ERIEBANK, Financial Education Specialist, Full Time

Company:  CNB Bank /ErieBank / Holiday Financial Services
Location: Erie
Closing Date: 08/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Reference #: 2826193 Description The Financial Education Specialist assists with facilitation, development, and implementation of financial literacy initiatives. Hardworking, self-motivated individuals with positive attitudes that coordinate with the branch to enhance the client and employee experience and virtual/on-line experience in relation to financial literacy outreach. Provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Assists to create and maintain favorable response and public image for the Bank. All employees follow our bank philosophies: See It, Own It, Solve It, and Find a Way to Say Yes. Below is a list of essential job functions. Additional responsibilities may be assigned in the position.PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Maintains presentation materials and "Best Practices" for @Work presentations, on-line financial wellness center, and financial literacy newsletters/outreach materials. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Financial Education Specialist responsibilities, quickly resolve problems with the utmost integrity and confidentiality, and maximize Community Reinvestment Act opportunities.PROMOTE FINANCIAL LITERACY PROGRAMS Foster relationships with local schools (vocational, elementary, secondary and collegiate) and assists with financial outreach and business customers. Identify opportunities for outreach development and implement PR for the financial literacy programs. Creating research and relationships with the local schools (vocational, high schools and elementary schools) to implement curriculum(s).FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business.PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications.FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our manuals.SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending. Training tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required.Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this job successfully, an individual must be able to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. Reasonable accommodations may be made to enable individuals w th disabilities to perform the essential functions.LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.TECHNOLOGY SKILLS: Ability to use telephone systems and possess good computer skills including email, internet and intranet use. Prior 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.MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.REASONING ABILITY: 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.PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program 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 and much more! Eligibility requirements apply. 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.Qualified candidates may apply by clicking, "Apply Now". Next, submit your resume. You may complete a cover letter on the following screen. * You must contact the employer via one of the methods listed on the screen after clicking "Apply for this job". * Please be sure to identify PA CareerLink as your referral source.

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CNB Bank /ErieBank / Holiday Financial Services
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