Annuities Customer Service Representative jobs in Vermont

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 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.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor.  This position must be able to adapt well in the face of workplace stressors such as customers service complaints.  It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
• Determine customer needs, explain and sell products and services
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• May provide back up to the teller line as needed
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed
• 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
• As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals

Education, Training and Requirements:

• High School Diploma or GED
• Internal product and services knowledge
• Accurate and proficient math skills
• Professional and friendly interpersonal communications skills
• Proficient computer skills
• Clear thinking and ability to stay focused
• Thorough knowledge of bank products and services
• Must be able to consistently demonstrate the Company’s core values:  a strong work ethic, integrity, respect for others, responsibility, transparency and humility   
• Two (2) years of bank and/or customer service normally required
• All applicants must be 18 years of age or older

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company 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 federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.