Customer Service Advisor 1 - Float - Administration LOU

WesBanco Bank•Sellersburg, IN

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and processes account transactions. The role responds to the needs of the Banking Center by providing Customer Service Representative and sales platform support as needed. The CSA builds consumer and business relationships and promotes the Bank’s products and services while complying with Bank policies, procedures, security measures, and audit requirements. The CSA serves customers through financial transactions, opening deposit accounts, needs assessment, recommendations, referrals, onboarding, and outbound calling. The role also supports day-to-day Banking Center operations, including open and close procedures, vault duties, cash controls, inventory, and customer service. The CSA works collaboratively with branch staff and business partners to meet Banking Center goals and may participate in community service opportunities in the relevant community or market.

Requirements

High school diploma or General Education Degree (GED) required.
At least 3 years of cash handling, sales, and customer service experience required.
Strong product knowledge appropriate to the level of selling and product promotion expected in the position.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interact effectively, build positive customer relationships, and communicate concepts, ideas, and product information clearly verbally and in writing.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and handle situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-form instructions.

Nice To Haves

At least 1 year of banking experience preferred.
Sound mathematical and analytical skills preferred.

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend relevant products and services, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Achieve production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Build and expand consumer and business relationships through relationship development and business development activities.
Use customer lists to conduct outbound calling and promote Bank products and appropriate business-line referrals.
Partner with branch staff and peers to support a collaborative team environment and meet goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Educate the Bank team on identifying opportunities to advance customers’ financial wellness.
Support daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Explain banking products and professionally resolve customer problems and issues.
Build working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
Maintain security controls and protect the Banking Center against criminal, fraudulent, and other unnecessary risks.
Keep sensitive information and customer business confidential and secure.
Answer incoming telephone calls and perform additional duties supporting the Banking Center.
May participate in community service opportunities in the specific community or market.