Customer Service Advisor- Clarksburg

Job Title: Customer Service Advisor

Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Advisor. In this role, you will be responsible for providing exceptional customer service, identifying sales opportunities, and performing account transactions.

Job Description:

Foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. The Customer Service Advisor is responsible for:
• Providing excellent customer service while identifying sales opportunities and performing account transactions.
• Recognizing the immediate needs of the Banking Center throughout the day and proactively providing support as needed.
• Building relationships with customers and promoting the Bank's products and services.
• Operating as a CSR and/or providing additional support to the banking center's sales and operational objectives.

Essential Functions:

1. Excellent Customer Service: Provide exceptional customer service while maintaining a professional demeanor at all times.

2. Operational and Security Proficiency: Ensure compliance with all established bank policies, procedures, and security measures.

3. Identify Referral Opportunities: Recognize potential referral opportunities and promote the Bank's products and services accordingly.

4. Relationship Building: Develop and maintain strong relationships with customers and internal business partners.

5. Cross-selling of Bank's Products and Services: Promote the Bank's products and services to meet customer needs and achieve sales goals.

6. Business Development (inside and outside): Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.

7. Essential Duties and Responsibilities: • Personally model the standards of the Bank's Mission, Vision, and Pledge. • Assess the financial needs of Banking Center clients and make recommendations to fulfill their needs. • Process financial service transactions accurately and efficiently. • Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. • Comply and operate within security and audit procedures. • Meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability. • Promote the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services. • Communicate and partner effectively with branch staff and peers to promote a team environment. • Monitor performance against banking center goals and adjust individual goals as needed. • Execute consistent, outbound calling activities inside the banking center. • Educate bank team on uncovering opportunities to help advance financial wellness of customers. • Set priorities and follow through on implementation of defined sales and service activities. • Promote company products and services in the community. • Support proper functioning of all day-to-day operations. • Actively participate in regular sales and staff meetings. • Provide service to customers and prospective customers on various banking matters. • Build successful working relationships with internal business partners. • Demonstrate sound judgment and decision making. • Maintain prescribed security controls to protect self and the banking center. • Keep all sensitive information and customer business confidential. • Contribute in a team environment to service customer needs.

Other Skills and Requirements: • Banking is a highly regulated industry; acquire and maintain proficiency in the bank's policies and procedures. • Adhere to all laws, rules, and regulations applicable to conduct and work performed. • Complete assigned compliance training in a timely manner. • Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with S.A.F.E. Act Requirements. • Proficient in Microsoft Outlook 365 and computer skills. • Strong consumer lending skills preferred with solid understanding of consumer lending products. • Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base. • Ability to interpret instructions furnished in written, oral, diagram, or schedule form. • Sound mathematical and analytical skills preferred. • Excellent organizational skills and ability to multi-task and be flexible. • Ability to lift and carry up to 25 lbs. • Must be available to work all hours of operations.

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