Banking Associate: Customer-Focused Growth & Solutions

Holiday Financial Services Corporation

Philipsburg (Centre County)

Hybrid

USD 30,000 - 46,000

Full time

10 days ago

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Benefits offered by this job

Medical, Dental, Vision & Life
401K with company match
Paid Time Off & Holidays
Employee Assistance Program
Employee Health & Wellness Program

Job summary

CNB Bank is seeking a customer-focused associate to greet clients, discuss financial needs, and offer appropriate banking solutions. The role emphasizes delivering a memorable customer experience, handling deposits, loans, and account services with diligence and integrity.

The position requires strong communication, numerical skills, and compliance with banking policies, with opportunities to contribute to community engagement and financial wellness initiatives.

Qualifications

  • Ability to read, comprehend, and interpret documents with professional communication skills.
  • Ability to write and speak effectively one-on-one and before groups of clients or employees.
  • Proficiency with basic digital tools (email, internet, intranet).
  • Ability to perform numerical calculations and financial transactions accurately.
  • Compliance with bank policies and security procedures.

Responsibilities

  • Greet clients warmly and engage in conversations to uncover opportunities and recommend solutions.
  • Deliver an exceptional banking experience with every interaction.
  • Perform accurate transactions, client maintenance, account openings, and retail lending.
  • Follow bank policies and operational procedures to ensure security and compliance.
  • Meet or exceed performance targets related to customer satisfaction and product sales.

Skills

Language skills
Technology skills
Mathematical skills
Reasoning ability
Physical demands

Education

High school diploma or GED

Tools

Core transaction system
Debit card system
Statement processing system
Cash handling equipment

Job description

CNB Bank is seeking a customer-focused associate to greet clients, discuss financial needs, and offer appropriate banking solutions. The role emphasizes delivering a memorable customer experience, handling deposits, loans, and account services with diligence and integrity.

The position requires strong communication, numerical skills, and compliance with banking policies, with opportunities to contribute to community engagement and financial wellness initiatives.

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