banking representative

Community Financial System, Inc.

<div>Overview:
<div>
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.</div><div></div><div><br>
Just as our employees are committed to helping our customers manage their finances, we&rsquo;re committed to our employees. After all, they make it happen for our customers every day.</div><div></div><div><br>
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.</div>
Responsibilities:
<div>
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.</div><ul><li>
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism</li><li>
Determine customer needs, explain and sell products and services</li><li>
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer&rsquo;s in-branch experience</li><li>
Telephone customers to schedule sales appointments and promote products suitable to the customer&rsquo;s needs</li><li>
Participate in branch prospecting efforts and sales initiatives</li><li>
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.</li><li>
Serve as a liaison between customer and operational areas</li><li>
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines</li><li>
Ability to understand directions and adhere to established policy and procedures</li><li>
Able to remain focused and organized to successfully complete responsibilities</li><li>
Actively participate in branch meetings and training to enhance knowledge and development of skills</li><li>
Other related duties as assigned or directed</li><li>
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</li><li>
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels</li></ul><br>
<div></div>
Qualifications:
<div><b>
Education, Training and Skills Requirements:</b></div><ul><li>
High School Diploma or GED required</li><li>
Excellent interpersonal and communication skills</li><li>
Accurate and proficient math skills</li><li>
Documentation skills with attention to detail</li><li>
Clear thinking and ability to remain focused</li><li>
Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence</li><li>
Internal product knowledge and teller training (provided after hire)</li></ul><div><b>
Experience/Other:</b></div><ul><li>
Two (2) years of customer service and/or banking normally required</li><li>
All applicants must be 18 years of age or older.</li></ul><br>
<div></div>
Min: USD $18.25/Hr. Max: USD $24.71/Hr. Other Job Information:
<div><b>
Hours: </b>40 hours per week</div><div></div><div><b><br>
Compensation:</b> 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 &amp; Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!</div><p></p><div><b><br>
Physical Requirements:</b></div><div>
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.</div><p></p><div><b><br>
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.</b><br>
<br>
<b>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.</b></div></div>

Relationship Banking Representative

<div>Overview:
<div>
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.</div><div></div><div><br>
Just as our employees are committed to helping our customers manage their finances, we&rsquo;re committed to our employees. After all, they make it happen for our customers every day.</div><div></div><div><br>
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.</div>
Responsibilities:
<div>
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.</div><ul><li>
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism</li><li>
Determine customer needs, explain and sell products and services</li><li>
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer&rsquo;s in-branch experience</li><li>
Telephone customers to schedule sales appointments and promote products suitable to the customer&rsquo;s needs</li><li>
Participate in branch prospecting efforts and sales initiatives</li><li>
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.</li><li>
Serve as a liaison between customer and operational areas</li><li>
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines</li><li>
Ability to understand directions and adhere to established policy and procedures</li><li>
Able to remain focused and organized to successfully complete responsibilities</li><li>
Actively participate in branch meetings and training to enhance knowledge and development of skills</li><li>
Other related duties as assigned or directed</li><li>
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</li><li>
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels</li></ul><br>
<div></div>
Qualifications:
<div><b>
Education, Training and Skills Requirements:</b></div><ul><li>
High School Diploma or GED required</li><li>
Excellent interpersonal and communication skills</li><li>
Accurate and proficient math skills</li><li>
Documentation skills with attention to detail</li><li>
Clear thinking and ability to remain focused</li><li>
Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence</li><li>
Internal product knowledge and teller training (provided after hire)</li></ul><div><b>
Experience/Other:</b></div><ul><li>
Two (2) years of customer service and/or banking normally required</li><li>
All applicants must be 18 years of age or older.</li></ul><br>
<div></div>
Min: USD $18.25/Hr. Max: USD $24.71/Hr. Other Job Information:
<div><b>
Hours: </b>37.5 hours per week</div><div></div><div><b><br>
Compensation:</b> 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 &amp; Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!</div><p></p><div><b><br>
Physical Requirements:</b></div><div>
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.</div><p></p><div><b><br>
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.</b><br>
<br>
<b>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.</b></div></div>

