Canandaigua National Bank And Trust Co

Canandaigua National Bank & Trust Co Commercial Operations Specialist Location: Pittsford, NY  What does a Commercial Operations Specialist do at Canandaigua National Bank? The Commercial Operations Specialist supports regulatory compliance and operational consistency across the commercial lending department through overseeing regulatory compliance checkpoints (Reg B, HMDA, Flood) and leading key operational workflows including ACR tracking. The role partners closely with Relationship Managers, Portfolio Managers, Administrative Assistants, Compliance, and Loan Operations to maintain a consistent, audit ready lending environment. Position can assist Operations manager as needed with procedure writing and other project related duties to enhance operational efficiency. What competencies are needed to be successful in this role? A B.S. or B.A. degree in a related field normally required; specialized training in commercial banking operations. Five (5) years in...

Manager of Client Experience & Business Services Canandaigua National Trust Company Florida (Sarasota, Florida) Education, Training and Experience A bachelor’s degree in a related field or equivalent combination of education and work experience. Minimum of five (5) years of experience in related positions normally required. Experience supporting professionals in wealth management, trust, banking, financial planning, or related fields preferred.   Essential Duties   The Office Manager is responsible for providing comprehensive administrative, operational, client service, and governance support to a team of Wealth Advisors, Trust Officers, and Financial Planning professionals. This role serves as the operational hub of the office, ensuring exceptional client experiences, efficient workflow management, and seamless coordination of Board of Directors activities. The individual acts as a trusted partner to the wealth management team and executive leadership,...

Canandaigua National Bank & Trust Co Community Office Assistant Manager  Flex Team Canandaigua National Bank & Trust Locations: Rochester, NY & Canandaigua, NY What does a Community Office Assistant Manager do at Canandaigua National Bank?  The Community Office Assistant Manager is responsible for working as an active leader within the Community Office sales/service team. This role plays a key role in independently interacting with customers with the goal of delivering a solution to each unique customer situation. The Assistant Manager is asked to achieve personal sales/acquisition goals while also assisting the Community Office Manager with motivating, coaching and mentoring branch personnel towards their own individual goal attainment. What competencies are needed to be successful in this role?   A. B.S. or B.A. degree in a related field. A minimum of three (3) years' experience in related banking and/or sales management...

Canandaigua National Bank & Trust Co Assistant Teller Manager Canandaigua National Bank & Trust Location: Pittsford, NY  Hours: 40 What does an Assistant Teller Manager do?  An Assistant Teller Manager is a key member of our customer service team within the branch network. The Assistant Teller Manager supports the Teller Manager with running the Teller line in their assigned branch. This role is expected to operate as a Teller at an advanced level by providing and modeling quality customer service by being friendly and courteous while answering customers’ questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but in generations. This role is also on the front lines of our fraud and risk management efforts as well as the training of new Teller...

Canandaigua National Bank & Trust Co Community Office Branch Manager Flex Team   Canandaigua National Bank & Trust Location:  Rochester NY and Canandaigua NY What does a Community Office Manager do? The Community Office Manager is responsible for managing an assigned Community Office to meet the financial services needs of customers in the community. Working as the leader within the Community Office sales/service team (i.e., demonstrated leadership attributes), the Community Office Manager will implement strategies to achieve goals developed for the office, ensuring compliance with operations policies and procedures and outside regulatory requirements.  The Community Office Manager will directly supervisor staff within the office and independently interact with customers towards a mutual benefit.  This includes the ability to adequately deliver a solution to a customer situation, a demonstrated ability to achieve personal sales/acquisition goals,...

Canandaigua National Bank & Trust Co Universal Banker  Flex Team Canandaigua National Bank   What does a UB I do at Canandaigua National Bank?  The Universal Banker I is primarily responsible for the Teller function within the assigned Community Office location. In addition to these duties, the Universal Banker I will also perform some platform duties on a rotational and as needed basis. The Universal Banker I will attend and complete the Platform I training class in order to provide our clients with a consultative sales process that is based on customer needs. What competencies are needed to be successful in this role?   Notary certification or willingness to obtain as requested.Ability to build relationships, communicate with co-workers and customers verbally and in writing.Sales Skills and a thorough knowledge of the features and benefits of all bank products and services.Knowledge of bank operating policies and procedures.Proficiency...

Canandaigua National Bank & Trust Co Teller Manager Flex Team Canandaigua National Bank  Location: Rochester, NY & Canandaigua, NY  What does a Teller Manager do at Canandaigua National Bank?  The Teller Manager is responsible for day-to-day management of the Teller unit in a Branch Office. This position ensures that our Branch Offices can meet the financial services needs of its customers. Directly supervises all Tellers in the Branch in order to provide efficient and accurate paying and receiving services. The Teller Manager also maintains and controls vault cash for the Teller unit. Additionally, this role works closely with the Community Office Manager in establishing and delivering specific service standards to achieve exceptional customer service. What competencies are needed to be successful in this role? College degree or college coursework with an emphasis in a business or accounting curriculum, or equivalent work experience...

Canandaigua National Bank & Trust Co Financial Services Representative I Flex Team Canandaigua National Bank Locations: Rochester, NY & Canandaigua, NY What does a FSR I do at Canandaigua National Bank? Responsible for working as an active member of the Branch Office sales/service team; complying with operating policies and procedures and outside regulatory requirements established for the Retail Services function; developing customer relationships in order to take advantage of additional selling and cross-selling opportunities; communicating with management and staff personnel with respect to sales objectives, sales performance, and other factors affecting the sales/service effort; preparing various forms and reports and providing information. Essential Duties: Works as an active member of the Branch Office sales/service team as follows: Solicits new business from present and prospective customers; maintains ongoing business relationships with...

Canandaigua National Bank & Trust Co PT Teller- Flex Team Canandaigua National Bank  Location: Rochester NY Hours: Part time (30-35 hours/wk) What does a Teller do at Canandaigua National Bank do? A Teller is so much more than accepting deposits, cashing checks and balancing a cash drawer accurately and efficiently. Our bank is woven into the very fabric of our region because we live, work, and play where our customers do. As a Teller at CNB you are the face of our bank, building, growing, and retaining relationships. For us, each customer relationship is an extension of our CNB family.  As a Teller you will provide quality customer service by being friendly and courteous while answering customers’ questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships,...

Canandaigua National Bank & Trust Co Lead Bank Operations Specialist Location:  Canandaigua, NY  What does a Lead Bank Operations Specialist do at Canandaigua National Bank? A Lead Bank Operations Specialist is an elite financial industry professional with strong expertise in bank operations function processing. This role plays a crucial part in the bank's mission to maintain a professional and team-oriented corporate culture through managing workflow, scheduling, and administration of an assigned team within Bank Operations. This role works under the guidance of a Bank Operations Supervisor to ensure all team functions are processed according to service standards. This role also promotes the bank's vision of leveraging the full capabilities of our people by ensuring we are continually developing Bank Operations personnel within the assigned team and coach team members to look for opportunities to exceed expectations in the marketplace in a way that honors CNB's Core...