Banking and Financial Services Jobs in Archbald, PA

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.

ARotating Relationship Banking Representative will work in various branch offices in a defined geographical area and 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 services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• 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
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focusedMust be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal 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.

Hours: 30 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.

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.

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 services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• 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 policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal 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.

Hours: 37.5 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.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

About the Role- Come Join the American Fidelity Family!

American Fidelity Assurance is now looking for an Account Manager (Outside Sales Representative) in Pennsylvania.

Our salaried account managers are responsible for selling benefits, retirement, and other insurance products and services within the Private Sector in a defined sales territory with an existing customer base and bringing in new accounts. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.

We Offer

• Base salary + uncapped commission + additional bonus potential
• Company car, company credit card and paid travel expenses.
• International sales award trips
• Average first-year income is between $87,000 to $119,000.
• 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
• You will have a defined territory
• Multiple sales career path options
• Consistent, standardized training designed for new Account Managers
• Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.

Progression for the Account Manager Role:

• Sr. Account Manager
• Executive Account Manager
• Account Executive
• Sr. Account Executive
• Executive Account Partner

Primary Responsibilities

Focus on growing and maintaining existing Business-to-Business accounts by one-on-one sales of worksite insurance products and services to the community. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.

Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.

Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.

Company Overview

Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.

For more information on our company, visit .

A Great Place to Work for All

American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people.

We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders.

Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.

If you'd like information about American Fidelity's privacy practices, please visit /privacy.