FirstBank Holding Company

<div><p>Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company&rsquo;s &ldquo;banking for good&rdquo; mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There&rsquo;s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!<br>
<br>
<b>A Brief Overview</b><br>
<br>
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.<br>
<br>
<b>What you will do</b></p>
<ul>
<li>Assist customers with a wide range of inquiries and requests</li>
<li>Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer</li>
<li>Open new accounts and provide product/service information</li>
<li>Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing</li>
<li>Process transactions accurately and adhere to all compliance requirements</li>
<li>Review daily reports and perform maintenance on accounts</li>
<li>Recognize and develop opportunities for cross-selling FirstBank products and services</li>
<li>Sell bank products and meet company sales goals</li>
<li>Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures</li>
<li>Perform other duties and projects as assigned by the market or region</li>
<li>Understand and comply with all provisions of the Safety in the Workplace policy</li>
<li>
<p>Hours may vary from 35-40 hours per week</p>
</li>
</ul><p><b>Minimum Requirements</b></p>
<ul>
<li>Entry-level job with little or no prior relevant work experience in the function</li>
</ul>
<p><b>Preferred Requirements</b></p>
<ul>
<li>Cash handling and customer-service experience</li>
</ul>
<p><b>Knowledge, Skills, and Abilities</b></p>
<ul>
<li>Good customer-service skills and the ability to work well with others</li>
<li>Basic mathematic and problem-solving skills</li>
<li>Comfortable in a sales environment</li>
<li>Detail-oriented with the ability to multi-task and change directions quickly</li>
</ul>
<p><b>Working Conditions and Physical Requirements</b></p>
<ul>
<li>Frequently remains stationary throughout a typical business day</li>
<li>Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer</li>
<li>Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms</li>
<li>Occasionally positions self to access drawers and shelves of various heights</li>
<li>Frequently reaches for and handles paperwork and files</li>
<li>Constantly communicates with customers, coworkers, and management in-person and on the phone</li>
<li>Must be able to exchange accurate information</li>
<li>FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.</li>
</ul>
<p><b>Salary Range</b><br>
<br>
$20.00 Per Hour<br>
<br>
<b>Statement of Benefits</b><br>
<br>
FirstBank offers a suite of benefits that support our employees&rsquo; professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&amp;D<br>
<br>
This Job may be eligible for the:</p>
<ul>
<li>New Accounts Cross-Sell Queue Incentive Plan</li><br>
</ul>
<p><b>EOE/Affirmative Action</b><br>
<br>
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.<br>
<br>
<b>Colorado Job Application Fairness Act</b><br>
<br>
Under Colorado&rsquo;s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation</p>
<p>
*<b>This job opportunity is expected to close on April 17, 2026</b>*</p></div>

Personal Banking Representative

<div><p>Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company&rsquo;s &ldquo;banking for good&rdquo; mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There&rsquo;s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!<br>
<br>
<b>A Brief Overview</b><br>
<br>
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.<br>
<br>
<b>What you will do</b></p>
<ul>
<li>Assist customers with a wide range of inquiries and requests</li>
<li>Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer</li>
<li>Open new accounts and provide product/service information</li>
<li>Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing</li>
<li>Process transactions accurately and adhere to all compliance requirements</li>
<li>Review daily reports and perform maintenance on accounts</li>
<li>Recognize and develop opportunities for cross-selling FirstBank products and services</li>
<li>Sell bank products and meet company sales goals</li>
<li>Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures</li>
<li>Perform other duties and projects as assigned by the market or region</li>
<li>Understand and comply with all provisions of the Safety in the Workplace policy</li>
<li>
<p>Hours may vary from 35-40 hours per week</p>
</li>
</ul><p><b>Minimum Requirements</b></p>
<ul>
<li>Entry-level job with little or no prior relevant work experience in the function</li>
</ul>
<p><b>Preferred Requirements</b></p>
<ul>
<li>Cash handling and customer-service experience</li>
</ul>
<p><b>Knowledge, Skills, and Abilities</b></p>
<ul>
<li>Good customer-service skills and the ability to work well with others</li>
<li>Basic mathematic and problem-solving skills</li>
<li>Comfortable in a sales environment</li>
<li>Detail-oriented with the ability to multi-task and change directions quickly</li></ul><br>
<p><br>
<b>Working Conditions and Physical Requirements</b></p>
<ul>
<li>Frequently remains stationary throughout a typical business day</li>
<li>Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer</li>
<li>Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms</li>
<li>Occasionally positions self to access drawers and shelves of various heights</li>
<li>Frequently reaches for and handles paperwork and files</li>
<li>Constantly communicates with customers, coworkers, and management in-person and on the phone</li>
<li>Must be able to exchange accurate information</li>
<li>FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.</li>
</ul>
<p><b>Salary Range</b><br>
<br>
$20.00 Per Hour<br>
<br>
<b>Statement of Benefits</b><br>
<br>
FirstBank offers a suite of benefits that support our employees&rsquo; professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&amp;D<br>
<br>
This Job may be eligible for the:</p>
<ul>
<li>New Accounts Cross-Sell Queue Incentive Plan</li><br>
</ul>
<p><b>EOE/Affirmative Action</b><br>
<br>
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.<br>
<br>
<b>Colorado Job Application Fairness Act</b><br>
<br>
Under Colorado&rsquo;s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation</p>
<p>
*<b>This job opportunity is expected to close on April 17, 2026</b>*</p></div>

