Customer Service Advisor 1 - Newport, KY

WesBanco Bank, Inc.•Newport, KY

12h

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and performing account transactions. The role responds to the needs of the Banking Center throughout the day, providing Customer Service Representative and sales platform support as needed. The CSA builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, and security measures. Duties include operating as a CSR, opening new deposit accounts, and assessing customer needs to make recommendations and referrals to internal and external partners. The CSA also makes outbound calls to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail banking relationships. The role may include participation in community service opportunities in the relevant community or market.

Requirements

High school diploma or General Education Degree (GED).
At least 3 years of cash-handling, sales, or customer-service experience.
Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship-building.
Ability to interact effectively with customers, build positive relationships, and communicate concepts and product information clearly in writing and verbally.
Strong product knowledge appropriate to the position’s sales and promotion expectations.
Excellent organizational skills and ability to multitask and remain flexible.
Ability to solve practical problems and interpret written, oral, diagrammatic, or schedule-based instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs and recommend or refer them to business partners for relevant products and services.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures while identifying additional opportunities and making qualified referrals.
Comply with security, audit, and operational 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 team goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Conduct outbound calls using customer lists, 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.
Serve customers and prospective customers by explaining banking products and professionally resolving issues.
Build effective working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
Maintain security controls and protect the Banking Center against criminal, fraudulent, and other risks.
Protect sensitive information and keep customer business confidential and secure.
Answer incoming telephone calls and perform additional duties that support the Banking Center.