Customer Service Advisor - Franklin Square - Frankfort, KY

Overview

Customer Service Advisor - Franklin Square

Location:

Franklin Square, Frankfort, Kentucky, United States. This position is 100% in office. Location consideration will be at the Franklin Square branch in Frankfort, KY. Market:
Lexington. Work Hours per Week: 37.5.

Full-time

Retail Services

Frankfort, Kentucky, United States

• Provide excellent customer service while identifying sales opportunities and performing account transactions.
• Recognize the immediate needs of the Banking Center and proactively provide CSR and sales platform support as needed.
• Engage in consumer and business relationship building with a focus on daily sales initiatives.
• Operate in compliance with all Bank policies, procedures, and security measures.
• Support the banking center’s sales and operational objectives as assigned.

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

• Model the Bank s Mission, Vision, and Pledge.
• Assess financial needs of Banking Center clients and recommend appropriate solutions
• Process all financial service transactions accurately
• Manage CSR cash drawer and balance cash handling procedures
• Comply with security and audit procedures
• Meet and exceed defined sales goals for loans, deposits, referrals, and profitability
• Promote sales culture and reach individual and team sales goals
• Collaborate with branch staff to meet goals
• Monitor performance against goals and adjust strategies as needed
• Conduct outbound calling activities and promote bank products
• Educate team on uncovering opportunities to advance customers  financial wellness
• Set priorities and implement defined sales and service activities
• Promote products and services to support growth
• Support daily operations including open/close, vault duties, cash controls, inventory, and compliance
• Participate in regular sales and staff meetings
• Provide service on banking matters and resolve issues professionally
• Build relationships with internal partners and solicit constructive feedback
• Demonstrate sound judgment and follow guidelines with available resources
• Maintain security controls to protect against fraud and risk
• Maintain confidentiality of sensitive information
• Support team in answering inquiries and handling additional duties
• Cross-trained to assist with operational duties

• Proficiency in bank policies, procedures, and compliance training; ability to complete compliance training timely
• Willingness to register and maintain NMLS; comply with S.A.F.E. Act requirements
• Proficient in Microsoft Outlook 365 and banking software
• Strong consumer lending skills preferred
• Ability to generate new financial relationships via outbound calling and internal business development
• Excellent verbal and written communication; ability to explain concepts and product information clearly
• Strong product knowledge for selling bank products
• Ability to interpret varied instructions
• Good mathematical and analytical skills
• Excellent organizational skills; ability to multi-task and be flexible
• Physical ability to lift up to 25 lbs
• Availability to work all hours of operations