Role OverviewThe Customer Service Advisor is responsible for providing excellent customer service, identifying sales opportunities, and performing account transactions. They must be responsive to the immediate needs of the Banking Center and provide support to Customer Service Representatives and sales platforms as needed.
What You Will Do
Responsibilities include operating as a Customer Service Representative, opening new deposit accounts, connecting with customers to determine their needs, and making recommendations and referrals for products and services. The CSA may also participate in community service opportunities.
Why It Might Be a Fit
The ideal candidate will have strong product knowledge, excellent organizational skills, and the ability to effectively interact and build positive customer relationships. Proficiency in Microsoft Outlook 365 and banking software programs is required.
Requirements
- High school diploma
- Banking, cash handling, sales, and customer service experience preferred
- Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base
- Strong product knowledge for the level of selling and successfully promoting products expected with position
- Excellent organizational skills and the ability to multi-task and be flexible
- Proficient in Microsoft Outlook 365
- Proficient computer skills
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Benefits
- None explicitly mentioned
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