Financial Service Representative- Monroe County

General Responsibilities

Responsible for working as an active member of the Branch Office sales/service team; complying with operating policies and procedures and outside regulatory requirements established for the Retail Services function; developing customer relationships in order to take advantage of additional selling and cross-selling opportunities; communicating with management and staff personnel with respect to sales objectives, sales performance, and other factors affecting the sales/service effort; preparing various forms and reports and providing information.

Essential Duties

Works as an active member of the Branch Office sales/service team as follows:

  • Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
  • Provides sales information on a timely basis in order that this information may be included as part of monthly and year-to-date sales performance reports.
  • Develops quarterly individual sales plan to define action steps to be taken that will achieve individual sales goals.
  • Performs all the responsibilities of a Teller as needed. Maintains a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to sell in conjunction with these needs.
  • Provides direct service to customers of the bank with respect to deposit, loan, trust, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority.
  • Assists customer in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems.
  • Performs special projects and other tasks as assigned.
  • Complies with established operating policies and procedures in order to support the Bank’s adherence to outside regulatory requirements.
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
  • Actively participates in the community in a manner that reflects favorably on the bank.
  • Follows FSR Priorities as defined in the Retail Routines.

Basic Qualifications

Education/Training: A B.S. or B.A. degree in a related field normally required; specialized banking education and training; Notary certification or willingness to obtain as requested.

Skill(s): Proficient reading, writing, grammar, analytical, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; strong PC skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; technical supervisory skills and sufficient skills to provide assistance in training of branch staff; visual and auditory skills; valid driver’s license.

Experience: A minimum of one (1) year of related experience normally required.

Locations:

East Side Region:

Webster Baytowne, Webster Jackson Ridge, Brighton, Pittsford, Perinton, Penfield, Mendon, Honeoye Falls

West Side Region:

Greece Latta, Greece Ridge, Henrietta, Irondequoit, Alex Park, College Town, Rochester Downtown, Chili, Brockport

What makes working at CNB different?

At CNB, our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including a strong benefits package, learning opportunities, flexibility, volunteering opportunities, a healthy workplace culture and other perks aimed at creating a solid work/life balance.

Our goal is to ensure that our bank and our community thrive and grow, now and for the next 125 years. We’re in it for the long haul. As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is investing in you, because what truly sets us apart from other financial institutions is the quality and commitment of our employees. We’ve assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

If this sounds like the type of organization that you would like to be a part of then consider joining our team.

Compensation range- $20-$21
Compensation commensurate with experience.

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Category
Sales
Job Type
Full Time/Permanent
Salary
USD 20.00 - 21.00 per hour
Country
United States
City
Rochester
Career Level
unspecified
Company
Canandaigua National Bank & Trust Co
JOB SOURCE
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2e4e5521-e8a5-4572-9ffd-3c8e382ee6f2&jobId=489734&lang=en_US