Banking Customer Advocate & Sales Specialist

Investar Bank, National Association; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Investar Bank, National Association in Baton Rouge is seeking a Customer Service Representative to support branch operations and financial services. You will handle new accounts, maintenance, and cross-sell services while building strong customer relationships.

The role emphasizes accuracy, teamwork, and initiative, with opportunities to contribute to sales goals and provide professional service. A HS diploma is required, and prior CSR experience is preferred.

Qualifications

• 2+ years of sales experience required.
• Prior CSR experience preferred.
• High School diploma or equivalent required.
• Ability to read and write well enough to communicate in both oral and written form.

Responsibilities

• Performs daily office responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, and completing delegated reports and projects as scheduled.
• Handles daily branch tasks in addition to customer activity, balancing and monitoring cash items, crediting holdover accounts, preparing statements of condition, ordering and preparing cash shipments.
• Promotes good customer relations by consistently providing premier customer satisfaction; has developed rapport with the customer base.
• Consistently meets or exceeds sales goals as set by banking center management for a commensurate level of CSR.
• Initiates sales and cross-selling bank products and services to customers, so that personal and bank goals are met and/or exceeded.
• Maintains a well-developed working knowledge of the complete line of products and services offered; keeps up to date and requests assistance for further development needs.
• Handles complex customer problems with professionalism.
• Assists supervisor in establishing objectives and carrying out plans for the branch.
• Ensures that own work is in compliance with all applicable laws, regulations, policies, and guidelines.
• All other duties as assigned.

Skills

Sales experience

Customer service

Teamwork

Professional image

Communication

Education

High School diploma or equivalent

Job description

Investar Bank, National Association in Baton Rouge is seeking a Customer Service Representative to support branch operations and financial services. You will handle new accounts, maintenance, and cross-sell services while building strong customer relationships.

The role emphasizes accuracy, teamwork, and initiative, with opportunities to contribute to sales goals and provide professional service. A HS diploma is required, and prior CSR experience is preferred.