Customer Service Advocate - Floater - Suffolk

Description

Position Purpose:

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.

Required work experience and abilities:

Qualified applicants will be filling in at all Blue Ridge Bank locations across our footprint as needed to fill staffing needs. A high level of flexibility is required. Must have personal transportation and a valid state driver’s license and proof of insurance.

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.

Organizational Relationship

This position reports to the Branch Manager or Regional Manager.

Position Administration

Position Code: Administrative Support Service Worker

FLSA: Non-Exempt

Requirements

Minimum Qualifications:

· High School diploma or GED Equivalent

· 12 months banking experience preferred

· Valid Driver’s License and proof of insurance

Skills:

· 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.

Abilities:

· Work all branch hours, including weekend and evenings as needed

· 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.

Physical Requirements:

· Ability to clearly speak, hear, see and communicate with our customers

· Ability to stand or sit for up to four hours at a time

· Ability to perform repetitive finger, hand, and arm movement

· Ability to regularly kneel/ reach/ bend/ push/pull/carry coin bags up to 25 pounds

Schedule:

• 8-hour shift on average
• Day shift
• Monday to Friday, weekends as needed.