Customer Service Advisor 1

About the Role

• This position is 100% in-office at the Napoleon North Office in Napoleon, OH.

Key Responsibilities

• Fosters a positive work environment.
• Provides excellent customer service.
• Identifies sales opportunities.
• Performs account transactions.
• Supports the Banking Center with customer service and sales platform needs.
• Builds consumer and business relationships.
• Promotes the Bank's products and services.
• Complies with all established Bank policies, procedures, and security measures.
• Operates as a Customer Service Representative (CSR).
• Opens new deposit accounts.
• Connects with customers to determine needs and makes recommendations/referrals for products and services.
• Initiates outbound telephone calls for customer onboarding, prospecting, and product promotion.
• May participate in community service opportunities.
• Models the standards of the Bank's Mission, Vision, and Pledge.
• Accepts and accurately processes financial service transactions.
• Operates a cash drawer, follows balancing and cash handling procedures.
• Complies with security and audit procedures.
• Achieves production and referral goals through relationship development, customer consultations, outbound calls, and referrals.
• Communicates and partners effectively with branch staff.
• Sets priorities and adjusts individual activities to meet banking center goals.
• Executes outbound calling activities.
• Educates bank team on uncovering opportunities for customer financial wellness.
• Supports day-to-day operations, including customer service, open/close procedures, vault duties, cash levels, inventory, audit, and compliance.
• Participates in staff meetings.
• Provides service to customers on various banking matters, explains products, and resolves problems.
• Builds working relationships with internal business partners.
• Demonstrates sound judgment and decision-making, following established guidelines.
• Maintains prescribed security controls.
• Keeps sensitive information confidential.
• Contributes to a team environment by answering calls and performing additional duties.

Requirements & Tech Stack

• Cash Handling
• Sales
• Customer Service
• Business Development
• Interpersonal and Communication Skills
• Product Knowledge
• Organizational Skills
• Ability to multi-task
• Flexibility
• Mathematical and Analytical Skills
• Reasoning Ability

Qualifications

• High School Diploma or General Education Degree (GED) required.
• Minimum of 3 years of Cash Handling, Sales, or Customer Service experience required.
• Minimum of 1 year of Banking Experience preferred.