Commercial Services Officer II

Job Description

Job Description

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 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 Rochester and surrounding counties.

What does a successful first year in this position look like?

• 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.

What makes working at Canandaigua National Bank different?

Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage , being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.

Our culture nurtures passionate employees and offers great rewards including:

• 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.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!

Compensation range - $125,500 - $156,000
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.