Job Description
Job Title: Customer Service Advisor
Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Advisor. In this role, you will be responsible for providing exceptional customer service, identifying sales opportunities, and performing account transactions.
Job Description:
Foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. The Customer Service Advisor is responsible for:
Providing excellent customer service while identifying sales opportunities and performing account transactions.
Recognizing the immediate needs of the Banking Center throughout the day and proactively providing support as needed.
Building relationships with customers and promoting the Bank's products and services.
Operating as a CSR and/or providing additional support to the banking center's sales and operational objectives.
Essential Functions:
1. Excellent Customer Service: Provide exceptional customer service while maintaining a professional demeanor at all times.
2. Operational and Security Proficiency: Ensure compliance with all established bank policies, procedures, and security measures.
3. Identify Referral Opportunities: Recognize potential referral opportunities and promote the Bank's products and services accordingly.
4. Relationship Building: Develop and maintain strong relationships with customers and internal business partners.
5. Cross-selling of Bank's Products and Services: Promote the Bank's products and services to meet customer needs and achieve sales goals.
6. Business Development (inside and outside): Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
7. Essential Duties and Responsibilities:
Personally model the standards of the Bank's Mission, Vision, and Pledge.
Assess the financial needs of Banking Center clients and make recommendations to fulfill their needs.
Process financial service transactions accurately and efficiently.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Comply and operate within security and audit procedures.
Meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Promote the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services.
Communicate and partner effectively with branch staff and peers to promote a team environment.
Monitor performance against banking center goals and adjust individual goals as needed.
Execute consistent, outbound calling activities inside the banking center.
Educate bank team on uncovering opportunities to help advance financial wellness of customers.
Set priorities and follow through on implementation of defined sales and service activities.
Promote company products and services in the community.
Support proper functioning of all day-to-day operations.
Actively participate in regular sales and staff meetings.
Provide service to customers and prospective customers on various banking matters.
Build successful working relationships with internal business partners.
Demonstrate sound judgment and decision making.
Maintain prescribed security controls to protect self and the banking center.
Keep all sensitive information and customer business confidential.
Contribute in a team environment to service customer needs.
Other Skills and Requirements:
Banking is a highly regulated industry; acquire and maintain proficiency in the bank's policies and procedures.
Adhere to all laws, rules, and regulations applicable to conduct and work performed.
Complete assigned compliance training in a timely manner.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365 and computer skills.
Strong consumer lending skills preferred with solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Excellent organizational skills and ability to multi-task and be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
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