Financial Service Representative

Canandaigua National Bank & Trust Co • Pittsford, NY

12d • Onsite

About The Position

The Financial Services Representative I is responsible for working as an active member of the Branch Office sales/service team. This role involves complying with operating policies, procedures, and outside regulatory requirements for the Retail Services function. The FSR I is expected to develop customer relationships to identify selling and cross-selling opportunities, communicate with management regarding sales objectives and performance, and prepare various forms and reports.

Requirements

• 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.
• 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.
• A minimum of one (1) year of related experience normally required.

Responsibilities

• Works as an active member of the Branch Office sales/service team.
• Solicits new business from present and prospective customers.
• Maintains ongoing business relationships with present customers to identify cross-selling opportunities.
• Provides sales information on a timely basis for monthly and year-to-date sales performance reports.
• Develops quarterly individual sales plans to achieve individual sales goals.
• Performs all the responsibilities of a Teller as needed.
• Maintains a thorough knowledge of bank products and services to ascertain customer needs and sell accordingly.
• Provides direct service to customers for 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.
• Helps customers with specific inquiries or service problems.
• Performs special projects and other tasks as assigned.
• Complies with established operating policies and procedures to support the Bank’s adherence to outside regulatory requirements.
• Abides by current laws and organizational policies and procedures designed to promote an environment free of sexual harassment and illegal discriminatory behavior.
• Cooperates with, participates in, and supports adherence to internal policies, procedures, and practices for 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.

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: Entry Level