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Customer Service Associate
Customer Service AssociateChesapeake Financial Shares • Richmond, VA, US
Customer Service Associate

Customer Service Associate

Chesapeake Financial Shares • Richmond, VA, US
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  • [job_card.full_time]
[job_card.job_description]

Customer Service Associate

Want to build a successful career with a financial institution that excels in the industry and has fun as one of its corporate values? Our team has high levels of employee engagement, proven in yearly external engagement surveys that rank us in the top 200 banks for multiple years running. We offer competitive benefit plans and have high levels of job satisfaction. Chesapeake puts an emphasis on knowing that we are only as strong as the communities we serve, therefore we contribute service hours and money to our local communities.

Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.

Do you love helping people, solving problems, and making someone's day a little brighter? Join our team as a Customer Service Associate and become the friendly face of our organization!

What You'll Do:

  • Greet customers with a smile (bonus points for remembering names!)
  • Handle transactions with accuracy and care
  • Answer questions and offer solutions like a customer service superhero
  • Keep things organized, secure, and running smoothly
  • Be part of a team that values trust, teamwork, and a little bit of fun

What We're Looking For:

  • A positive attitude and a passion for helping others
  • Strong attention to detail (you notice everything!)
  • Great communication skills
  • Basic computer skills and a willingness to learn
  • Previous cash-handling or customer service experience is a plusbut not required!

What You'll Get:

  • Competitive pay
  • Great benefits (health, retirement, paid time off, and more!)
  • Training and growth opportunities
  • A supportive team that celebrates wins big and small
  • A workplace where your personality shines

In a typical banking day, you will enjoy a high level of customer contact, and you'll draw upon your own product knowledge, cash handling experience, and service training. You will make a difference by assessing a client's financial needs and delivering first-rate service to help them reach their goals. Every day will be different. You will spend some time on the teller line, at a sales and service desk, and promoting Chesapeake Bank in the surrounding neighborhood. Chesapeake Bank is committed to leadership, so you will be backed by state-of-the-art industry software, help-desk support, and training resources. You'll have prestige, security and room to grow offered by a large company, and the intimacy of a neighborhood bank, where you'll know customers by name, and work in a team-oriented environment.

As a Customer Service Associate at Chesapeake Bank you play a vital role in our customers' banking experience. You will have meaningful conversations with our customers that lead to building relationships and providing them with products, services and digital options which best meet their financial needs.

Being friendly and engaging in conversations, connecting with customers and visitors alike

Asking questions to get to know the customer and building relationships

Listening with patience and offering advice that's concise and easy to understand

Knowledge of bank products and services including other lines of business

Connecting customers to digital options which may make banking easier

Working as a part of a team to help customers succeed financially

Engaging with customers via phone, text or email

Interacting with integrity and professionalism with customers and team members

Actively listening, eliciting information, comprehending customer issues and recommending solutions

Ensuring all procedures are followed in accordance with Bank policy and Federal regulations

Effective organizational, multi-tasking, and prioritizing skills

Maintaining a cash drawer including taking in and giving out cash and balancing consistently

Accurately and efficiently processing transactions

Opening new accounts and completing service requests

Identify potential fraud and take appropriate action to prevent loss

Exercising judgment and raising questions to management

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Understand this role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.

Flexibility to learn and grow as new systems, technology or processes emerge

Taking ownership of career development through training opportunities

Managing additional duties and responsibilities as assigned by Supervisor

Adding fun to your day!

High school diploma or equivalent.

1 year of Retail, Sales or customer service experience.

6 months of cash handling experience preferred.

1 year of financial institution experience preferred.

Basic Microsoft Office skills

Ability to stand for extended periods of time

Ability to lift at least 30 pounds

Ability to work weekends as needed or scheduled

Travel may be required for training purposes and/or assisting other locations

Demonstrate a strong aptitude in mathematics and be versatile in the use of computer applications and programs.

Proficient verbal, written, and interpersonal communication skills.

Effective sales and cross-selling skills.

Good analytical and organizational skills.

Flexibility to learn and grow as new systems or processes emerge.

Willingness to follow instructions and work under established guidelines.

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Customer Service Associate • Richmond, VA, US

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