Customer Service Advisor 1 - Paulding, OH
About The Position
The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role supports the immediate needs of the Banking Center by performing Customer Service Representative duties and providing sales platform support. The CSA builds consumer and business relationships, promotes the Bank’s products and services, and follows established policies, procedures, and security measures. Responsibilities include serving as a CSR, opening deposit accounts, assessing customer needs, and making recommendations and referrals to internal and external partners. The CSA also makes outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The role may include participating 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 generate new financial relationships through outbound calling, internal business development, and customer relationship-building.
- Ability to interact effectively with customers, build positive relationships, and communicate concepts, ideas, and product information clearly verbally and in writing.
- Strong product knowledge appropriate to the expected level of selling and product promotion.
- Excellent organizational skills, ability to multitask, and flexibility.
- Ability to solve practical problems and interpret written, oral, diagrammatic, or scheduled instructions.
Nice To Haves
- At least 1 year of banking experience preferred.
- Sound mathematical and analytical skills preferred.
Responsibilities
- Model the standards of the Bank’s Mission, Vision, and Pledge.
- Assess customers’ financial needs, recommend appropriate products and services, and make referrals to business partners.
- Accurately process financial service transactions and open new deposit accounts.
- Operate a cash drawer and follow balancing and cash-handling procedures.
- Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
- Build consumer and business relationships and promote the Bank’s products and services.
- Conduct outbound calling using customer lists and make appropriate business-line referrals.
- Partner effectively with branch staff and peers to support team goals.
- Monitor performance against Banking Center goals and adjust individual activities as needed.
- Educate the Bank team about identifying opportunities to support customers’ financial wellness.
- Support daily 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 and prospective-customer issues.
- Build effective relationships with internal business partners and seek constructive peer feedback when appropriate.
- Use sound judgment, follow established guidelines and procedures, and seek assistance from appropriate resources when needed.
- Maintain security controls to protect customers, staff, and the Banking Center 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 Banking Center success.
- May participate in community service opportunities in the community or market.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
