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Customer Service Advocate
2 months ago
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.
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.
- 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.
- 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.
- Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.
