Financial Service Representative

Canandaigua National Bank And Trust Co; Town of Penfield (NY); On-site; USD 27,000 - 38,000; Full time

Benefits offered by this job

Medical benefits

Paid holidays and vacation

401(k) and ESOP

Tuition assistance

Job summary

Canandaigua National Bank & Trust Co is seeking a Financial Services Representative I in Penfield to join the branch team and build customer relationships while meeting sales objectives.

You will support deposits, loans, trust services, and cross-sell bank products, with the potential to take on teller duties as needed. This role emphasizes compliance with policies and strong customer service.

Qualifications

• A B.S. or B.A. degree in a related field normally required; specialized banking education and training; Notary certification or willingness to obtain as requested.
• Strong PC skills; knowledge of bank products and services; a working knowledge of bank operating policies and procedures; supervisory skills for training branch staff.
• Experience: A minimum of one (1) year of related experience normally required.

Responsibilities

• Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers to leverage cross‑selling opportunities.
• Provides sales information on a timely basis for monthly and year‑to‑date reports.
• Develops quarterly individual sales plan to define actions to achieve goals.
• Performs Teller responsibilities as needed; sells bank products/services to meet customer needs.
• Provides direct service to customers for deposits, loans, trust and other services; approves or rejects loan applications within authority.
• Assists customers with specialized services from other bank departments.
• Performs special projects and complies with policies to support risk management.
• Participates in and supports adherence to internal policies promoting a harassment-free workplace.
• Engages in community activities reflecting positively on the bank.

Education

Bachelor's degree in a related field

Notary certification or willingness to obtain as requested

Job description

Canandaigua National Bank & Trust Co

Financial Services Representative I

Locations: Penfield

What does a FSR I do at Canandaigua National Bank?

Responsible for working as an active member of the Branch Office sales/service team; complying with operating policies and procedures and outside regulatory requirements established for the Retail Services function; developing customer relationships in order to take advantage of additional selling and cross‑selling opportunities; communicating with management and staff personnel with respect to sales objectives, sales performance, and other factors affecting the sales/service effort; preparing various forms and reports and providing information.

Essential Duties:

• Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross‑selling opportunities.


• Provides sales information on a timely basis in order that this information may be included as part of monthly and year‑to‑date sales performance reports.


• Develops quarterly individual sales plan to define action steps to be taken that will achieve individual sales goals.


• Performs all the responsibilities of a Teller as needed. Maintains a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to sell in conjunction with these needs.


• Provides direct service to customers of the bank with respect to deposit, loan, trust, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority.


• Assists customer in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems.


• Performs special projects and other tasks as assigned.


• Complies with established operating policies and procedures in order to support the Bank’s adherence to outside regulatory requirements.


• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.


• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.


• Actively participates in the community in a manner that reflects favorably on the bank.


• Follows FSR Priorities as defined in the Retail Routines

Basic Qualifications:

Education/Training: A B.S. or B.A. degree in a related field normally required; specialized banking education and training; Notary certification or willingness to obtain as requested.

Skill(s): Proficient reading, writing, grammar, analytical, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; strong PC skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; technical supervisory skills and sufficient skills to provide assistance in training of branch staff; visual and auditory skills; valid driver's license.

Experience: A minimum of one (1) year of related experience normally required.

What makes working at Canandaigua National Bank different?

Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.

Our culture nurtures passionate employees and offers great rewards including:

• Medical, dental, vision, FSA, HSA options for both part‑time and full‑time employees. Medical coverage is also offered for domestic partners.


• Paid holidays, vacation, and sick time.


• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).


• Training & development opportunities.


• Tuition assistance.


• Community focused volunteer opportunities.


• Award winning wellness program that promotes a solid work/life balance.


• Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We’re in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We’ve assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today!

Compensation range: $23.50/hr.

The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Equal employment opportunity, including veterans and individuals with disabilities.