Canandaigua National Bank · 14 hours ago
Commercial Services Officer (Syracuse Market)
Canandaigua National Bank & Trust is a community-focused bank seeking a Sr. Commercial Services Officer to manage a portfolio of commercial clients. The role involves prospecting new business, maintaining client relationships, and ensuring effective service delivery for banking products.
BankingFinancial Services
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
Qualification
Required
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
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.
Company
Canandaigua National Bank
Canandaigua National Bank offers a full range of financial services to realize a financial life, well lived.
Funding
Current Stage
Late StageLeadership Team
Recent News
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