<div><p>Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company&rsquo;s &ldquo;banking for good&rdquo; mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There&rsquo;s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!<br>
<br>
<b>A Brief Overview</b><br>
<br>
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.<br>
<br>
<b>What you will do</b></p>
<ul>
<li>Assist customers with a wide range of inquiries and requests</li>
<li>Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer</li>
<li>Open new accounts and provide product/service information</li>
<li>Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing</li>
<li>Process transactions accurately and adhere to all compliance requirements</li>
<li>Review daily reports and perform maintenance on accounts</li>
<li>Recognize and develop opportunities for cross-selling FirstBank products and services</li>
<li>Sell bank products and meet company sales goals</li>
<li>Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures</li>
<li>Perform other duties and projects as assigned by the market or region</li>
<li>Understand and comply with all provisions of the Safety in the Workplace policy</li>
<li>
<p>Hours may vary from 35-40 hours per week</p>
</li>
</ul><p><b>Minimum Requirements</b></p>
<ul>
<li>Entry-level job with little or no prior relevant work experience in the function</li>
</ul>
<p><b>Preferred Requirements</b></p>
<ul>
<li>Cash handling and customer-service experience</li>
</ul>
<p><b>Knowledge, Skills, and Abilities</b></p>
<ul>
<li>Good customer-service skills and the ability to work well with others</li>
<li>Basic mathematic and problem-solving skills</li>
<li>Comfortable in a sales environment</li>
<li>Detail-oriented with the ability to multi-task and change directions quickly</li></ul><br>
<p><br>
<b>Working Conditions and Physical Requirements</b></p>
<ul>
<li>Frequently remains stationary throughout a typical business day</li>
<li>Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer</li>
<li>Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms</li>
<li>Occasionally positions self to access drawers and shelves of various heights</li>
<li>Frequently reaches for and handles paperwork and files</li>
<li>Constantly communicates with customers, coworkers, and management in-person and on the phone</li>
<li>Must be able to exchange accurate information</li>
<li>FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.</li></ul><p><br>
<br>
<b>Salary Range</b><br>
<br>
$20.00 Per Hour<br>
<br>
<b>Statement of Benefits</b><br>
<br>
FirstBank offers a suite of benefits that support our employees&rsquo; professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&amp;D<br>
<br>
This Job may be eligible for the:</p>
<ul>
<li>New Accounts Cross-Sell Queue Incentive Plan</li><br>
</ul>
<p><b>EOE/Affirmative Action</b><br>
<br>
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.<br>
<br>
<b>Colorado Job Application Fairness Act</b><br>
<br>
Under Colorado&rsquo;s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation</p>
<p><b>
*This job opportunity is expected to close on April 17th, 2026*</b></p></div>

Search 9420+ Banking representative jobs near you this April. New roles added regularly across leading industries. Apply today.

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