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Virginia Beach

    Customer Service Advocate - Virginia Beach, United States - Blue Ridge Bank

    Blue Ridge Bank
    Blue Ridge Bank Virginia Beach, United States

    4 weeks ago

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    Description

    Job Type

    Full-time

    Description

    Position Purpose:

    This position is responsible for demonstrating a passion for excellence while assisting new and existing customers with their immediate, short-term and long-term financial needs through the handling of transaction, new account openings, and appropriate partner referrals and complying with regulations, policies, and procedures.

    Required work experience and abilities:

    Qualified applicants will be filling in at all Blue Ridge Bank locations across our footprint as needed to fill staffing needs. A high level of flexibility is required. Must have personal transportation and a valid state driver's license and proof of insurance.

    Responsibilities:

    •Deliver outstanding service while performing a variety of customer transactions and inquiries.

    •Offer guidance to customers and provide a full spectrum of customer services.

    •Set, achieve, and exceed service standards by adhering to established Service Quality Standards.

    •Achieve individual sales goals.

    •Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank's products/services.

    •Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner.

    •Identify opportunities to grow relationships and independently call on and develop new, existing, and prospective consumer and business customers.

    •Complete arrangements and documents for special services.

    •Stay informed of industry trends, competitor information, and maintains knowledge of the Bank's products/services and pricing.

    •Utilize software to identify customers' needs and refer to other lines of business.

    •Perform branch functions and support other branch employees.

    •Adhere and help to ensure adherence to operational guidelines.

    •Audit drawers and perform spot checks on cash drawer limits when necessary.

    •Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment.

    •Endure satisfactory audit ratings are achieved at the branch level.

    •May provide Notary services, Signature Guarantee and serve as back up for branch leadership when necessary.

    •Maintain compliance with and adhere to all state and federal regulations and bank policies.

    •Other tasks as assigned.

    •Create value for the bank and its employees.

    •Be a good teammate.

    •Live our core values.

    Organizational Relationship

    This position reports to the Branch Manager or Regional Manager.

    Position Administration

    Position Code: Administrative Support Service Worker

    FLSA: Non-Exempt

    Requirements

    Minimum Qualifications:

    •High School diploma or GED Equivalent

    •12 months banking experience preferred

    •Valid Driver's License and proof of insurance

    Skills:

    •Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).

    •Strong presentation skills.

    •Demonstrated track record of meeting sales and service goals.

    •Organizational skills and attention to detail.

    •Strong decision-making/problem resolution skills.

    Abilities:

    •Work all branch hours, including weekend and evenings as needed

    •Attention to detail with accuracy.

    •Ability to operate on a team.

    •Ability to ask questions and build rapport.

    •Must maintain internal and external confidentiality.

    •Successful completion of the required background checks.

    Physical Requirements:

    •Ability to clearly speak, hear, see and communicate with our customers

    •Ability to stand or sit for up to four hours at a time

    •Ability to perform repetitive finger, hand, and arm movement

    •Ability to regularly kneel/ reach/ bend/ push/pull/carry coin bags up to 25 pounds

    Schedule:

    • 8-hour shift on average
    • Day shift
    • Monday to Friday, weekends as needed.
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