Commercial Services Officer II

Canandaigua National Bank & Trust Co • Rochester, NY

6h

About The Position

The Commercial Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial partner, the Commercial Services Officer is accountable for prospecting new business while maintaining and deepening existing client relationships.

Requirements

• A B.S. or B.A. degree in a related field normally required.
• Specialized commercial services education and training.
• A minimum of eight (8) years' experience in related positions normally required.
• Proficient interpersonal relations and communicative skills.
• A thorough knowledge of the features and benefits of all bank commercial products and services.
• Technical knowledge sufficient to manage a large loan portfolio with very complex credits.
• A working knowledge of bank operating policies and procedures which impact commercial services.
• Reliable transportation to meet clients in Syracuse and surrounding counties.

Responsibilities

• Proactively develops relationships with commercial customers of the bank with respect to deposit, financing, treasury management, commercial real estate, commercial & industrial (C&I) loans, and other banking products and services.
• Maintains a thorough knowledge of the features and benefits of all bank commercial products and services to uncover customer needs and offer solutions.
• Generates new business from present customers; maintains ongoing business relationships with present customers to best serve our customers.
• Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers.
• Assists customers with their full banking needs and provides help to customers with specific inquiries or service problems.
• Attends community events as a representative of CNB to support our local community.
• A Commercial Services Officer may approve or reject loan applications within individual lending authority. May serve on the Asset Review Committee and/or Officer Loan Committee as assigned by the Board of Directors.
• Collaboratively establishes sales objectives with their manager on an annual basis to ensure objectives are met. Monitors individual sales performance versus objectives on a regular basis.
• Responds to inquiries relating to their expertise, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Serves as a member of the bank’s sales team, e.g., Branch Managers; makes group sales calls where these types of calls will improve the opportunity for new business development.

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).
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level