Customer Service Advisor 1 - Float - Administration WHE

WesBanco Bank, Inc. • Bethesda, OH

4d

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The CSA responds to the Banking Center’s needs by providing Customer Service Representative and sales platform support, builds consumer and business relationships, and promotes the Bank’s products and services. The role includes operating as a CSR, opening new deposit accounts, assessing customer needs, and making recommendations and referrals to internal and external partners.

The CSA also makes outbound calls to support customer onboarding, prospect for new Retail customers, and promote Bank products to new and existing Retail banking relationships. The position may include participation in community service opportunities. The CSA complies with Bank policies, procedures, security controls, and audit requirements, and contributes to the daily operations and success of the Banking Center.

Requirements

• High school diploma or General Education Degree (GED).
• At least 3 years of cash handling, sales, and customer service experience.
• Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
• Effective interpersonal and communication skills, including the ability to express concepts, ideas, and product information verbally and in writing.
• Strong product knowledge appropriate to the position’s selling and product-promotion expectations.
• Strong organizational skills, ability to multitask, and flexibility.

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 appropriate products and services, and make referrals to business partners.
• Accurately process financial service transactions, open deposit accounts, and operate a cash drawer using proper cash-handling and balancing procedures.
• Meet production and referral goals through customer consultations, outbound calls, partner referrals, and onboarding calls.
• Develop consumer and business relationships and promote Bank products and services.
• Use customer lists to conduct outbound calling and make appropriate business-line referrals.
• Partner with branch staff and peers to support team goals and a positive team environment.
• Monitor performance against Banking Center goals and adjust priorities and activities as needed.
• Support day-to-day Banking Center operations, including customer service, opening and closing procedures, daily vault duties, cash-level controls, inventory, audit, and compliance requirements.
• Participate in regular staff meetings and educate the bank team on identifying opportunities to advance customers’ financial wellness.
• Explain banking products and professionally resolve customer problems and issues.
• Build effective 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 sensitive customer information.
• Answer incoming telephone calls and perform additional duties to support the Banking Center.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED