Financial Service Representative I (Syracuse)

Canandaigua National Bank; Town of Cicero (NY); On-site; USD 27,552 - 32,373; Full time

Benefits offered by this job

Medical, dental, vision, FSA, HSA options

Paid holidays, vacation, and sick time

401(k), Profit Sharing, and ESOP

Tuition assistance

Volunteer opportunities

Award-winning wellness program

Banking perks and discount programs

Job summary

A community-focused financial institution is seeking a Financial Services Representative I. This role involves actively developing customer relationships to enhance the bank's sales and customer service efforts. Responsibilities include soliciting new business, developing sales plans, and providing comprehensive service to clients concerning deposits and loans. Candidates should possess a relevant degree, sales skills, and a minimum of one year of experience. This position offers a competitive compensation package, benefits, and opportunities for professional growth.

Qualifications

• A minimum of one year of related experience is normally required.
• Specialized banking education and training are preferred.

Responsibilities

• Solicit new business from customers and maintain ongoing relationships.
• Develop quarterly individual sales plans.
• Provide direct service to bank customers.

Skills

Proficient reading, writing, and grammar skills

Analytical and mathematical skills

Interpersonal relations and communicative skills

PC skills

Thorough knowledge of bank products and services

Technical supervisory skills

Education

B.S. or B.A. degree in a related field

Notary certification or willingness to obtain

Job description

Canandaigua National Bank

Financial Services Representative I

Location: Hiring for Downtown Syracuse, Liverpool, DeWitt, Cicero

Overview

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 customers 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 workplace.
• 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.

Benefits

• 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.

Company Commitment

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

Compensation range: $20–$23.50. 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.