Posted in Other 3 days ago.
Location: Pittsford, New York
Trust Associate
Canandaigua National Bank & Trust
What does a Trust Associate at CNB do?
A Trust Associate is responsible for providing premium customer service to our CNB Wealth Management and Trust Services clients. This position is responsible for the day-to-day administration of client accounts including funds transfers, client service and on-going communication. Coordinates both internally and externally to ensure tax related documentation is completed as required. Routinely respond to client inquiries and must have preliminary knowledge of trust, investment, and estate planning concepts. Anticipates client and officer needs in all situations, researches and resolves moderate problems and escalates all items of concern to the Trust Officer.
What competencies are needed to be successful in this role?
What does a successful first year in this position look like?
What makes working at CNB different?
At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 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 CNB, 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.
As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. 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.
Compensation range- $20.00 - $23.00
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.
PI243161561
Salary: $20.00
Rochester Regional Health
|
Rochester Regional Health
|