Customer Service Advisor 2 - Riverdale
About The Position
The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions while responding to the needs of the Banking Center and providing CSR and sales platform support. The role builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, and security measures. Responsibilities include operating as a Customer Service Representative, opening new deposit accounts, assessing customer needs, making recommendations, and referring customers to internal and external partners. The CSA initiates outbound calls to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail relationships. The role may also participate in community service opportunities in the relevant community or market. The CSA supports daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements. The position pays $19.75–$23.25 per hour and is eligible for approved overtime and referral incentives. It includes 17 days of PTO, 5 days of short-term disability, and 11 annual paid holidays. Benefits include medical, dental, and vision coverage; health care and dependent care flexible spending accounts; a transportation fringe benefit plan; group life and long-term disability; optional life coverage; access to voluntary benefit products; and a 401(k) with employee match.
Requirements
- High school diploma or General Education Degree (GED).
- At least 6 months of banking experience.
- At least 3 years of cash handling, sales, and customer service experience.
- Ability to interact effectively, build positive customer relationships, and communicate concepts, ideas, and product information clearly in writing and verbally.
- Strong product knowledge appropriate to the level of selling and promotion expected for the position.
- Excellent organizational skills and ability to multitask and be flexible.
- Ability to solve practical problems and handle situations with limited standardization, and interpret written, oral, diagrammatic, or scheduled instructions.
Nice To Haves
- Sound mathematical and analytical skills.
Responsibilities
- Model the Bank’s Mission, Vision, and Pledge.
- Assess Banking Center customers’ financial needs, make recommendations, and refer customers to business partners for Bank products and services.
- Accept and accurately process financial service transactions.
- Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures while identifying product opportunities and making qualified referrals.
- Follow security, audit, and compliance procedures.
- Achieve production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls to acquire or expand customer relationships.
- Partner effectively with branch staff and peers to support a collaborative team environment and meet goals.
- Monitor performance against Banking Center goals and adjust individual activities as needed.
- Conduct outbound calling using customer lists, promote Bank products, and make appropriate business-line referrals based on location goals.
- Educate the Bank team on identifying opportunities to advance customers’ financial wellness.
- Support daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
- Participate in regular staff meetings.
- Explain banking products and professionally resolve customer and prospective-customer problems or 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 to protect people and the Banking Center from criminal or fraudulent activity and unnecessary risks.
- Protect sensitive information and keep customer business confidential and securely stored.
- Answer incoming telephone calls and perform additional duties that support Banking Center success.
- Generate new financial relationships through outbound calling, internal business development, and customer relationship building.
Benefits
- 17 days of PTO (Paid Time Off)
- 5 days of STD (Short Term Disability)
- 11 annual paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Health Care Flexible Spending
- Dependent Care Flexible Spending
- Transportation Fringe Benefit Plan
- Group Life
- Long Term Disability
- Optional Life
- Access to voluntary benefit products, including Cancer, Term & Universal Life, Accident, Short-Term Disability, and Critical Illness policies
- Other ancillary benefit products
- 401(k) with employee match
- Approved overtime eligibility
- Referral incentives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
