C&F Bank

Service Representative (Sandston)

Job Locations US-VA-Sandston
Job ID
2023-2700
# of Openings
1
Posted Date
3 months ago(11/28/2023 2:34 PM)
Category
Retail Banking

Overview

 

C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 95 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships.

 

We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career.

 

The primary objective of this role is to deliver an outstanding C&F Customer Experience to visiting bank customers by responding to expressed customer needs, including branch transaction functions (teller or platform).  The Service Representative is also responsible for proactively contacting current customers to perform ongoing relationship management and C&F Relationship Reviews (consumer and business).

Responsibilities

 

Deliver on the Brand (50%)

  • Role models all aspects of the C&F Customer Experience, to include the C&F Service Experience, the C&F Relationship Review (consumer and business) and C&F Active Site Leadership
  • Performs outbound activity (calls, notes, visits) to assess Customer Experience; anticipates customer needs
  • Uses C&F Customer Experience strategies, specifically the C&F Relationship Review, to retain and deepen current customer relationships; coaches Professional Teller team on same skills as appropriate
  • Ensures full knowledge of all digital banking services through personal utilization of these services in order to effectively communicate all features and benefits to both customers and prospects while also maintaining the ability answer questions regarding functionality
  • Educates customers and prospects on digital banking services options and enrolls as appropriate; role models same behaviors for the team
  • Acquires new customer relationships (small business and consumer) via referrals, proactive small business and community networking

Manages Risk (30%)

  • Complies with all BSA/CIP requirements with all new account and existing customer interactions
  • Submits all customer documentation accurately and in a timely manner
  • Resolves all outstanding file maintenance cases within specified guidelines
  • Takes ownership for leadership of other operational risk management tasks as delegated by Branch Manager
  • Adheres to the Bank’s information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency

Teamwork and Influence (20%)

  • Functions in Professional Teller role as needed/scheduled
  • Provides fill-in staffing to other market branches as needed
  • Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings
  • Coaches other teammates constructively, recognizes teammate performance
  • Educates/coaches and partners with Professional Teller team to achieve referral goals
  • Leads C&F Active Site Leadership when not with a customer to include engaging customers at the Drive Thru
  • Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, and other Operations staff; C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers

Special Projects/Other Duties

  • Assists with special projects and other duties as assigned

Qualifications

Knowledge:     

1+ years of cash handling experience required. 1-2 years branch banking experience preferred.    

 

Skills:             

Strong interpersonal, organizational, time management, and communication skills are required. Strong computer skills also required.    

 

Abilities:

Ability to generate demand through prospecting and setting meetings. Ability to communicate effectively with people at all levels and from all walks of life. Proven ability to deepen and enhance customer relationships.

 

Education:          

HS diploma or GED is required; Associate degree is preferred; a combination of experience and education will be considered.

 

Travel: 10%

 

Physical demands:           

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.

 

Work Environment:       

Work is performed in operational office and a retail branch environment.

 

Note:

This job description contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA).  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization.

 

Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.

 

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