**Experienced Customer Service Representative – Retail Banking**

Remote, USA Full-time
Are you passionate about delivering exceptional customer experiences and building long-lasting relationships with clients? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to join blithequark's dynamic Retail Banking team as an Experienced Customer Service Representative. At blithequark, we're committed to fostering a supportive, inclusive, and rewarding work environment that empowers our employees to grow and succeed. For two consecutive years, we've been recognized as a Top Place to Work in Rochester and Buffalo, and nationally as a Great Place to Work. These certifications highlight our dedication to creating a workplace culture that values teamwork, innovation, and customer satisfaction. **About the Role** As an Experienced Customer Service Representative, you'll play a vital role in delivering personalized and caring client experiences, 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. You'll have a thorough understanding of bank products and services, as well as bank policies and regulations, and will engage in sales and service activities to provide 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 * Achieve individual and team sales and servicing goals * Develop business and support servicing needs of customers * Adapt to the needs of the office, providing customer service in both a transaction processing and sales role * Proactively engage customers in conversation about their financial needs * Demonstrate knowledge of all bank products and services and ability to accurately process deposits and lending applications and account opening transactions * Engage customers through proactive advice-led consultation * Assist in community events and actively participate in and support blithequark sponsored community initiatives, activities, and programs * Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures * Maintain knowledge of regulatory compliance and complete assigned compliance training * Introduce customers to alternative banking solutions, including mobile banking, digital banking, and ATMs/ITMs * Process transactions and other account servicing requests * Greet clients and prospective clients entering the office, following established customer service guidelines * Provide exceptional customer service and an outstanding banking experience by handling financial transactions accurately and professionally * Maintain responsibility for a cash drawer and follow proper balancing procedures * Support daily operations of the office, including processing night deposit bags, ATM deposits, balancing the vault, ATM, cash recycler, and cash advance machine, or other operational needs * Develop and maintain broad knowledge of products and services to support client needs * Refer complex customer needs to the appropriate team member/business partner * Introduce clients to digital banking solutions, including mobile banking, digital banking, ATMs * Identify and resolve client issues timely * Answer the phone within the office promptly and professionally * Ensure compliance with security and audit procedures * Understand and adhere to established policies and procedures * Maintain knowledge of regulatory compliance requirements and complete assigned compliance training * Demonstrate the standards and principles of the blithequark experience in every interaction with internal and external customers, associates, and stakeholders **Essential Qualifications** * 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 advice-led approach with customers to identify additional products and services * Excellent communication skills, in person and over the phone, with proven ability to personalize features and benefits of products/services to customers with varying needs * Demonstrated knowledge of bank products and services * Familiar advice-led consultative approach to engaging customers and offering solutions * Demonstrated ability to acquire new customers and open new business following operational procedures and requirements * Experience fulfilling customer transaction and service requests * Experience with banking systems and platforms * Experience fostering and developing strong customer relationships * Strong desire to improve the financial well-being of customers by providing education and advice * Excellent interpersonal and communication skills * A self-starter and strong organizational skills with the ability to multitask and prioritize * Ability to thrive in a team environment * Ability to learn and utilize new technology effectively and efficiently * Ability to make personal connections, engage clients, be courteous and professional **Preferred Qualifications** * 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 **Work Environment and Culture** At blithequark, we're committed to creating a workplace culture that values teamwork, innovation, and customer satisfaction. Our employees enjoy a supportive and inclusive work environment, with opportunities for growth and development. We offer a competitive benefits package, including medical, dental, and vision insurance, health savings account, flexible spending account(s), company-paid life insurance, long-term disability, and short-term disability, as well as voluntary offerings, tuition reimbursement, employee referral program, wellness reimbursement program, star volunteer program, employee banking and financial perks, paid time off (PTO), and company-paid holidays. **Compensation and Benefits** The expected rate of pay for this position is competitive and based on a wide range of factors, including relevant skills, training, experience, education, and licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance. **How to Apply** If you're passionate about delivering exceptional customer experiences and building long-lasting relationships with clients, we invite you to apply for this exciting opportunity. Please submit your application through our website, and we'll be in touch to discuss your qualifications further. **Equal Employment Opportunity** blithequark is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace culture that values diversity, equity, and inclusion. **Accommodations** We're happy to provide accommodations for candidates with disabilities. Please let us know if you require any accommodations during the application or interview process. **Contact Us** If you have any questions or would like to learn more about this opportunity, please don't hesitate to contact us. We look forward to hearing from you! Apply for this job
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