Sr. Commercial Services Officer Canandaigua National BankLocation: Rochester, NYWhat 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.
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.
