Introduction
Universal Associates are the backbone of modern banking. These exceptional individuals provide customers with a unique and personalized banking experience. They are not only hardworking and self-motivated, but they also have a positive attitude that resonates with everyone they interact with. Universal Associates are empowered to recommend solutions that best fit the individual needs of each client, following the guiding philosophy of their bank: Positive Energy, Positive Outcomes.
Key Responsibilities
Universal Associates have various essential functions. They greet clients with enthusiasm, engage in meaningful conversations, and strive to provide an unforgettable banking experience with each interaction. They perform accurate transactions and maintenance for clients, open new accounts, and manage retail lending at a high level. They adhere to all bank policies and operational procedures to ensure security and compliance. Furthermore, they consistently strive to meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
Attitudes: Respect, Client Focus, and Inclusion
For Universal Associates, building positive relationships with clients and colleagues is paramount. This involves showing respect to everyone, focusing on the needs of the clients, and promoting an inclusive environment that values diversity. By greeting customers warmly, listening attentively, and providing tailored financial solutions, they leave a lasting positive impression on every client.
Behaviors: Leadership, Integrity, Collaboration, and Volunteerism
Universal Associates set the standard for business ethics and honest behaviors. They show leadership in their daily operations, adhere to bank policies, and take responsibility for their actions. They also collaborate effectively within a team and participate in community outreach and volunteer initiatives. These behaviors foster a positive, trustworthy atmosphere that reflects the bank’s standards and values.
Competencies: Accountability, Innovation, and Professionalism
Universal Associates embody accountability, innovation, and professionalism. They accurately process transactions in compliance with bank policies and regulatory standards, identify opportunities to improve service efficiency or customer experience, and consistently demonstrate courteous behavior, integrity, and a strong work ethic. They represent the bank with a polished appearance and clear communication, reflecting their skill, judgment, positive conduct, and personal responsibility.
Position Level Expectations
There are different levels of Universal Associates, each with its unique set of responsibilities. These range from opening consumer and business deposit accounts to maintaining current registration with NMLS to originate home equity loans and lines.
Professional Development Opportunities
Universal Associates are also encouraged to participate in expanding their skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to their role. They are given opportunities for growth and learning through stretch assignments and cross-functional opportunities.
Qualifications, Education, & Experience
To perform the role of a Universal Associate successfully, an individual must possess excellent language skills, technology skills, mathematical skills, and reasoning ability. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will also be conducted for the position.
Work Environment and Physical Demands
The position operates 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. The employee may also be required to lift up to 25 pounds in weight and travel occasionally to all market areas and attend seminars or training sessions offsite.
Benefits
Universal Associates enjoy a range of benefits including medical, dental, vision & life insurance, 401K with company match, paid time off, recognized holidays, and much more. Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
For more information about the role and responsibilities of Universal Associates, click here.
