Universal Associate

CNB Mortgage
Erie, PA
Category Customer Service
Job Description
Role Overview

Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. They follow the bank philosophy: Positive Energy, Positive Outcomes. They work in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers.

What You Will Do

Enthusiastically greet clients, engage in conversations, uncover opportunities, and make product and service recommendations. Perform accurate transactions, maintenance for clients, account opening, and retail lending at a high level. Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Why It Might Be a Fit

The ideal candidate will have a positive attitude, strong business ethics, and the ability to positively influence and work with others to achieve excellent results. They will be able to build positive relationships with internal and external clients, demonstrate respect, client focus, and inclusion, and adhere to bank policies and operational procedures.

Requirements

  • High school diploma or general education degree (GED)
  • Related experience and secondary education preferred
  • Ability to read, comprehend, and interpret documents
  • Professional communication and interpersonal skills
  • Ability to utilize telephone systems and possess good digital literacy
  • Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines, and any other computer programs pertinent to performing job duties
  • Ability to add, subtract, multiply, and divide in all units of measure
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
  • Ability to solve challenging problems involving several variables in a standardized situation

Benefits

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs
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