Mail Operations & Client Service Representative jobs in United States
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Canandaigua National Bank · 2 days ago

Mail Operations & Client Service Representative

Canandaigua National Bank is seeking a Mail Operations & Client Service Representative to support their mail function at the Basin Park location. This role involves performing clerical duties, greeting customers, and maintaining records while ensuring compliance with operating policies and procedures.

BankingFinancial Services

Responsibilities

Supports the mail functions for 1150 Basin Park, sorts, delivers, stamps, and coordinates mail efforts for 1150 Basin Park
Performs clerical duties such as electronic filing and data input
Greets customers and visitors either in person or by telephone in a pleasant and courteous manner to provide a favorable first impression of CNC; directs them to the proper person or department
Answers general questions and provides general information; directs more specific questions to proper individual
Types letters, reports, memos, and other correspondence as requested; utilizes word processing to prepare documents as appropriate
Files/Scans documents, correspondence, forms, reports, and other related information
Performs special projects as directed
Responds to inquiries or requests for information within acceptable timeframes
Maintains appropriate records and provides assigned reports
Performs various operations functions requiring computer skills consistent with position requirements
Retrieve, Reply and Send emails within acceptable timeframes. Maintain email inbox without exceeding Corporate Required Storage Limit
Maintains Electronic Personal Calendar with updated scheduled time off. Responds to Electronic Meeting Requests Received

Qualification

Customer service skillsMicrosoft Office proficiencyClerical dutiesElectronic filingDetail orientedIndependent workConfidentiality

Required

A high school diploma or equivalent is required
One (1) year in a customer service or related field and a high school diploma or equivalent is required
Strong customer service skills
Strong skills with Microsoft Office products
Detail orientated, with the ability to work independently, with strict adherence to confidentiality
Ability to stand, stoop, reach, bend and lift items weighing forty (40) lbs. or less

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

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Canandaigua National Bank offers a full range of financial services to realize a financial life, well lived.

Funding

Current Stage
Late Stage

Leadership Team

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Tamra O’Donnell
Senior Vice President - Director, Corporate Marketing
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Jeffrey Eades
Vice President Business Banking
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Recent News

Central New York Business Journal
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