Financial Services Rep I: Grow Relationships & Cross-Sell

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

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.