Customer Service Advisor 1 - Float - Administration MOR

WesBanco Bank, Inc.•Marietta, OH

13d

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. The CSA responds to the Banking Center’s needs throughout the day by providing customer service representative and sales platform support. The role builds consumer and business relationships and promotes the Bank’s products and services while complying with Bank policies, procedures, and security measures. Responsibilities include serving as a customer service representative, opening new deposit accounts, processing transactions, and assessing customer needs to make recommendations and referrals to internal and external partners. The CSA also makes 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 relevant community or market.

Requirements

High school diploma or GED required.
At least 3 years of cash-handling, sales, or customer-service experience required.
Strong product knowledge appropriate to the expected level of selling and product promotion.
Ability to interact effectively, build positive customer relationships, and communicate clearly verbally and in writing.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagram, or schedule-based instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs, recommend appropriate products and services, and refer customers to business partners.
Accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures.
Identify product and service opportunities and make qualified referrals.
Follow security, audit, compliance, and other established procedures.
Meet 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 team goals.
Monitor performance against Banking Center goals and adjust priorities and activities as needed.
Use customer lists to make outbound calls, 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, 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 resolve problems professionally.
Build effective relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow established guidelines, procedures, and resources.
Maintain security controls to protect the Banking Center and customers from criminal, fraudulent, and other risks.
Keep sensitive information and customer business confidential and secure.
Answer incoming telephone calls and perform additional duties that support Banking Center success.
Develop new financial relationships through outbound calling, internal business development, and customer relationship building.