Customer Service Advisor 2 - New Martinsville - Part Time

WesBanco Bank•New Martinsville, WV

11d

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the needs of the Banking Center by providing customer service representative and sales-platform support as needed, building consumer and business relationships, and promoting the Bank’s products and services. The CSA follows Bank policies, procedures, and security measures; operates as a customer service representative; opens new deposit accounts; and identifies 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 Bank products to new and existing relationships. The position supports daily Banking Center operations, helps meet production and referral goals, maintains customer confidentiality, and may participate in community service opportunities in the local community or market.

Requirements

High school diploma or General Education Degree (GED) required.
At least 6 months of banking experience required.
At least 3 years of cash-handling, sales, and customer-service experience required.
Ability to generate new financial relationships through outbound calling, internal business development, and customer-base development.
Ability to interact effectively, build positive customer relationships, and 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 work with varied situations where standardization is limited.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.

Nice To Haves

Sound mathematical and analytical skills preferred.

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customer financial needs, recommend appropriate 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, following balancing and cash-handling procedures.
Meet production and referral goals through customer consultations, outbound calls, referrals, and onboarding activities.
Conduct outbound calls using customer lists to acquire new customer relationships and expand existing consumer or business relationships.
Promote Bank products and make appropriate business-line referrals based on location goals.
Partner effectively with Banking Center staff and peers to support team goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Educate the Bank team on identifying opportunities that support customers’ financial wellness.
Support day-to-day 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 or issues.
Build productive 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 to protect the employee and Banking Center from criminal, fraudulent, or other risks.
Protect sensitive information and keep customer business confidential and secure.
Answer incoming telephone calls and perform additional duties supporting the Banking Center.