Customer Service Advisor 1 - California

WesBanco Bank, Inc.California, MD
$19 - $22

About The Position

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.

Requirements

  • Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
  • Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
  • Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
  • Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
  • Must have excellent organizational skills and the ability to multi-task and to be flexible.
  • Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
  • Sound mathematical and analytical skills preferred.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • High school diploma required.

Nice To Haves

  • Banking, cash handling, sales, and customer service experience preferred.

Responsibilities

  • Excellent Customer Service
  • Operational and Security Proficiency
  • Identify referral opportunities
  • Relationship building
  • Promotion of Bank's products and services
  • Business development (inside and outside)

Benefits

  • The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives.
  • The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
  • WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products.
  • WesBanco also offers 401(k) with employee match.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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