Customer Service Advisor 2 - West Palm Beach

WesBanco Bank•West Palm Beach, FL

About The Position

The Customer Service Advisor 2 provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the Banking Center’s needs throughout the day by providing customer service representative and sales platform support. The advisor builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, security measures, and audit requirements. The advisor assesses customers’ financial needs, processes transactions, opens deposit accounts, operates a cash drawer, and makes appropriate product recommendations and referrals. The position also includes outbound calls for customer onboarding, prospecting, and promotion of products to new and existing Retail banking relationships. The advisor supports daily Banking Center operations, works collaboratively with colleagues and business partners, and may participate in community service opportunities.

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 financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers, build positive relationships, and clearly communicate concepts, ideas, and product information verbally and in writing.
Strong product knowledge appropriate to the position’s sales and promotion responsibilities.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagrammatic, or scheduled instructions in situations with limited standardization.

Nice To Haves

Sound mathematical and analytical skills.

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs and recommend or refer appropriate products and services.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Use customer lists to conduct outbound calling and promote Bank products and services.
Communicate and partner effectively with branch staff and peers to support team goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Support day-to-day operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings and educate the Bank team on identifying opportunities to advance customers’ financial wellness.
Serve customers and prospective customers by explaining banking products and professionally resolving problems or issues.
Maintain security controls, protect the Banking Center from fraud and unnecessary risks, and keep sensitive customer information confidential and secure.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Build productive working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and established guidelines, procedures, and resources when making decisions.
May participate in community service opportunities in the local community or market.