Customer Banking Advisor

Mybrb; United States; On-site; USD 35,000 - 49,000; Full time

Job summary

Blue Ridge Bank is seeking a customer service-oriented professional to assist customers with transactions and account services, while supporting sales goals. The role requires accuracy, attention to detail, and the ability to work with a team across branch operations.

You will help with new accounts, referrals, and maintain knowledge of bank products and pricing, ensuring compliance with regulations. The position includes weekend/evening hours and equal opportunity employment.

Qualifications

• Proficiency in MS Office applications (Word, Excel, Outlook).
• Strong presentation and communication skills.
• Track record of meeting sales and service goals.
• Organizational skills and attention to detail.
• Good problem-solving and decision-making abilities.

Responsibilities

• Deliver outstanding service while performing customer transactions and inquiries.
• Offer guidance to customers and provide a full spectrum of customer services.
• Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
• Achieve individual sales goals.
• Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank’s products/services.
• Develop strong customer relationships through follow-up and timely account maintenance.

Skills

MS Office

Presentation skills

Sales & service goals

Attention to detail

Decision-making

Education

High school diploma

Job description

Blue Ridge Bank is seeking a customer service-oriented professional to assist customers with transactions and account services, while supporting sales goals. The role requires accuracy, attention to detail, and the ability to work with a team across branch operations.

You will help with new accounts, referrals, and maintain knowledge of bank products and pricing, ensuring compliance with regulations. The position includes weekend/evening hours and equal opportunity employment.