Financial Wellness Banking Advisor

Cnb-Financial-Corporation; Northern Cambria (Cambria County); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid Time Off

Holidays

Employee Assistance Program

Competitive rates

Job summary

CNB Financial Corporation is seeking a dedicated Universal Associate to greet clients, understand their needs, and offer tailored banking solutions. You will process transactions, open accounts, and assist with retail lending while upholding security and compliance standards.

The role emphasizes delivering a high-quality client experience, meeting sales targets, and maintaining professional conduct within an inclusive team environment.

Qualifications

• High school diploma or GED required; related experience preferred.
• Background screening will be conducted.
• Professional communication and interpersonal skills to interact with clients and colleagues.

Responsibilities

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

Skills

Language skills

Tech literacy

Mathematical skills

Reasoning ability

Education

High school diploma or GED

Tools

Core banking systems

Debit card system

Statement processing system

Cash handling procedures

Job description

CNB Financial Corporation is seeking a dedicated Universal Associate to greet clients, understand their needs, and offer tailored banking solutions. You will process transactions, open accounts, and assist with retail lending while upholding security and compliance standards.

The role emphasizes delivering a high-quality client experience, meeting sales targets, and maintaining professional conduct within an inclusive team environment.