Experienced Customer Service Representative – Delivering Personalized Banking Experiences and Driving Business Growth at blithequark

Introduction to blithequark At blithequark, we pride ourselves on being a top place to work, recognized for our dedication to fostering a supportive, inclusive, and rewarding work environment. For two consecutive years, we have been acknowledged locally and nationally as a great place to work, reflecting our commitment to our employees' growth and well-being. As a leader in the banking industry, we are passionate about delivering exceptional customer experiences and making a positive impact in our communities. We are now seeking an experienced Customer Service Representative to join our team and contribute to our mission of providing personalized and caring client experiences. Job Overview The Customer Service Representative will play a vital role in our Retail Banking department, reporting to the Senior Branch Manager or Branch Manager. This position is responsible for delivering a personalized and caring client experience, efficiently handling sales and service transactions, identifying financial needs, recommending products and services, and engaging business partners to improve the financial well-being of clients. The successful candidate will have a thorough understanding of bank products and services, as well as bank policies and regulations, and will engage in sales and service activities, providing exceptional customer service for current and prospective clients. Key Responsibilities Build and expand banking relationships through proactive customer outreach Service, acquire, and deepen customer relationships, accountable for achieving individual and team sales and servicing goals Develop business and support servicing needs of customers, adapting to the needs of the office and providing customer service in both a transaction processing and sales role Proactively engage customers in conversation about their financial needs, demonstrating knowledge of all bank products and services and the ability to accurately process deposits and lending applications and account opening transactions Engage customers through proactive advice-led consultation, introducing customers to alternative banking solutions, including mobile banking, digital banking, and ATMs/ITMs Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures, including regulatory compliance and assigned compliance training Process transactions and other account servicing requests, greet clients and prospective clients, and provide exceptional customer service and an outstanding banking experience Maintain responsibility for a cash drawer, follow proper balancing procedures, and support daily operations of the office Develop and maintain broad knowledge of products and services to support client needs, referring complex customer needs to the appropriate team member or business partner Identify and resolve client issues in a timely manner, answer phone calls promptly and professionally, and ensure compliance with security and audit procedures Essential Qualifications To be successful in this role, you will need: A High School Diploma or GED, or equivalent business experience 1+ years of financial services experience in retail banking, with demonstrated ability to process transactions and execute an advice-led approach with customers to identify additional products and services Excellent communication skills, both in person and over the phone, with the ability to personalize features and benefits of products and services to customers with varying needs Demonstrated knowledge of bank products and services, as well as a familiar advice-led consultative approach to engaging customers and offering solutions Experience fulfilling customer transaction and service requests, with a strong desire to improve the financial well-being of customers by providing education and advice Excellent interpersonal and communication skills, with the ability to make personal connections, engage clients, and be courteous and professional Preferred Qualifications While not essential, the following qualifications are preferred: A Bachelor's Degree 3+ years of financial services experience in retail banking, with demonstrated ability to process transactions and execute a consultative advice-led approach with customers, successfully opening new accounts Skills and Competencies To excel in this role, you will need to possess: Strong organizational skills, with the ability to multitask and prioritize A self-starter mentality, with the ability to thrive in a team environment Ability to learn and utilize new technology effectively and efficiently Excellent problem-solving skills, with the ability to identify and resolve client issues in a timely manner Career Growth Opportunities and Learning Benefits At blithequark, we are committed to the growth and development of our employees. As a Customer Service Representative, you will have access to: Comprehensive training programs, designed to enhance your knowledge and skills in banking products and services Opportunities for career advancement, with a clear path for professional growth and development A supportive and inclusive work environment, with a focus on teamwork and collaboration Access to industry-leading technology and tools, designed to enhance your productivity and efficiency Work Environment and Company Culture At blithequark, we pride ourselves on our positive and inclusive work environment. As a Customer Service Representative, you will be part of a dynamic and supportive team, with a focus on: Teamwork and collaboration, with a emphasis on open communication and mutual respect Community involvement, with opportunities to participate in local events and charitable initiatives Employee recognition and reward programs, designed to recognize and reward outstanding performance A healthy work-life balance, with flexible scheduling and remote work options available Compensation, Perks, and Benefits As a Customer Service Representative at blithequark, you will be eligible for a competitive compensation package, including: A competitive salary, with opportunities for bonuses and incentives Comprehensive benefits package, including medical, dental, and vision insurance, as well as a health savings account and flexible spending account options Company-paid life insurance, long-term disability, and short-term disability coverage Voluntary offerings, including life, critical illness, accident, hospital indemnity, and personal accident insurance Tuition reimbursement program, designed to support your ongoing education and development Employee referral program, with rewards for referring talented candidates to our team Wellness reimbursement program, designed to support your physical and mental well-being Star Volunteer Program, with opportunities to participate in local community events and charitable initiatives Employee banking and financial perks, including discounted banking services and financial products Paid time off (PTO) and company-paid holidays, designed to support your work-life balance Conclusion If you are a motivated and customer-focused individual, with a passion for delivering exceptional banking experiences, we encourage you to apply for this exciting opportunity. As a Customer Service Representative at blithequark, you will be part of a dynamic and supportive team, with opportunities for career growth and development. Apply now to join our team and start your journey with blithequark today! Apply for this job