Customer Service Advisor 1 - Waldorf Rte. 5

WesBanco Bank • Waldorf, MD

2d

About The Position

The Customer Service Advisor fosters a positive work environment and provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the needs of the Banking Center by providing customer service and sales platform support, building consumer and business relationships, and promoting the Bank’s products and services. The Advisor follows established Bank policies, procedures, and security measures; operates as a Customer Service Representative; opens deposit accounts; and assesses customer needs to recommend or refer appropriate products and services.

The position includes outbound calls for customer onboarding, new-customer prospecting, and promotion of products to new and existing retail banking relationships. The Advisor supports daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements. The role may also include participation 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, or customer-service experience required.
• Ability to interact effectively with customers and build positive relationships.
• Ability to communicate clearly, verbally and in writing, including explaining concepts, ideas, and product information.
• Strong product knowledge appropriate to the expected level of selling and product promotion.
• Excellent organizational skills, ability to multitask, and flexibility.
• Ability to solve practical problems and work with variables in situations with limited standardization.
• Ability to interpret instructions provided in written, oral, diagram, or schedule form.

Nice To Haves

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

Responsibilities

• Model the standards of the Bank’s Mission, Vision, and Pledge.
• Assess customers’ financial needs, recommend products and services, and refer customers to business partners as appropriate.
• Accept and accurately process financial service transactions.
• Open deposit accounts and operate a cash drawer, following balancing and cash-handling procedures.
• Follow security, audit, compliance, and other established Bank procedures.
• Meet production and referral goals through customer consultations, outbound calls, partner referrals, and onboarding calls.
• Work with branch staff and peers to support team goals and adjust activities as needed to meet Banking Center goals.
• Make outbound calls using customer lists and promote Bank products, including appropriate business-line referrals.
• Help 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 effective working relationships with internal business partners and seek constructive peer feedback when appropriate.
• Use sound judgment and follow guidelines and procedures, seeking assistance when needed.
• Maintain security controls and protect sensitive customer information and business confidentiality.
• Answer incoming telephone calls and perform additional duties to support the Banking Center.
• Generate new financial relationships through outbound calling, internal business development, and customer relationship building.
• May participate in community service opportunities in the local community or market.

Benefits

• 17 days of paid time off (PTO)
• 5 days of short-term disability (STD)
• 11 annual paid holidays
• Medical insurance
• Dental insurance
• Vision insurance
• Health Care Flexible Spending Account
• Dependent Care Flexible Spending Account
• Transportation Fringe Benefit Plan
• Group Life
• Long-term disability
• Optional Life
• Voluntary benefit products, including Cancer, Term and Universal Life, Accident, Short-Term Disability, and Critical Illness policies
• Other ancillary benefit products
• 401(k) with employee match
• Eligible for approved overtime and referral incentives

What This Job Offers

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