Executive Assistant, Commercial

Canandaigua National Bank & Trust

Location: 1150 Basin Park

What does the Executive Assistant- Commercial do?

Provides support with the achievement of strategic objectives of the executive and their team; Responsible for coordinating activities and ensuring timely flow of information to and from management; providing administrative support to the EVP and their team; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Provides high quality service to our internal and external customers.

What is needed to be successful in this role?

• An associates degree in a related field and specialized bank education and training required.

• A minimum of 1-5 years' experience in related administrative or banking positions normally required.

• Notary Public License strongly preferred, or willingness to acquire within 6 months to 1-year of the position.

• Working knowledge of internal computer systems necessary.

• Strong sense of duty, accountability, and service, with high detail orientation.

  What does a successful first year in this position look like?

• Calendar, time, and travel management

• Manages the calendar of the EVP, Chief Lending Officer (CLO) by proactively scheduling and planning to meet deadlines in an organized manner.

• As necessary, prepares reservations for necessary travel, transportation, or meals.

• Meeting management

• Schedules appointments, reserves conference rooms, manages technology/facility related logistics for executive level meetings with high quality and finishing touches. Orders or prepares refreshments as needed.

• Prepares and disseminates meeting agendas and/or reviewed, pre-work such as review of relevant history or meeting documentation is completed, follow-ups are documented and acted upon.

• As assigned, accountable for detailed meeting minutes and development of drafted program plans.

• Presentations, documentation, and reporting

• Creates of a broad variety of documents and materials for the CLO, including PowerPoint presentations, financial spreadsheets, charts, and graphs.

• Ensures processes and procedures are completed and easily accessible.

• Supports the preparation and dissemination of weekly, monthly, quarterly, and annual reports to necessary audiences such as department, Board of Directors, Audit Committees, etc.

• Supports the achievement of the entire lending division strategic plans in various ways, as assigned by the CLO.

• Runs the data collection and coordination of Regulatory, Loan Review and Audit related activities.

• Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

• Organizes and participates in the Administrative Associate and Portfolio Manager round table meetings, supporting with the generation of agendas, scheduling of guests, meeting minutes, and report outs.

• Supports the coordination and organization of supportive committee meetings such as Officer Loan Committee and Asset Review Committee.

• Process deposits, payments, advances, wires and money orders

  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:

• Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.

• Paid Holidays, Vacation, and Sick time.

• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).

• Training & Development Opportunities.

• Tuition Assistance.

• Volunteer Opportunities.

• Award Winning Wellness program that promotes a solid work/life balance.

• Banking perks and discount programs.

  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- $22.00 - $29.00 per hour

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.