Chesapeake Financial Shares, Inc.

Customer Service Associate

US-VA-Richmond
5501 Patterson Ave.
Category
Customer Service/Support

Overview

 

 

Chesapeake Bank

  

Want to work for a solid financial institution that expects 110% from its employees and rewards them accordingly? We work as a team and have high levels of engagement from our employees. A primary driver of engagement is job satisfaction. Contributors to this high level of job satisfaction are the Chesapeake benefits plan from competitive healthcare options to a generous vacation allotment. Commitment to community also plays into our job satisfaction. Chesapeake puts great emphasis on the fact that we are only as strong as the communities we serve. Therefore, we contribute dollars and hours of service to our local communities. And, we have fun doing it all!

  

Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.

 

In a typical banking day, you will enjoy a high level of customer contact, and you'll draw 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 leadership, 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.

 

 

SUMMARY:

Everything we do at Chesapeake Bank as an organization and a team creates an experience for us and for our customers. The Customer Service Associate is responsible for having meaningful conversations with our customers that lead to providing them with the right financial products and services. You will also be responsible for processing transactions and/or opening accounts accurately and efficiently. Everything we do as a bank “speaks”, therefore creating an excellent customer experience is essential to your success and that of our organization.

 

Responsibilities

  • Handle a variety of tasks and priorities accurately and efficiently according to established procedures and guidelines including but not limited to: cash handling, risk mitigation, customer authentication, account inquiries, deposits and withdrawals, payments and transfers, loan applications, and new account opening.
  • Follow established policies, procedures, and guidelines to protect both our customers and Chesapeake Bank.
  • Successful completion of internal or external training programs, as well as the required annual training requirements.
  • Maintain complete confidentiality of all customer information.
  • Develop a comprehensive knowledge of products and services offered. Become familiar with referral guidelines and the importance of having a conversation that will lead to cross-selling beneficial products and services to customers.
  • Project a polished, professional, confident image to all customers.
  • Answer the telephone promptly, professionally, and courteously.
  • Help set referral goals and create cross-selling techniques to achieve goals as a team.
  • Physical Requirements may include but are not limited to: ability to lift at least 30 pounds, ability to operate equipment, and ability to communicate both in person and/or by telephone. Reasonable accommodations may be made to enable individuals with disabilities to perform said duties.
  • Travel may be required for training purposes and or assisting other branches.
  • May be required to work Saturdays and/or extended hours.
  • Additional duties and responsibilities may be assigned at your supervisor’s discretion.

Requirements

  • High school diploma or equivalent.
  • 1 year of cash handling and customer service experience.
  • 1 year of financial institution experience preferred.
  • 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.

 

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