Banking Experience Specialist

Cnb-Financial-Corporation; Tannersville (Monroe County); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401K with company match

Paid Time Off

Holidays

Employee Assistance Program

Wellness Program

Job summary

CNB Financial Corporation seeks Universal Associates to greet clients, understand their needs, and offer tailored banking solutions. You will handle transactions, open accounts, and support retail lending while upholding security and compliance standards.

The role emphasizes exceptional customer experience, product recommendations, and meeting performance targets related to customer satisfaction and financial wellness discussions.

Qualifications

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Professional communication and interpersonal skills to write and speak effectively.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and digital literacy including email, internet and intranet; knowledge of core banking systems.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
• REASONING ABILITY: Ability to apply common sense and solve problems.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The role requires standing at a teller pod or desk, with occasional lifting up to 25 pounds.

Responsibilities

• Enthusiastically greet clients and engage in conversations; uncover opportunities and make product and service recommendations.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, client maintenance, account openings and retail lending at a high level.
• Follow bank policies and operational procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Job description

CNB Financial Corporation seeks Universal Associates to greet clients, understand their needs, and offer tailored banking solutions. You will handle transactions, open accounts, and support retail lending while upholding security and compliance standards.

The role emphasizes exceptional customer experience, product recommendations, and meeting performance targets related to customer satisfaction and financial wellness discussions.