Customer Service Associate

About the Role

As a Customer Service Associate at Chesapeake Bank, you'll be the friendly face that our customers rely on for their banking needs. You'll provide exceptional service, assist with transactions, and ensure every customer leaves with a smile. In a typical banking day, you will enjoy a high level of customer contact, drawing upon your own product knowledge, cash handling experience, and service training.

You will make a difference by assessing a client’s financial needs and delivering first–rate service to help them reach their goals. Every day will be different. You will spend some time on the teller line, at a sales and service desk, and promoting Chesapeake Bank in the surrounding neighborhood. Chesapeake Bank is committed to empowering and developing our employees, so you will be backed by state–of–the–art industry software, help–desk support, and training resources.

You'll have prestige, security and room to grow offered by a large company, and the intimacy of a neighborhood bank, where you'll know customers by name, and work in a team–oriented environment.

Our team is known for high levels of employee engagement, consistently ranking in the top 200 banks in yearly external engagement surveys. We offer competitive benefit plans and high levels of job satisfaction. Chesapeake understands that we are only as strong as the communities we serve, therefore we believe in giving back to our local communities through service hours and financial contributions.

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career advancement.
• A supportive and inclusive work environment.
• The chance to make a significant impact within a dynamic organization.

• Being friendly and engaging in conversations, connecting with customers and visitors alike.
• Asking questions to get to know the customer and building relationships.
• Listening with patience and offering advice that’s concise and easy to understand.
• Knowledge of bank products and services including other lines of business.
• Connecting customers to digital options which may make banking easier.
• Working as a part of a team to help customers succeed financially.
• Engaging with customers via phone, text or email.
• Interacting with integrity and professionalism with customers and team members.
• Actively listening, eliciting information, comprehending customer issues and recommending solutions.
• Ensuring all procedures are followed in accordance with Bank policy and Federal regulations.
• Effective organizational, multi‑tasking, and prioritizing skills.
• Maintaining a cash drawer including taking in and giving out cash and balancing consistently.
• Accurately and efficiently processing transactions.
• Opening new accounts and completing service requests.
• Identify potential fraud and take appropriate action to prevent loss.
• Exercising judgment and raising questions to management.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Understand this role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
• Flexibility to learn and grow as new systems, technology or processes emerge.
• Taking ownership of career development through training opportunities.
• Managing additional duties and responsibilities as assigned by Supervisor.
• Adding fun to your day.

Customer Service Associates at Chesapeake Bank play a vital role in our customers’ banking experience. You will have meaningful conversations with our customers that lead to building relationships and providing them with products, services and digital options which best meet their financial needs.

• High school diploma or equivalent.
• 1 year of Retail, Sales or customer service experience.
• 6 months of cash handling experience preferred.
• 1 year of financial institution experience preferred.
• Basic Microsoft Office skills.
• Ability to stand for extended periods of time.
• Ability to lift at least 30 pounds.
• Ability to work weekends as needed or scheduled.
• Travel may be required for training purposes and/or assisting other locations.
• Demonstrate a strong aptitude in mathematics and be versatile in the use of computer applications and programs.
• Proficient verbal, written, and interpersonal communication skills.
• Effective sales and cross‑selling skills.
• Good analytical and organizational skills.
• Flexibility to learn and grow as new systems or processes emerge.
• Willingness to follow instructions and work under established guidelines.