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Customer Service Advocate - Floater - Harrisonburg

Company:
Blue Ridge Bank
Location:
Harrisonburg, VA, 22801
Posted:
May 07, 2024
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Description:

Apply 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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