Customer Service Advisor 1 - Napoleon, OH
About The Position
The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. The role supports Banking Center needs by providing Customer Service Representative and sales platform assistance, building consumer and business relationships, and promoting the Bank’s products and services. The CSA follows established Bank policies, procedures, and security measures; operates as a CSR; opens new deposit accounts; and determines customer needs to make recommendations and referrals to internal and external partners. The CSA also makes outbound calls to support customer onboarding, prospect for new Retail customers, and promote Bank products to new and existing Retail banking relationships. The role may include participation in community service opportunities in the relevant community or market.
Requirements
- High school diploma or GED required.
- At least 3 years of cash handling, sales, or customer service experience required.
- Ability to interact effectively with customers, build positive relationships, and communicate clearly in writing and verbally.
- Strong product knowledge appropriate to the position’s sales responsibilities.
- Strong organizational skills, ability to multitask, and flexibility.
- Ability to solve practical problems and interpret written, oral, diagrammed, or scheduled instructions.
Nice To Haves
- At least 1 year of banking experience preferred.
- Sound mathematical and analytical skills preferred.
Responsibilities
- Model the Bank’s Mission, Vision, and Pledge.
- Assess customers’ financial needs through conversations and recommend or refer appropriate products and services.
- Accept and accurately process financial service transactions.
- Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures.
- Identify additional product and service opportunities and make qualified referrals.
- Comply with security, audit, and operational procedures.
- Meet production and referral goals through consultations, outbound calls, business partner referrals, and onboarding calls.
- Partner with branch staff and peers to support a collaborative team environment and achieve goals.
- Monitor performance against Banking Center goals and adjust priorities and activities as needed.
- Conduct outbound calls using customer lists and make appropriate business-line referrals.
- Educate the Bank team on identifying opportunities that support customers’ financial wellness.
- Support day-to-day Banking Center operations, including customer service, opening and closing procedures, daily vault duties, cash-level controls, inventory, audit, and compliance requirements.
- Participate in regular staff meetings.
- Explain banking products and professionally resolve customer and prospective-customer questions and issues.
- Build effective working relationships with internal business partners and seek constructive peer feedback when appropriate.
- Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
- Maintain security controls and protect the Banking Center and its customers from criminal, fraudulent, and other risks.
- Keep sensitive information and customer business confidential and secure.
- Answer incoming telephone calls and perform additional duties that support the Banking Center.
- Build new financial relationships through outbound calling, internal business development, and customer loyalty efforts.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
