Primis · 4 months ago
Customer Care Advisor I
Ashland, Virginia, United States
Full-time
Hybrid
Entry Level
2+ years expPrimis is a retail banking institution seeking a Customer Care Advisor I. The role is responsible for providing quality service across multiple channels to bank customers, ensuring a high-quality customer experience.
Financial Services
Responsibilities
Builds relationships and serves customer needs via phone and chat in an efficient, high-quality manner ensuring the best possible customer experience
Understands and consistently meets department KPI’s related to quality and efficiency adhering to quality assurance standards outlined in the quality assurance rubric
Adhere to schedule ensuring that breaks and lunches are taken as indicated by the daily schedule
Receptive to coaching and feedback
Maintains strong understanding of policy, products, procedures, and tools
Effective navigation of multiple systems
Looks for creative solutions for customers for the sake of strong relationships and customer retention
Regular, reliable and predictable attendance
Peer/new hire coaching
Special projects
Product testing
Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices
All other duties as assigned
Qualification
Required
High School diploma required
Ability to work independently with minimal supervision
Superior interpersonal skills. Must be able to effectively communicate with management, bank employees, bank clients, and outside vendors
Knowledge of the banking environment, computer hardware, software applications, networks, and operating systems
Ability to make sound recommendations to management
Excellent organizational and time management skills
Excellent computer skills in current computer technology
Ability to effectively multi-task, work under pressure, and to meet tight deadlines
Excellent written and oral communication skills
Excellent computer skills relevant to Microsoft Office Suites (i.e. Word, Excel, Outlook)
Must be willing to work a combination of early morning, late night, and weekend shifts. Rotating schedule subject to change, flexibility and dependability required
Preferred
Minimum of one year call center experience preferred
Minimum of two years operational experience in a high volume, customer facing environment
Company
Primis
Primis provides a range of financial services to individuals and businesses.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2009-11-01Private Equity
Leadership Team
Dennis Zember
Chief Executive Officer
Recent News
2025-12-19
2025-12-19
2025-12-08
Company data provided by crunchbase