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Customer Service Advocate

Virginia Beach, VA | Full Time
Expired

Job Description

Description

Company Introduction:
Blue Ridge Bankshares, Inc. is a multi-state bank holding company that is the parent company of Blue Ridge Bank, N.A., a client-centered financial services company offering commercial banking services throughout Virginia and North Carolina. Blue Ridge Bank currently has over 500 employees with a desire to build an even larger, stronger team. Blue Ridge Bank’s mission is to create financial value and opportunity for our shareholders, customers, employees, and communities by providing evolving, flexible, and customized solutions for the needs of our clients. And, to have fun while doing it.


We strive to be more than your average community bank. We focus on meaningful growth with positive financial results. We want our products and services to improve the quality of life for our customers. Our core values are to act with integrity, to serve others, to commit to success, celebrate achievements, and to enjoy every day.


Position Title: Customer Service Advocate              
Reports To: Branch Manager or Regional Manager

Work Locations: Virginia Beach, VA                            

Remote Capabilities: None                                           


Position Purpose:

This position is responsible for demonstrating a passion for excellence while assisting new and existing customers with their immediate, short-term and long-term financial needs through the handling of transaction, new account openings, and appropriate partner referrals and complying with regulations, policies, and procedures.


Position Responsibilities:

  • Deliver outstanding service while performing a variety of customer transactions and inquiries.
  • Offer guidance to customers and provide a full spectrum of customer services.
  • Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
  • Achieve individual sales goals.
  • Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank’s products/services.
  • Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner.
  • Identify opportunities to grow relationships and independently call on and develop new, existing, and prospective consumer and business customers.
  • Complete arrangements and documents for special services.
  • Stay informed of industry trends, competitor information, and maintains knowledge of the Bank’s products/services and pricing.
  • Utilize software to identify customers’ needs and refer to other lines of business.
  • Perform branch functions and support other branch employees.
  • Adhere and help to ensure adherence to operational guidelines.
  • Audit drawers and perform spot checks on cash drawer limits when necessary.
  • Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment.
  • Endure satisfactory audit ratings are achieved at the branch level.
  • May provide Notary services, Signature Guarantee and serve as back up for branch leadership when necessary.
  • Maintain compliance with and adhere to all state and federal regulations and bank policies.
  • Other tasks as assigned.
  • Create value for the bank and its employees.
  • Be a good teammate.
  • Live our core values.

Education:

  • High school diploma or equivalent.

Skills:

  • Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).
  • Strong presentation skills.
  • Demonstrated track record of meeting sales and service goals.
  • Organizational skills and attention to detail.
  • Strong decision-making/problem resolution skills.

Abilities:

  • Work all branch hours, including weekend and evenings required.
  • Attention to detail with accuracy.
  • Ability to operate on a team.
  • Ability to ask questions and build rapport.
  • Must maintain internal and external confidentiality.
  • Successful completion of the required background checks.

Preferred Qualifications:

  • Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.

Benefits:

  • Medical Health Care Plans: Blue Ridge Bank contributes up to $525.00 dollars towards the cost sharing of the Health Care Plans.
  • Dental
  • Vision
  • Health Savings Account
  • ESOP
  • 401K
  • Life Insurance
  • Paid Leave Time (PLT)
  • Bereavement Leave
  • Observed Legal Holidays: 11 Federal Holidays
  • Short Term Disability
  • Long Term Disability
  • FMLA Leave
  • Parental Leave
  • Continuing Education Plans
  • Tuition Reimbursement Program

Legal Disclaimer:

It is the policy of the Blue Ridge Bank that all aspects of human resource management be conducted without regard to race (or traits historically associated with race including hair texture, hair type, and protective hairstyles such as braids, locks, and twists); sex; color; national origin; religion; sexual orientation; gender identity or expression; age; veteran status; political affiliation; disability; genetic information; and pregnancy, childbirth, or related medical conditions.


Blue Ridge Bank provides reasonable accommodation to applicants with disabilities where appropriate. Applicants requiring reasonable accommodation for any part of the application process should follow the instructions in the job opportunity announcement. For any part of the remaining hiring process, applicants should contact the Blue Ridge Bank Human Resources Department directly at HR@mybrb.bank. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

Skills for Customer Service Advocate

The job skills required for Customer Service Advocate include Customer Service, Products and Services, Microsoft Office, Life insurance, Attention to Detail,and customer relationship etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Advocate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Advocate. Select any job title you are interested in and start to search job requirements.

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Career Path for Customer Service Advocate

The following is the career advancement route for Customer Service Advocate positions, which can be used as a reference in future career path planning. As a Customer Service Advocate, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Advocate. You can explore the career advancement for a Customer Service Advocate below and select your interested title to get hiring information.

How to Become a Customer Service Advocate

If you are interested in becoming a Customer Service Advocate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Advocate for your reference.

Step 1 Understand the job description and responsibilities of a Customer Service Advocate

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