Customer Service Advisor Fort Thomas, KY

Essential Functions

• Excellent Customer Service
• Operational and Security Proficiency
• Identify referral opportunities
• Relationship building
• Promotion of Bank's products and services
• Business development (inside and outside)

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.

Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. They must be responsive by recognizing the immediate needs of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed.

The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank's products and services. From an operational standpoint, the CSA complies with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.

In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting new Retail customers, and consistently promoting bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.

Consideration for location will be our Fort Thomas, KY office.

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Initiate conversations to effectively assess the financial needs of Banking Center customers and recommend and refer customers to business partners for promotion of bank products and services.

Accurately processes all financial service transactions.

Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures, uncovering other opportunities for products and services, and making qualified referrals.

Complies and operates within security and audit procedures.

Consistently achieves production and referral goals through relationship development activities, including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.

Communicates and partners effectively with branch staff and peers to promote a team environment to ensure goals are met.

Sets priorities by continually monitoring performance against the banking center goals, adjusting individual activities as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center using customer lists, promoting bank products consistently and making appropriate business line referrals as defined by location goals.

Educates bank team on uncovering opportunities to help advance the financial wellness of customers.

Supports day‑to‑day operations including customer service, open and close procedures, vault duties, control of cash levels, adequate inventory supply, audit, and compliance requirements.

Actively participates in regular staff meetings.

Provides service to customers and prospective customers on various banking matters, including explanation of products offered and professional resolution of problems or issues.

Builds successful working relationships with internal business partners and seeks constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making, follows established guidelines and procedures, and utilizes appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations, and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential in a secured location.

Contributes to a team environment to serve customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Banking is a highly regulated industry and you will be expected to acquire and maintain proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that apply to your conduct and the work you will be performing. You will also need to complete all assigned compliance training in a timely manner.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and clearly express concepts, ideas, and product information…