Customer Service Advisor 1 - Float - Administration MIA

WesBanco Bank, Inc.•Clarksburg, MD

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. The role supports the Banking Center by responding to its needs throughout the day and 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. The CSA operates as a Customer Service Representative, opens new deposit accounts, handles cash, assesses customer needs, and makes product recommendations and referrals to internal and external partners. The role also includes outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail relationships. The CSA may participate in community service opportunities in the applicable community or market.

Requirements

High school diploma or GED required.
At least 3 years of cash-handling, sales, and customer-service experience required.
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 product knowledge appropriate to the level of selling and product promotion expected for the position.
Excellent organizational skills, ability to multitask, and flexibility.

Nice To Haves

At least 1 year of banking experience preferred.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and handle situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.

Responsibilities

Model the standards of the Bank's Mission, Vision, and Pledge.
Assess Banking Center customers' financial needs, recommend Bank 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 while identifying additional product and service opportunities.
Comply with security, audit, and other established procedures.
Achieve production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Communicate and partner effectively with branch staff and peers to support the team and meet goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Make 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, daily vault duties, cash-level controls, inventory supplies, audit, and compliance requirements.
Participate in regular staff meetings.
Serve customers and prospective customers by explaining banking products and professionally resolving 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 to protect people and the Banking Center from criminal or fraudulent activity and unnecessary risks.
Keep sensitive information and customer business confidential and secured.
Answer incoming telephone calls and perform additional duties that support the Banking Center.