Customer Service Advocate

3 weeks ago

Culpeper, United States Blue Ridge Bank Full time
Position Purpose:

This position is responsible for demonstrating a passion for excellence while assisting new and existing customers with their immediate, short-term and long-term financial needs through the handling of transaction, new account openings, and appropriate partner referrals and complying with regulations, policies, and procedures

Responsibilities:
  • Deliver outstanding service while performing a variety of customer transactions and inquiries.
  • Offer guidance to customers and provide a full spectrum of customer services.
  • Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
  • Achieve individual sales goals.
  • Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank's products/services.
  • Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner.
  • Identify opportunities to grow relationships and independently call on and develop new, existing, and prospective consumer and business customers.
  • Complete arrangements and documents for special services.
  • Stay informed of industry trends, competitor information, and maintains knowledge of the Bank's products/services and pricing.
  • Utilize software to identify customers' needs and refer to other lines of business.
  • Perform branch functions and support other branch employees.
  • Adhere and help to ensure adherence to operational guidelines.
  • Audit drawers and perform spot checks on cash drawer limits when necessary.
  • Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment.
  • Endure satisfactory audit ratings are achieved at the branch level.
  • May provide Notary services, Signature Guarantee and serve as back up for branch leadership when necessary.
  • Maintain compliance with and adhere to all state and federal regulations and bank policies.
  • Other tasks as assigned.
  • Create value for the bank and its employees.
  • Be a good teammate.
  • Live our core values.
Organizational Relationship

This position reports to the Branch Manager or Regional Manager.

Position Administration

Position Code: Administrative Support Service Worker

FLSA: Non-Exempt

Requirements

Education:
  • High school diploma or equivalent.
Skills:
  • Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).
  • Strong presentation skills.
  • Demonstrated track record of meeting sales and service goals.
  • Organizational skills and attention to detail.
  • Strong decision-making/problem resolution skills.
Abilities:
  • Work all branch hours, including weekend and evenings required.
  • Attention to detail with accuracy.
  • Ability to operate on a team.
  • Ability to ask questions and build rapport.
  • Must maintain internal and external confidentiality.
  • Successful completion of the required background checks.
Preferred Qualifications:
  • Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.

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