Banking Solutions Advisor

Holiday Financial Services Corporation; Village of Williamsville (NY); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401K with company match

Paid Time Off

Job summary

CNB Financial Corporation seeks Universal Associates who will greet clients, discuss banking needs, and recommend suitable financial solutions. You will process transactions, open accounts, and handle retail lending while adhering to policy and compliance standards.

The role emphasizes delivering an outstanding customer experience and achieving satisfaction and sales targets. The position requires strong communication, numeracy, and teamwork; a commitment to accuracy and security is essential in

Qualifications

• Ability to read, comprehend, and interpret documents. Strong verbal and written communication.
• Experience with basic banking products and customer service oriented
• Excellent numerical aptitude and attention to detail

Responsibilities

• Greet clients enthusiastically and engage in conversations to uncover opportunities.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, account openings, and retail lending duties.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations.

Skills

Language skills

Technology skills

Mathematical ability

Reasoning ability

Education

High school diploma / GED

Tools

Core transaction system

Debit card system

Statement processing system

Cash handling equipment

Job description

CNB Financial Corporation seeks Universal Associates who will greet clients, discuss banking needs, and recommend suitable financial solutions. You will process transactions, open accounts, and handle retail lending while adhering to policy and compliance standards.

The role emphasizes delivering an outstanding customer experience and achieving satisfaction and sales targets. The position requires strong communication, numeracy, and teamwork; a commitment to accuracy and security is essential in