Sr. Customer Service Representative

Job Description

Job Description

We’re looking for a Sr. Customer Service Representative /Financial Services Advisor to provide exceptional service while helping customers navigate their everyday banking and financial needs. This role combines customer service, banking, lending, account management, and relationship building across in-person, phone, and digital channels. You’ll assist with transactions, open and maintain consumer and specialty accounts, process loan applications, support digital banking, and help customers identify financial solutions that align with their goals. This is also an opportunity to take on a higher level of responsibility by handling complex service needs, supporting specialty accounts and IRAs, assisting with branch operations, and mentoring other team members.

Why This Opportunity? This role is a great fit for someone who wants to go beyond basic transactions and become a trusted financial resource for customers. You’ll have the opportunity to build relationships, provide meaningful financial solutions, develop your banking expertise, and support the success of your team. What You’ll Do Provide exceptional service across in-person, phone, and digital channels while building strong customer relationships. Process daily banking transactions and maintain accurate customer accounts. Open and service consumer, specialty, HSA, Trust, Estate, and IRA accounts. Process secured and unsecured loan, credit card, and line-of-credit applications. Identify customer needs and recommend appropriate financial products and solutions. Explain account features, financial products, and requirements clearly and confidently. Assist with digital banking and resolve customer questions, concerns, and escalated needs. Support cash, vault, ATM, night deposit, and other branch operations. Maintain accuracy and compliance with banking, security, and regulatory requirements. Stay current on products, services, and promotions while supporting branch and community outreach. Serve as a resource to other advisors by sharing knowledge, best practices, and coaching team members.

• High school diploma or equivalent required.
• At least 6 months of experience in customer service, retail banking, call center support, or cash-handling environments.
• Strong verbal communication skills with the ability to build rapport and assist customers clearly and professionally.
• Comfort working with computers, Microsoft Office applications, and new service or banking platforms.
• Proven attention to detail with the ability to manage transactions and data entry accurately.
• Dependable work habits and the ability to maintain consistent attendance and professionalism.
• Ability to explain services, processes, and financial information in a way that is easy for customers to understand.
• Flexibility to work varying shifts, including rotating Saturdays.