Customer Service Advisor 1 - Ft. Lauderdale

WesBanco Bank•Fort Lauderdale, FL

About The Position

The Customer Service Advisor provides excellent customer service while identifying sales opportunities and processing account transactions. The role supports the Banking Center’s daily needs by providing Customer Service Representative and sales-platform support, building consumer and business relationships, and promoting the Bank’s products and services. The Advisor follows established Bank policies, procedures, security measures, and audit requirements. The position includes processing financial transactions, opening deposit accounts, operating and balancing a cash drawer, and assessing customer needs to make suitable recommendations and referrals. It also involves outbound calling for customer onboarding, prospecting, and promoting products to new and existing Retail banking relationships. The Advisor contributes to daily Banking Center operations, collaborates with branch staff and business partners, and may participate in community service opportunities.

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 generate new financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers and build positive relationships.
Ability to communicate concepts, ideas, and product information clearly, verbally and in writing.
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 handle situations with limited standardization.
Ability to interpret written, oral, diagrammatic, 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 make referrals to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate, balance, and handle a cash drawer according to procedures.
Identify opportunities for additional products and services and make qualified referrals.
Follow security, audit, compliance, and established operational procedures.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Communicate and partner with branch staff and peers to support a team environment and meet goals.
Monitor performance against Banking Center goals and adjust individual activities and priorities as needed.
Conduct outbound calls using customer lists and consistently promote Bank products and appropriate business-line referrals.
Educate the bank team on identifying opportunities that support 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.
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 guidelines and procedures, seeking assistance and resources when needed.
Maintain security controls and protect the Banking Center from criminal, fraudulent, and other unnecessary risks.
Protect sensitive information and keep customer business confidential and secured.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Potentially participate in community service opportunities in the local community or market.