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FCBank, Universal Associate

Job in Westerville, Delaware County, Ohio, 43082, USA
Listing for: CNB Bank
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: FCBank, Universal Associate, Full-Time
Location: Westerville

Universal Associates

Join to apply for the FCBank, Universal Associate, Full-Time role at CNB Bank

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. Universal Associates follow our bank philosophy:
See It, Own It, Solve It and Find a Way to Say Yes.

Responsibilities
  • 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. 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 Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality.
  • 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 to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals.
  • SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES – Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. 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, and experience:
To perform this job successfully, we ask an individual 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. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted.

Reasonable accommodations may be made to enable individuals with 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 optimally.
  • TECHNOLOGY SKILLS – Ability to utilize telephone systems and possess good digital literacy 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…
Position Requirements
10+ Years work experience
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