Financial Service Representative (Flex Team)

Canandaigua National Corporation; City of Rochester (NY); On-site; USD 27,000 - 38,000; Full time

Benefits offered by this job

Medical benefits

Paid holidays

401(k) plan

Profit Sharing/ESOP

Tuition assistance

Volunteer opportunities

Wellness program

Discount programs

Job summary

Canandaigua National Bank is hiring a Financial Services Representative I in Rochester/Canandaigua, NY. The role focuses on growing customer relationships through cross-selling, delivering banking services, and providing excellent service at the branch.

You will support deposit, loan, and trust products while collaborating with management to meet sales goals. The position requires a 1-year minimum related experience, a related degree, strong communication and sales skills, and a commitment to

Qualifications

• Bachelor's degree in a related field and banking education.
• Excellent reading, writing, math, and sales skills.
• Minimum of 1 year of related experience.

Responsibilities

• Solicit new business and maintain relationships to cross-sell.
• Prepare sales reports and track performance.
• Provide direct service for deposits, loans, trust and other products.
• Assist customers with inquiries and service issues.
• Perform Teller duties as needed.

Skills

Reading & writing

Analytical skills

Math skills

Interpersonal skills

Sales skills

PC skills

Bank products knowledge

Bank policies knowledge

Supervisory skills

Training others

Visual & auditory skills

Driver's license

Education

Bachelor's degree in related field

Job description

Financial Services Representative I

Flex Team; Canandaigua National Bank
Locations: Rochester, NY & Canandaigua, NY

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 wholeheartedy, 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).
• 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.