What are the responsibilities and job description for the Financial Services Representative position at Community Financial System, Inc.?
Overview
We are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division operates over 230 customer facilities across the region, offering a range of financial services including wealth management, investment management, insurance, and benefit plan administration.
About Us
We believe in creating a positive work environment where our employees can thrive. We offer competitive compensation, good benefits, and professional development opportunities to help our employees succeed.
Responsibilities
- Provide quality customer service by handling financial transactions with a professional attitude.
- Actively listen for potential sales opportunities to promote bank products and services.
- Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines.
- Understand direction and adhere to established policies and procedures.
- Maintain proficient knowledge of laws and regulations applicable to this position.
