Customer Experience Associate

5 hours ago


Richmond, California, United States Blue Ridge Bank Full time
About Blue Ridge Bank

Blue Ridge Bank is a customer-centric institution with a rich history of over a century. We pride ourselves on our commitment to providing exceptional service to our valued customers and the local community. Our purpose is to be a trusted partner, helping our customers achieve their financial goals. We operate under a set of core values – teamwork, integrity, respect, open communication, and honoring our commitments – which guide our actions and shape our culture.

Job Overview

We are seeking an experienced Customer Experience Associate to join our team. As a Customer Experience Associate, you will be responsible for delivering exceptional customer service while handling a variety of transactions, inquiries, and sales opportunities. This role requires a strong understanding of banking procedures and excellent communication skills.

Key Responsibilities
  • Customer Service: Deliver outstanding service to customers while performing transactions, answering questions, and resolving issues.
  • Sales and Cross-Selling: Offer guidance to customers and provide a full spectrum of customer services, including sales and cross-selling opportunities.
  • Service Quality Standards: Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
  • Transaction Processing: Process routine transactions, including cash deposits, withdrawals, checks, transfers, and balance inquiries.
  • Customer Needs: Meet customer needs through effective customer service, identifying opportunities to suggest bank products that meet their needs.
  • Accuracy and Efficiency: Ensure all transactions are accurate and efficient, maintaining a cash drawer and balancing it at the end of the shift.
  • Regulatory Compliance: Adhere to all financial and banking procedures, regulations, and policies.
  • Customer Complaints: Resolve customer complaints in a timely and efficient manner.
  • Relationship Building: Develop strong customer relationships through new account follow-up, account maintenance, and promoting bank products and services.
  • Knowledge and Expertise: Stay informed of industry trends, competitor information, and maintain knowledge of the Bank's products, services, and pricing.
Required Skills and Qualifications
  • Education: High School Diploma required; additional qualifications or certifications in banking or finance are considered a plus.
  • Experience: 1-2 years of previous experience as a teller; sales experience, focused on cross-selling products and services, is required.
  • Software Application: Basic knowledge of banking software and Microsoft Office Suite.
  • Physical Requirements: Ability to stand for long hours, handle cash and financial documents, and operate standard office equipment.
Compensation

The estimated salary for this role is $45,000 - $55,000 per year, depending on experience and qualifications. Benefits include health, dental, and vision insurance, 401(k) matching, and paid time off.



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