Customer Service Advisor 2 - Float- Administration MOR
About The Position
The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the 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 while complying with Bank policies, procedures, and security measures. The CSA operates as a customer service representative, opens new deposit accounts, and engages customers to assess their needs, recommend products and services, and make referrals to internal or external partners. The position also involves outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The CSA may participate in community service opportunities in the assigned 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-base development.
- Ability to interact effectively, build positive customer relationships, and clearly communicate concepts, ideas, and product information verbally and in writing.
- Strong product knowledge appropriate to the level of selling and product promotion expected for the position.
- Excellent organizational skills, ability to multitask, and flexibility.
- Ability to solve practical problems and handle situations with limited standardization.
- Ability to 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 customers’ financial needs and recommend or refer them to appropriate business partners for Bank products and services.
- Accurately process financial service transactions, open deposit accounts, and operate a cash drawer using proper balancing and cash-handling procedures.
- Identify additional product and service opportunities and make qualified referrals.
- Follow security, audit, and other established procedures.
- Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
- Communicate and partner effectively with branch staff and peers to support a team environment and achieve goals.
- Monitor performance against Banking Center goals and adjust individual activities as needed.
- Conduct outbound calling using customer lists and promote Bank products, making appropriate business-line referrals.
- 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-level controls, inventory, audit, and compliance requirements.
- Participate in regular staff meetings.
- Serve customers and prospective customers by explaining banking products and professionally resolving problems 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 to protect the employee and Banking Center from criminal or fraudulent activity and unnecessary risks.
- Protect sensitive information and keep customer business confidential and secure.
- Answer incoming telephone calls and perform additional duties supporting 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
