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ERIEBANK, Universal Associate, Full-time

Description

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!

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 to solve exciting 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 standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. 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.


ERIEBANK 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.


https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG


Average salary estimate

$40000 / YEARLY (est.)
min
max
$30000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About ERIEBANK, Universal Associate, Full-time, CNB Financial

At ERIEBANK, we’re on the lookout for enthusiastic and dedicated professionals to join our team as Universal Associates. This full-time role in Erie, Pennsylvania, invites you to become a vital part of our banking philosophy: See It, Own It, Solve It and Find a Way to Say Yes! As a Universal Associate, you will engage with clients enthusiastically, providing a specialized banking experience that meets individual financial needs. You’ll be the friendly face in our lobby, helping clients feel welcomed and valued while uncovering opportunities to suggest our outstanding products and services. Your focus on delivering an unforgettable client experience will not only drive referrals but also highlight your commitment to our community. In this collaborative role, you’ll foster positive relationships with both clients and colleagues, engaging in effective communication and volunteering in local outreach events. We're also dedicated to your development—through our comprehensive training programs, you’ll have the chance to advance your skills in account management and lending. We want to ensure that you not only thrive in your functions but also embrace the latest in banking technology to better serve our clients. If you have a high school diploma or GED (with some banking experience preferred), and exceptional interpersonal and technological skills, we invite you to apply and become part of a team that’s all about empowering people and building connections. Join us, and let’s create many ‘WOW’ moments together!

Frequently Asked Questions (FAQs) for ERIEBANK, Universal Associate, Full-time Role at CNB Financial
What are the main responsibilities of a Universal Associate at ERIEBANK?

As a Universal Associate at ERIEBANK, your main responsibilities include providing exceptional client service, engaging with clients in the lobby, and recommending banking products that meet individual needs. You'll also handle accurate transactions and account openings, while fostering a friendly and welcoming atmosphere. Your role will be pivotal in building relationships and driving referrals to branch colleagues.

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What qualifications do I need to apply for the Universal Associate position at ERIEBANK?

To apply for the Universal Associate position at ERIEBANK, you should have a high school diploma or GED, and related experience or secondary education is preferred. An understanding of banking operations and a desire to learn about mortgage lending and consumer loans is also beneficial. Additionally, a friendly attitude and excellent communication skills are key to succeeding in this role.

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How does ERIEBANK support professional development for Universal Associates?

ERIEBANK supports the professional development of Universal Associates through structured training programs that cover essential banking practices and client interaction techniques. You will have the opportunity to progress from basic account handling to consumer and home equity loans through four distinct training levels, along with annual job-specific training opportunities to advance your career.

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What does the work environment look like for a Universal Associate at ERIEBANK?

The work environment for a Universal Associate at ERIEBANK is a dynamic professional office where teamwork and client interaction are paramount. You'll spend considerable time standing and engaging with clients, creating a lively atmosphere. The environment encourages communication and collaboration among team members, ensuring you feel supported and inspired every day.

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What benefits can I expect when working as a Universal Associate at ERIEBANK?

When you work as a Universal Associate at ERIEBANK, you can expect a comprehensive benefits package that includes medical, dental, vision, and life insurance, as well as a 401K with company match and profit-sharing program. Additional perks include paid time off, special loan rates, employee wellness programs, and opportunities for recognition. All these benefits support both your professional and personal well-being.

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Common Interview Questions for ERIEBANK, Universal Associate, Full-time
How would you handle a challenging client interaction as a Universal Associate?

When faced with a challenging client interaction, it’s crucial to remain calm and empathetic. Begin by actively listening to understand their concerns fully. Then, assure them that you are there to help and explain the steps you can take to resolve their issues. By maintaining a positive attitude and a solution-oriented approach, you can turn a negative experience into a positive one.

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What strategies would you use to promote ERIEBANK's products to clients?

To effectively promote ERIEBANK's products to clients, I would first engage them in conversation to understand their unique financial situations and needs. By building rapport and trust, I can position our products as tailored solutions that can enhance their banking experience. It’s important to communicate the benefits clearly and ensure clients feel informed and valued in their choices.

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Can you describe a time when you delivered exceptional customer service?

Delivering exceptional customer service often comes down to attentiveness and personal interaction. I once assisted a client who was feeling overwhelmed with their account options. By patiently guiding them through each option while clarifying their needs, I helped them select the best service for their situation. Their gratitude showed just how impactful personalized service can be.

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What do you think is the most important quality for a Universal Associate?

I believe the most important quality for a Universal Associate is a genuine passion for helping others. Whether it’s providing financial solutions or simply brightening a client’s day, the ability to connect with clients and meet their needs with enthusiasm is essential for creating memorable service experiences.

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How do you approach teamwork in a banking environment?

I approach teamwork in a banking environment with open communication and support for my colleagues. I believe that by sharing knowledge, collaborating on solutions, and encouraging each other, we can create a stronger team atmosphere that ultimately benefits our clients. I value each team member’s contributions and strive to foster a positive and productive work environment.

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What steps would you take to improve your product knowledge as a Universal Associate?

To improve my product knowledge as a Universal Associate, I would actively participate in training programs and seek mentorship from more experienced colleagues. Additionally, I would take the initiative to read product manuals, stay updated with the latest banking trends, and practice presentations to ensure I can confidently communicate product features and benefits to clients.

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How would you handle a situation where you made a mistake during a transaction?

If I made a mistake during a transaction, I would immediately acknowledge it and communicate transparently with the client. I would apologize sincerely, rectify the error promptly, and ensure they are satisfied with the resolution. Taking responsibility and demonstrating a commitment to correcting my mistake is essential for maintaining trust.

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Describe your experience with banking technology.

I have a strong grasp of banking technology and have utilized various systems during my previous roles. I am comfortable using transaction systems, digital banking platforms, and customer relationship management tools. I believe that staying informed about technological advancements in banking is crucial to enhancing client service and improving operational efficiency.

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What do you see as the biggest challenge facing Universal Associates today?

One major challenge facing Universal Associates today is adapting to rapidly evolving technology and consumer expectations. Clients now expect seamless digital experiences along with traditional banking services. It’s vital for Universal Associates to embrace technology while maintaining personal relationships, ensuring clients feel valued in an increasingly digital landscape.

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Why do you want to work as a Universal Associate at ERIEBANK?

I want to work as a Universal Associate at ERIEBANK because I admire the bank’s commitment to community values and exceptional customer service. The opportunity to empower clients by delivering tailored banking solutions and contributing positively to their financial journeys excites me. I believe my skills and enthusiasm align perfectly with ERIEBANK’s mission to provide an outstanding banking experience.

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CNB Financial Corporation is a leader in providing integrated financial solutions, which create value for both consumers and businesses. These solutions encompass deposit accounts, private banking, real estate, commercial, industrial, residential ...

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Full-time, on-site
DATE POSTED
April 12, 2025

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