Facilitate 3rd party integration troubleshooting. Level 2 Support for Client Services.

Support specialist act as the front-line support for our users. We address financial and technical questions for a complex software package. We are responsible for:-Creating and delivering advanced-planning techniques utilizing MoneyGuidePro-Interpreting, prioritizing and evaluating incoming questions from users-Communicating effectively with advisors, assistants, and enterprise clients.-Conducting webinars and in-person training (potential for business travel).-Collaborating on internal, team-specific projects involving our sales, legal, technology development, and training team

This primary objective of this role is to acquire new consumer and small business relationships via active and organized prospecting, meeting-setting, and subsequent execution of The C&F Relationship Review (consumer and small business). Additional objectives include deepening and retaining current customer relationship using the same strategies and superior collaboration with all partners and teammates.

The service representative will ensure service excellence by owning and servicing all customer needs on the platform, behind the teller line, and on the phone. It is the responsibility of the service rep to approach and engage all customers as well as utilize strong communication skills to identify customer needs and generate relationship-building opportunities. The service representative will also serve as a role model in the branch for promoting a fun, exciting environment while maintaining the utmost professionalism.

Teller Operations Specialists are primarily responsible for driving day-to-day operational excellence on the Teller line, ensuring compliance and procedural requirements are met, and coaching Tellers to high performance levels. Duties of a Teller Operations Specialist are as followed:-Coaching and training the teller team to process transactions accurately, efficiently in accordance with established policies and procedures-Creating a positive team environment in the banking center by modeling appropriate behaviors-Assisting teller associates by using in-depth policy and procedure knowledge to handle more complex transactions and issues-Maintaining the highest level of customer service standards while consistently delighting our customers and exceeding expectations-Ensuring banking center compliance is within federal regulations-Working closely and providing input to the Banking Center Manager and Assistant Manager to continually improve banking center performance-Creating workforce stability by cultivating an engaged, spirited and well-coached team-Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures