Call Center Specialist I

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Canandaigua National Bank & Trust Co

Posted 2 months ago

Full Time

Pittsford, New York

Hybrid

Smart Summary

Responsibilities

The Call Center Specialist provides superior banking assistance to customers via telephone and chat while uncovering their financial needs. They are responsible for accurately logging customer activity and maintaining proficiency in core banking and payment systems.

Qualifications

You have a high school diploma or equivalent with a focus on business curriculum and at least one year of banking and customer service experience. You demonstrated excellent communication and interpersonal skills, the ability to work in a fast-paced team environment, and prioritize tasks effectively. Proficiency in core banking systems, debit card administration, loan payment administration, and bill pay services is also required.

Must Have Skills for ATS

core banking

debit card administration

loan payment administration

bill pay services

Bank Secrecy Act

anti-fraud policies

anti-money laundering policies

Job Description

Call Center Specialist I
Canandaigua National Bank 

Location: Pittsford NY
Hours: Full Time

What does a Call Center Specialist do at Canandaigua National Bank? 

Our team-oriented culture is second to none. What truly sets us apart is the quality and commitment of our employees. The Call Center Specialist at Canandaigua National Bank is responsible for providing superior banking assistance to current and prospective customers via the telephone and on Chat. The Call Center Specialist assists with recognizing and uncovering caller needs and providing a superior customer experience with any banking needs. Call Center Specialists have tools at their disposal to provide all of our customers with convenient, enjoyable and efficient service for all of their banking and financial needs.

This role has the possibility of working hybrid. 

What competencies are needed to be successful in this role? 

  • A high school diploma or equivalent with an emphasis in business curriculum; bank customer service representative training.
  • A minimum of one (1) year of experience in a customer service focused role required. 
  • A minimum of one (1) year of banking experience is required. 
  • Excellent communication and interpersonal skills.
  • Must be able to work within a fast-paced team environment and prioritize tasks in the face of conflicting priorities. 
  • Ability to work in a confidential and time sensitive environment is essential.
  • Moderate ability to analyze and categorize data.

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

  • Contribute to the team success by answering incoming calls placed by CNB customers.
  • Successfully complete training associated with product lines, internal operations and customer service functions.
  • Become proficient in associated systems such as core banking, debit card administration, loan payment administration and bill pay services.
  • Participate in the referral program and meet quarterly goals while making qualified referrals based on customer need. 
  • Accurately log and manage customer activity and communication in the appropriate systems.
  • Gain knowledge of the laws, regulations, and practices that impact the banking industry such as the Bank Secrecy Act, anti-fraud and anti-money laundering polices.

Compensation range: $23.50/hr.
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.

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!

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.

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Canandaigua National Bank & Trust Co

Canandaigua National Bank offers a full range of financial services to realize a financial life, well lived. From retail banking and wealth management to commercial financing and community reinvestment, giving and sponsorships, we address every aspect of our customers’ financial lives through our CNB Mobile Banking as well as our 25 branches in Ontario and Monroe counties, with more coming in the Syracuse area. We’re an organization driven to go above and beyond for our customers, energized when they reach their goals and committed to strengthen the vitality of the communities we call home. With more than 600 employees in a diverse range of professional pursuits, we pride ourselves on being an employer of choice in the financial industry. Founded in 1887, we remain the only community-owned financial institution in the Greater Rochester area. For more information, visit cnbank.com. Canandaigua National Bank & Trust has enjoyed a rich heritage in the Finger Lakes region of Upstate New York. As the Rochester NY region's only local, full-service community bank, we've grown by offering competitive banking options and the kind of personalized service that builds long-lasting relationships. Today, we have 24 community banking offices located throughout Rochester and the Finger Lakes, NY region and a Financial Services Center located in Bushnell's Basin. Together they offer a full range of financial services for individuals, businesses, municipalities and not-for-profit organizations. It's all part of your bank: Canandaigua National Bank & Trust. Member FDIC ǀ Equal Housing Lender
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