Customer Service Advisor 1 - Penco Road

SUMMARY: 

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor’s (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA’s must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed.  The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank’s products and services.  From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures.  Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.  

  

In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market. 

 

ESSENTIAL FUNCTIONS: 

Excellent Customer Service 

Operational and Security Proficiency 

Identify referral opportunities 

Relationship building 

Promotion of Bank’s products and services  

Business development (inside and outside) 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Personally model the standards of the Bank's Mission, Vision, and Pledge. 

Required to initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.   

Accepts and accurately processes all financial service transactions. 

Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals. 

Complies and operates within security and audit procedures. 

Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.  

Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. 

Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals. 

Execute consistent, outbound calling activities inside the banking center by ut