Customer Service Advisor 1 - Bryan Main

WesBanco Bank, Inc.•Bryan, OH

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and performing account transactions. The role supports the needs of the Banking Center throughout the day, 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, and security measures. Responsibilities include operating as a Customer Service Representative, opening new deposit accounts, operating a cash drawer, processing financial transactions, and identifying customer needs through conversations and outbound calls. The CSA makes product recommendations and referrals to internal and external partners, supports customer onboarding and prospecting, and works toward production and referral goals. The position also contributes to daily Banking Center operations, including opening and closing procedures, vault duties, cash controls, inventory, audit and compliance requirements, and customer service. The CSA may participate in community service opportunities in the community or market.

Requirements

High school diploma or General Education Degree (GED).
At least 3 years of cash-handling, sales, or customer-service experience.
Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers, build positive relationships, and clearly communicate concepts and product information verbally and in writing.
Strong product knowledge appropriate to the role’s selling and product-promotion expectations.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagram, or schedule-based instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend suitable 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 balancing and cash-handling procedures.
Comply with security, audit, and other established procedures.
Achieve production and referral goals through customer consultations, outbound calls, business-partner referrals, and onboarding calls.
Partner effectively with branch staff and peers to support team goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Conduct outbound calls using customer lists to promote bank products and make appropriate business-line referrals.
Educate the bank team on identifying opportunities to advance customers’ financial wellness.
Support day-to-day Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Explain banking products and professionally resolve customer problems and issues.
Build constructive working relationships with internal business partners and seek peer feedback when appropriate.
Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
Maintain security controls and protect confidential customer and business information.
Answer incoming calls and perform additional duties that support the Banking Center.