Banking Experience Specialist: Client Solutions & Service

Holiday Financial Services Corporation; Clearfield (Clearfield County); On-site; USD 32,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401K with company match

Paid Time Off & Holidays

Leave policies

Voluntary Benefit Options (Life, etc)

Employee Assistance Program

Employee Health & Wellness Program

Special Loan and Deposit Rates

Rewards & Recognition Programs

Job summary

CNB Bank is seeking a Universal Associate to greet clients, understand their financial needs, and recommend appropriate banking products. The role emphasizes accurate teller duties, client service, and compliant procedures within a professional office environment.

Candidates should be prepared to handle transactions, open accounts, and support retail lending efforts while maintaining high standards of integrity and professionalism.

Qualifications

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents; professional communication and interpersonal skills.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and digital literacy including email, internet, intranet; learn core transaction systems.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
• REASONING ABILITY: Ability to apply common sense to carry out instructions and solve problems.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: Describes physical demands and work environment.

Responsibilities

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

Job description

CNB Bank is seeking a Universal Associate to greet clients, understand their financial needs, and recommend appropriate banking products. The role emphasizes accurate teller duties, client service, and compliant procedures within a professional office environment.

Candidates should be prepared to handle transactions, open accounts, and support retail lending efforts while maintaining high standards of integrity and professionalism.