Customer Service Advisor 1 - Ft. Lauderdale

WesBanco Bank, Inc.•Fort Lauderdale, FL

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role supports the Banking Center by responding to its needs throughout the day, providing customer service and sales platform support, building consumer and business relationships, and promoting the Bank’s products and services. The CSA follows established Bank policies, procedures, security measures, and operational controls. The CSA operates as a Customer Service Representative, opens new deposit accounts, handles cash, and speaks with customers to understand their needs and recommend or refer products and services 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 banking relationships. The CSA may participate 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 interact effectively with customers, build positive relationships, and communicate clearly verbally and in writing.
Strong product knowledge appropriate to the position’s sales and promotion responsibilities.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagrammatic, or schedule-based 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 customers’ financial needs, recommend appropriate products and services, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open deposit accounts and operate a cash drawer while following balancing and cash-handling procedures.
Identify opportunities for additional products and services and make qualified referrals.
Follow security, audit, compliance, and operational procedures.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Partner effectively with branch staff, peers, and internal business partners to support team 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 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.
Use sound judgment and established guidelines, procedures, and resources to make decisions.
Protect customers and the Banking Center from criminal, fraudulent, and other unnecessary risks by maintaining prescribed security controls.
Keep sensitive information and customer business confidential and secured.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Build new financial relationships through outbound calling, internal business development, and customer loyalty efforts.