Financial Service Representative (Flex Team)

About the Role

As a Financial Services Representative I on the Flex Team at Canandaigua National Bank, you will work as an active member of the Branch Office sales and service team. This role involves developing customer relationships, identifying cross-selling opportunities, and ensuring compliance with bank policies and regulatory requirements.

Responsibilities

• Solicit new business from present and prospective customers while maintaining ongoing relationships to identify cross-selling opportunities.
• Provide sales information on a timely basis for inclusion in monthly and year-to-date sales performance reports.
• Develop a quarterly individual sales plan to achieve personal sales goals.
• Perform all duties of a Teller as needed.
• Maintain thorough knowledge of bank products and services to ascertain customer needs and sell accordingly.
• Provide direct service to customers for deposit, loan, trust, and other products; approve or reject loan applications within individual lending authority.
• Assist customers in obtaining specialized services from other bank departments and address specific inquiries or service problems.
• Comply with operating policies and procedures to support regulatory adherence and risk management.
• Actively participate in the community in a manner that reflects favorably on the bank.
• Perform special projects and other tasks as assigned.

Requirements

• Bachelor’s degree (B.S. or B.A.) in a related field, or equivalent specialized banking education and training.
• Notary certification or willingness to obtain it as requested.
• Minimum of one (1) year of related experience.

Skills

• Proficient reading, writing, grammar, analytical, and mathematics skills.
• Strong interpersonal, communicative, and sales skills.
• Proficient PC skills and knowledge of bank operating policies and procedures.
• Technical supervisory skills and ability to assist in training branch staff.
• Valid driver’s license and visual/auditory skills.

Benefits

• Medical, dental, and vision coverage, including options for FSAs and HSAs for both part-time and full-time employees; domestic partner coverage available.
• Paid holidays, vacation, and sick time.
• Retirement benefits: 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
• Training and development opportunities, including tuition assistance.
• Community-focused volunteer opportunities.
• Award-winning wellness program promoting work/life balance.
• Banking perks and discount programs.

Pay

Compensation range: $23.50 per hour. The actual salary offered within the range depends on factors such as relevant experience, qualifications, skills, level offered, and performance expectations.

Canandaigua National Bank is an Equal Opportunity Employer. We encourage diversity and welcome applicants from historically disadvantaged groups, including minorities, females, LGBTQ+ individuals, veterans, and people with disabilities.