Customer Service Advisor 1 - Waldorf Rte. 5

WesBanco Bank, Inc.•Waldorf, MD

3d•$20 - $23

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions while supporting the needs of the Banking Center. The role builds consumer and business relationships, promotes the Bank’s products and services, and complies with established policies, procedures, and security measures. Duties include operating as a Customer Service Representative, opening deposit accounts, and connecting with customers to understand their needs and recommend or refer appropriate products and services to internal and external partners. The CSA initiates outbound calls for customer onboarding, new Retail customer prospecting, and promotion of Bank products to new and existing Retail banking relationships. The position may also involve community service opportunities in the local community or market. The CSA supports branch operations and contributes to team goals through customer consultations, referrals, transaction processing, and relationship development.

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 verbally and in writing.
Strong product knowledge appropriate to the role’s selling and promotion responsibilities.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagram, or schedule 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 customers’ financial needs, recommend Bank products and services, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer using proper balancing and cash-handling procedures.
Identify product and service opportunities and make qualified referrals.
Follow security, audit, compliance, and other established procedures.
Achieve 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.
Use customer lists for outbound calls and promote Bank products and appropriate business-line referrals.
Educate Bank staff 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 and prospective-customer questions or problems.
Build effective working relationships with internal business partners and seek constructive feedback when appropriate.
Use sound judgment and follow guidelines and procedures, seeking assistance when needed.
Maintain security controls and protect confidential customer information.
Answer incoming telephone calls and perform additional duties that support the Banking Center.

Benefits

17 days of paid time off (PTO).
5 days of short-term disability (STD).
11 annual paid holidays.
Medical, dental, and vision coverage.
Health Care Flexible Spending Account.
Dependent Care Flexible Spending Account.
Transportation Fringe Benefit Plan.
Group Life and Long-Term Disability coverage.
Optional Life coverage.
Access to voluntary benefit products, including Cancer, Term and Universal Life, Accident, Short-Term Disability, and Critical Illness policies.
Other ancillary benefit products.
401(k) with employee match.
Eligible for approved overtime and referral incentives.