Customer Service Advisor 1 - West Palm Beach

WesBanco Bank, Inc.•West Palm Beach, FL

7d•Onsite

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and processes account transactions. The role supports the Banking Center’s immediate needs by providing Customer Service Representative and sales-platform assistance as needed. The CSA builds consumer and business relationships, promotes the Bank’s products and services, and complies with established policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and assessing customers’ needs to make recommendations and referrals to internal and external partners. The CSA initiates outbound calls to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail banking relationships. The role may also involve participating in community service opportunities in the local community or market.

Requirements

High school diploma or GED required.
At least 3 years of cash handling, sales, or 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 clearly communicate concepts, ideas, and product information 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.
Ability to solve practical problems and interpret written, oral, diagram, or schedule-form instructions.

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 Banking Center customers’ financial needs, recommend 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 opportunities and making qualified referrals.
Follow security, audit, and compliance procedures.
Meet production and referral goals through customer consultations, outbound calls, business-partner referrals, and onboarding calls.
Partner effectively with branch staff and peers to support a team environment and achieve goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Conduct outbound calling using customer lists, promote Bank products, and make appropriate business-line referrals.
Educate the Bank team on identifying opportunities that support customers’ financial wellness.
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.
Assist customers and prospective customers with banking matters, explain products, and professionally resolve 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, consulting appropriate resources when needed.
Maintain security controls and protect confidential customer information.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Develop 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.