7 assembler jobs found

Canandaigua National Bank & Trust Co Wealth Advisor II Canandaigua National Bank  Location: Pittsford, NY (Hybrid – 4 days/wk. in office)   What does a Wealth Advisor II do? Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Provides investment management and financial services to customers of the Bank as follows:...

Canandaigua National Bank & Trust Co Wealth Associate II Canandaigua National Bank  Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Associate II do? Responsible for providing administrative support relating to CNB Wealth services to customers within the bank's market area; achieving goals developed for the position as part of the CNB Wealth’s operating plan; ensuring compliance with various operating policies and procedures and various regulatory requirements; communicating and interfacing with other divisions and management personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; communicating with clients. Provides administrative support relating to CNB Wealth Management services as follows: Completes new account set-up and account transfer documents, reviews accounts for accuracy, prepares requests for account distributions and deposits, sets up scheduled...

Canandaigua National Bank & Trust Co Sr. Commercial Services Officer  Canandaigua National Bank Location:   Rochester, NY What does a Commercial Services Officer at Canandaigua National Bank do? The Commercial Services Officer at Canandaigua National Bank is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial partner, the Commercial Services Officer is accountable for prospecting new business while maintaining and deepening existing client relationships. What is needed to be successful in this role? 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...

Canandaigua National Bank & Trust Co Universal Banker  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 with a PC...

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 Universal Banker  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 with a PC and...

Canandaigua National Bank & Trust Co Assistant Treasurer Canandaigua National Bank Reporting directly to the Treasurer, the Assistant Treasurer is an important leader in the CFO org and is responsible for managing and executing core treasury functions. This role owns key processes across liquidity management, interest rate risk, capital management and investment portfolio oversight, while serving as a strategic partner to the Treasurer and CFO division leadership. The Assistant Treasurer ensures treasury operations are resilient, well‑controlled, and aligned with regulatory expectations and the Bank’s strategic objectives. Examples of responsibilities include, but are not limited to:  Key responsibilities:  Liquidity, Cash and Collateral Management Manage the bank’s liquidity position, funding mix, collateral management function and liquidity contingency planning.Develop and implement cash flow forecasting models to anticipate short- and long-term liquidity...