Customer Service Advisor 2 - Ft. Lauderdale

WesBanco Bank•Fort Lauderdale, FL

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and processes account transactions. The role supports the Banking Center’s needs 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 Bank policies, procedures, security measures, and audit requirements. The CSA processes financial transactions, opens deposit accounts, operates and balances a cash drawer, and consults with customers to understand their financial needs and recommend or refer appropriate products and services. The role also involves outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The CSA contributes to daily Banking Center operations, team goals, and customer service, and may participate in community service opportunities in the relevant community or market.

Requirements

High school diploma or General Education Degree (GED).
At least 6 months of banking experience.
At least 3 years of cash-handling, sales, and customer-service experience.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interact effectively with customers and build positive relationships.
Ability to communicate concepts, ideas, and product information clearly, verbally and in writing.
Strong product knowledge appropriate to the level of selling and product promotion expected.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and work with variables in situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-form instructions.

Nice To Haves

Sound mathematical and analytical skills.

Responsibilities

Provide excellent customer service and professionally resolve customer issues.
Assess customers’ financial needs and recommend or refer them to appropriate products, services, and business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate, balance, and handle a cash drawer according to procedures.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Conduct outbound calling using customer lists to develop new relationships and expand existing consumer or business relationships.
Promote Bank products and make appropriate business-line referrals in accordance with location goals.
Partner effectively with branch staff and peers to support a team environment and meet goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Support day-to-day Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Comply with Bank policies, security controls, audit procedures, and established guidelines.
Maintain customer and sensitive information confidentially and securely.
Educate the bank team on identifying opportunities that support customers’ financial wellness.
Participate in staff meetings and build constructive working relationships with internal business partners.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Model the Bank’s Mission, Vision, and Pledge.
May participate in community service opportunities in the local community or market.