Customer Service Advisor

Role Overview

Customer Service Advisor's are responsible for providing excellent customer service, identifying sales opportunities, and performing account transactions. They must be responsive to the Banking Center's needs and provide support as needed. The role involves building relationships with customers and promoting Bank's products and services.

What You Will Do

Responsibilities include operating as a CSR, opening new deposit accounts, connecting with customers to determine their needs, and making recommendations and referrals for products and services. The CSA will also initiate outbound telephone calls for customer onboarding, prospecting new Retail customers, and promoting Bank's products.

Why It Might Be a Fit

The ideal candidate will have excellent customer service skills, be able to identify referral opportunities, and have strong product knowledge. They must also be able to effectively interact and build positive customer relationships.

Requirements

• High school diploma or GED
• Banking, cash handling, sales, and customer service experience preferred
• Proficient in Microsoft Outlook 365
• Proficient computer skills
• Ability to generate new financial relationships through outbound calling and internal business development
• Ability to effectively interact and build positive customer relationships
• Strong product knowledge for the level of selling and successfully promoting products expected with position
• Excellent organizational skills and ability to multi-task and be flexible
• Sound mathematical and analytical skills
• Ability to solve practical problems and deal with a variety of concrete variables

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Learning budget
• Parental leave
• Wellness program