Client Relations Specialist

1 month ago

Cohasset, Minnesota, United States Community Bank System Full time

Position Overview:

At Community Bank System, Inc. (CBSI), we pride ourselves on delivering exceptional, personalized financial services and products to our clientele. Our retail division, Community Bank, N.A., operates over 230 customer service locations throughout Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to retail banking, we provide wealth management, investment management, insurance and risk management, and benefit plan administration.

We recognize that our employees are the cornerstone of our success. Their dedication to assisting customers in managing their finances is what drives our mission forward.

To foster long and rewarding careers at CBSI, we offer competitive salaries, comprehensive benefits, and opportunities for professional growth and advancement. As an equal-opportunity employer and affirmative-action workplace, we celebrate diversity and inclusivity for the benefit of our employees, customers, and communities.

Key Responsibilities:

A Customer Service Representative (CSR) plays a vital role in ensuring a positive experience for both current and prospective bank customers on the banking floor. This role requires adaptability in managing workplace challenges, including customer service inquiries and complaints. The CSR must maintain the confidentiality of customer information, prioritize tasks effectively, and work collaboratively within a team.

  • Deliver exceptional customer service and a positive banking experience by professionally handling financial transactions, such as account openings.
  • Identify customer needs and effectively communicate and promote products and services.
  • Engage in branch outreach initiatives.
  • Assist customers with various requests, including stop payments, wire transfers, balance inquiries, and loan information.
  • Act as a liaison between customers and operational departments.
  • Provide backup support to the teller line as necessary.
  • Follow established policies and procedures while maintaining focus on tasks.
  • Perform additional duties as assigned.
  • Maintain thorough knowledge of relevant laws and regulations, ensuring compliance with company policies and internal controls, and meet all training requirements promptly.
  • Contribute to the overall success of the Branch and the Bank by assisting in achieving annual objectives.
Qualifications:

Education and Experience:

  • High School Diploma or GED.
  • Knowledge of internal products and services.
  • Strong mathematical skills.
  • Excellent interpersonal communication skills.
  • Proficient in computer applications.
  • Ability to think clearly and maintain focus.
  • Comprehensive understanding of bank products and services.
  • Consistently demonstrate the company’s core values: strong work ethic, integrity, respect, responsibility, transparency, and humility.
  • Two years of experience in banking and/or customer service is typically required.
  • Applicants must be at least 18 years of age.
Compensation and Benefits:

Salary: USD $17.50 - $23.82 per hour, commensurate with experience.

Hours: 37.5 hours per week.

Additional Benefits: In addition to a competitive salary, employees are offered a comprehensive benefits package that includes 11 paid holidays, paid vacation, medical, vision, and dental insurance, a 401K plan with a generous match, pension, tuition reimbursement, and banking discounts.

Physical Requirements:

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee may be required to stand, walk, or sit, use hands and fingers, handle or feel, reach with hands or arms, and communicate verbally. Occasionally, the employee may need to lift or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.

Community Bank System is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. Reasonable accommodations will be made for qualified individuals with disabilities.

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