Customer Service Advisor 1 - West Palm Beach
About The Position
The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. The role responds to the immediate needs of the Banking Center by providing Customer Service Representative and sales platform support as needed. The CSA builds consumer and business relationships and promotes the Bank’s products and services. The position includes processing financial transactions, opening deposit accounts, operating a cash drawer, and helping customers identify appropriate products and services through recommendations and referrals. It also involves outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The CSA follows Bank policies, procedures, security measures, and audit requirements, and may participate in community service opportunities.
Requirements
- High school diploma or General Education Degree (GED).
- At least 3 years of cash-handling, sales, or customer-service experience.
- Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
- Ability to interact effectively with customers, build positive relationships, and clearly communicate concepts and product information verbally and in writing.
- Strong product knowledge appropriate to the level of selling and product promotion expected in the position.
- Strong organizational skills, ability to multitask, and flexibility.
- Ability to solve practical problems and interpret written, oral, diagram, or schedule instructions.
Nice To Haves
- At least 1 year of banking experience.
- Sound mathematical and analytical skills.
Responsibilities
- Model the standards of the Bank’s Mission, Vision, and Pledge.
- Assess customers’ financial needs and recommend or refer them to appropriate business partners and products.
- Accept and accurately process financial service transactions.
- Open deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
- Achieve production and referral goals through consultations, outbound calls, business partner referrals, and onboarding calls.
- Build new customer relationships and expand existing consumer and business relationships.
- Partner effectively with branch staff and peers to support team goals.
- Monitor performance against Banking Center goals and adjust activities as needed.
- Make outbound calls using customer lists and promote Bank products and appropriate business-line referrals.
- Educate the Bank team on identifying opportunities to advance customers’ financial wellness.
- Support day-to-day Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
- Participate in regular staff meetings.
- Explain banking products and professionally resolve customer or prospective-customer issues.
- Build 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 from criminal or fraudulent activity and unnecessary risks.
- Keep sensitive information and customer business confidential and secure.
- Answer incoming calls and perform additional duties that support the Banking Center.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
