Jobs

    Customer Service Advocate - Petersburg, United States - Blue Ridge Bank

    Blue Ridge Bank
    Blue Ridge Bank Petersburg, United States

    3 weeks ago

    Default job background
    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

    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

    Education:
    • High school diploma or equivalent.
    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 required.
    • 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.
    Preferred Qualifications:
    • Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.
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