Customer Service Advisor 2 - New Martinsville - Part Time
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 providing customer service representative and sales platform support, building consumer and business relationships, and promoting the Bank’s products and services. The CSA follows established policies, procedures, security measures, and audit requirements. Duties include operating as a customer service representative, opening new deposit accounts, and assessing customer needs to recommend products and make referrals to internal and external partners. The CSA also makes outbound calls to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail banking relationships. The role supports day-to-day Banking Center operations, contributes to team goals, and may participate in community service opportunities in the local community or market.
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 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 in writing and verbally.
- Strong product knowledge appropriate to the position’s expected level of selling and product promotion.
- Strong organizational skills, ability to multitask, and flexibility.
Nice To Haves
- Sound mathematical and analytical skills preferred.
Responsibilities
- Model the Bank’s Mission, Vision, and Pledge.
- Assess customers’ financial needs, recommend Bank products and services, and refer customers to business partners.
- Accept and accurately process financial service transactions.
- Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
- Identify additional product and service opportunities and make qualified referrals.
- Comply with security, audit, control, and other established procedures.
- Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
- Collaborate effectively with branch staff, peers, and internal business partners to support team goals.
- Monitor performance against Banking Center goals and adjust priorities and activities as needed.
- Conduct outbound calling using customer lists and promote products and appropriate business-line referrals.
- Educate the Bank team about identifying opportunities to advance customers’ financial wellness.
- Support daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, and audit and compliance requirements.
- Participate in regular staff meetings.
- Assist customers and prospective customers with banking matters, explain products, and resolve problems professionally.
- Maintain appropriate security controls and protect the Banking Center from criminal, fraudulent, and other risks.
- Keep sensitive customer and business information confidential and secured.
- Answer incoming telephone calls and perform additional duties that support the Banking Center.
- May participate in community service opportunities in the local community or market.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
