal increases over established threshold. Contact incumbent carrier for rate relief options and discuss with insured. If marketing is our only choice, task out to the Placement Specialist team.Contact clients who have cancelled or requested cancellation of their insurance policy to determine the primary reasons for their decision to move their insurance. Establish controls to resolicit coverage and earn back business. Discuss findings with sales team and management.Communicate directly with insurance company underwriters to resolve outstanding or potential issues in an effort to protect client’s insurability.Document all interactions, including but not limited to clients and Carriers, (phone calls, e-mails, face-to-face meetings, letters, etc.) in company system so that any team member can assist client.Consistently obtain and update client’s primary contact information with the focus being placed on e-mail address and best contact phone number.Advise existing clients on preferred premium payment methods such as EFT, recurring credit card, and paid-in-full.Confirm appropriate tasks have been created in company system to properly service clients. Follow-up on pending activities/tasks until fully completed.Handle Reg. 34 issues and follow-up with DMV to confirm that any potential license/registration suspensions for our clients are resolved as soon as possible.Keep clients informed throughout the entire process.Meet established metrics/expectations for position including, but not limited to, Account Servicing activity, Referral Activity, Call Volume, Attendance, Quality Control Audits.Handle routine service matters when PL Assistants are not available including but not limited to, Carco, insured payments, ID cards, binders, payments, etc.Continually stay informed on important insurance coverage issues.Stay current with primary insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.Participate in seminars and classes for skills and knowledge development.Perform other duties as required.Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.Qualifications
Education:
High School Diploma or EquivalentCollege Degree PreferredAll applicants must be 18 years of age or older.Professional Certifications/Licenses:Property & Casualty Agents/Brokers License Maintain License through continuing education.Experience/Skills:
One to Three or more years of Insurance Experience is preferredStrong expertise and knowledge in policy coverageCustomer Service Experience requiredAbility to use menu-driven software in addition to Word and ExcelAbility to work independently as well as in a “team” environmentGood organizational skills with the ability to manage multiple tasks efficientlyAll applicants must be 18 years of age or older Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Answer incoming bank calls, forward or assist caller accordingly while adhering to customer service standards and department policy.
Provide technical support and assistance to customers and branches for all Digital Banking products and services as well as general customer assistance with basic deposit and loan questions.
Essential Duties:
Provide assistance and technical support to customers via the help desk, maintaining professionalism and exemplary customer service skills.Answer other general customer questions relative to bank products and services.Follow Digital Banking procedures to complete Regulation E claims and inquiries. Close cards and reorder when appropriate. Work with Fraud Analysts as necessary.Enter information and detail from each call in Synapsys.May be asked to complete branch requested maintenance, answer customer email inquiries, respond to customer research requests, assist with department account reconcilement, and other clerical duties.Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.Ancillary Duties:
As an integral member of the Customer Care Center, this position is also responsible to provide assistance wherever necessary to help the department and the Bank in achieving their annual goals.Qualifications
Education, Training and Requirements:
High School Diploma or equivalent required. All applicants must be 18 years of age or older.Skills:
Proficient PC Skills including typing. Ability to learn and utilize the software necessary to initiate any processes with regards to Digital banking. Excellent verbal and written communication skills.Attention to detail, excellent listening skills and the ability to remain calm and patient under pressure.Experience:
Customer service experience in a fast paced, high volume work environment required. Banking and/or call center experience preferred. Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Answer incoming bank calls, forward or assist caller accordingly while adhering to customer service standards and department policy.
Provide technical support and assistance to customers and branches for all Digital Banking products and services as well as general customer assistance with basic deposit and loan questions.
Essential Duties:
Provide assistance and technical support to customers via the help desk, maintaining professionalism and exemplary customer service skills.Answer other general customer questions relative to bank products and services.Follow Digital Banking procedures to complete Regulation E claims and inquiries. Close cards and reorder when appropriate. Work with Fraud Analysts as necessary.Enter information and detail from each call in Synapsys.May be asked to complete branch requested maintenance, answer customer email inquiries, respond to customer research requests, assist with department account reconcilement, and other clerical duties.Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.Ancillary Duties:
As an integral member of the Customer Care Center, this position is also responsible to provide assistance wherever necessary to help the department and the Bank in achieving their annual goals.Qualifications
Education, Training and Requirements:
High School Diploma or equivalent required. All applicants must be 18 years of age or older.Skills:
Proficient PC Skills including typing. Ability to learn and utilize the software necessary to initiate any processes with regards to Digital banking. Excellent verbal and written communication skills.Attention to detail, excellent listening skills and the ability to remain calm and patient under pressure.Experience:
Customer service experience in a fast paced, high volume work environment required. Banking and/or call center experience preferred. Read LessOverview
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. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Teller serves as a frontline representative of the bank and plays a key role in delivering a welcoming, accurate, and customer-focused banking experience. This position is responsible for processing financial transactions, maintaining cash accuracy, and supporting customers with everyday banking needs.
The Teller actively listens to understand customer needs, provides information on products, services, and digital tools, and makes appropriate referrals to branch partners. This role requires strong attention to detail, adherence to security and compliance standards, and a commitment to creating a positive customer experience while supporting the operational integrity of the branch.
Essential 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.Partners 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.Operational Excellence, Risk & Compliance:
Perform all teller transactions with precision and balance cash drawer within established guidelines.Always protect customer and bank information and follow all security, authentication, and dual-control procedures.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. Adhere to branch operating standards, including opening/closing procedures, cash handling protocols, and documentation requirements. Support internal audits, reviews, and regulatory requests as needed. 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.Perform other related duties as assigned or directed to support branch and bank objectives.Ancillary Duties:
As an integral member of Retail Banking, this position provides assistance wherever necessary to help the Branches and the Bank achieve annual goals. Travel to other branches may be required to support staffing and business needs.
Qualifications
Education, Training and Requirements:
High School Diploma or GED requiredAbility to complete internal teller and product training 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 transportationSkills:
Excellent interpersonal, listening, and communication skills with the ability to create positive customer interactionsStrong attention to detail with accurate and proficient math skillsClear thinking, sound judgement, and the ability to stay focused in a fast-paced environmentAbility to follow established procedures, prioritize tasks, and maintain confidentialityComfort using computers, digital tools, and standard office applications; ability to learn and navigate banking systemsAbility to build trust, demonstrate professionalism, and maintain composure during sensitive or involved customer situationsAbility to identify customer needs and direct towards appropriate bank products and services Must consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and ExcellenceExperience:
Prior customer service and/or banking experience preferredDemonstrated ability to work directly with customers in a service or problem-solving capacity All applicants must be 18 years of age or olderOther:
Ability to work flexible hours based on branch needsTraveling to nearby branches may be required to support staffing and business needs Read Less