Service Representative (Sandston)
$33,000–$33,000 year
On-siteSandston, Virginia, United States
Job Summary
Manage and retain meaningful relationships with customers by responding to expressed needs, including all branch transaction functions, and transitioning branch visits into relationship-building opportunities. Proactively contact current customers to schedule relationship reviews, deepen existing connections, and acquire new relationships through referrals, prospecting, and lead sources. Model the C&F Customer Experience by engaging customers, listening to establish trust, and delivering financial solutions using a consultative approach. Comply with BSA/CIP requirements, submit documentation accurately, and resolve file maintenance cases while adhering to information security policies. Support team sales processes through outbound calls, conduct Relationship Reviews, and partner with Mortgage, Wealth Management, and Treasury Solutions to connect customers with specialized experts. Function in a Professional Teller role as needed, provide fill-in staffing to other branches, and participate in daily huddles and weekly team meetings. Travel to all Bank locations, including subsidiaries, and maintain reliable independent transportation for commuting and business-related travel.
Required Qualifications
- High school diploma or GED
- One year of teller or cash handling experience
- One year of customer relationship building or sales experience
- Excellent interpersonal and communication skills, including a desire to interact with customers and prospects
- Ability to deepen and enhance customer relationships
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements
- Must be able to travel to all Bank locations, including subsidiaries
- Must maintain reliable independent transportation for commuting and business-related travel
- Ability to provide your own transportation is required for this role
- This role requires temporary assignment to a designated training branch for approximately seven to twelve (7-12) consecutive weeks
- Travel to and from the training branch is required
- Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing, or pulling up to 20 pounds
Desired Qualifications
- One year or more of branch banking experience
- Experience with sourcing and prospecting for new clients and relationship building
- General knowledge of bank operations, policies, and procedures
- Ability to generate demand through prospecting and setting meetings
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