Client-Facing Banking Advisor & Solutions

Cnb-Financial-Corporation; Pennsylvania; On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401K with company match

Paid Time Off & Holidays

Employee Health & Wellness Program

Voluntary Benefit Options

Job summary

CNB Bank is seeking Universal Associates to provide a specialized banking experience, greet clients, and uncover opportunities to recommend products and services. You will perform transactions, open accounts, and support retail lending in a professional environment.

The role emphasizes adherence to policies, security, and high service standards, with performance targets tied to customer satisfaction and sales. A background in banking and strong interpersonal skills are valued.

Qualifications

• LANGUAGE SKILLS: read, comprehend, and interpret documents; professional communication to writers and speakers.
• TECHNOLOGY SKILLS: use telephone systems; digital literacy including email, internet and intranet; core systems familiarity.
• MATHEMATICAL SKILLS: perform basic arithmetic operations accurately.
• REASONING ABILITY: apply common sense and solve multi-variable problems in standard situations.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: office setting; standing or sitting, lift up to 25 pounds; occasional travel.

Responsibilities

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

Skills

Language skills

Technology skills

Math skills

Reasoning ability

Physical demands

Job description

CNB Bank is seeking Universal Associates to provide a specialized banking experience, greet clients, and uncover opportunities to recommend products and services. You will perform transactions, open accounts, and support retail lending in a professional environment.

The role emphasizes adherence to policies, security, and high service standards, with performance targets tied to customer satisfaction and sales. A background in banking and strong interpersonal skills are valued.