Client-Focused Banking Advisor

Holiday Financial Services Corporation; Northern (KY); Hybrid; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K Matching

Paid Holidays

Job summary

CNB Bank is seeking Universal Associates to deliver a specialized banking experience and empower staff to recommend tailored solutions for clients. You will greet customers, open accounts, handle transactions, and support retail lending while upholding bank policies and security standards.

The role emphasizes strong customer service, adherence to compliance, and meeting sales targets. CNB Bank offers professional development and an equal opportunity work environment.

Qualifications

• Ability to read, comprehend, and interpret documents; professional communication and interpersonal skills.
• Experience with customer-service-based banking interactions and product recommendations.
• Ability to perform accurate transactions and comply with bank policies.

Responsibilities

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

Skills

Customer Service

Sales

Communication Skills

Banking Knowledge

Interpersonal Skills

Education

High School Diploma or GED

Job description

CNB Bank is seeking Universal Associates to deliver a specialized banking experience and empower staff to recommend tailored solutions for clients. You will greet customers, open accounts, handle transactions, and support retail lending while upholding bank policies and security standards.

The role emphasizes strong customer service, adherence to compliance, and meeting sales targets. CNB Bank offers professional development and an equal opportunity work environment.