Customer Service Advisor 1 - Peachtree

WesBanco Bank, Inc.•New Albany, IN

10d•Onsite

About The Position

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSAs 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 making 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

High School Diploma or General Education Degree (GED) required.
Minimum of one year of banking experience preferred.
Minimum of three years of Cash Handling, Sales, and Customer Service experience preferred.
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.
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.

Responsibilities

Operating as a CSR
Opening new deposit accounts
Connecting with customers to determine their needs
Making recommendations and referrals for products and services to internal and external partners
Initiating outbound telephone calls focused on proper customer onboarding efforts
Prospecting of new Retail customers
Consistent promotion of bank products of new and existing Retail banking relationships
Participating in community service opportunities
Personally modeling the standards of the Bank's Mission, Vision, and Pledge.
Initiating conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.
Accepting and accurately processing all financial service transactions
Operating a cash drawer while following proper balancing and cash handling procedures
Uncovering other opportunities for products and services as well as making qualified referrals.
Complying and operating within security and audit procedures.
Consistently achieving production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.
Communicating and partnering effectively with branch staff and peers to promote team environment to ensure goals are met.
Setting priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals.
Executing consistent, outbound calling activities inside the banking center by utilizing customer lists.
Promoting bank products consistently and making appropriate business line referrals as defined by location goals.
Educating bank team on uncovering opportunities to help advance financial wellness of customers.
Supporting proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participating in regular staff meetings.
Providing service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Building successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrating sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintaining prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintaining a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contributing to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.