Customer Service Advisor 2 - Float- Administration MOR

WesBanco Bank, Inc.•Bridgeport, WV

About The Position

The Customer Service Advisor provides excellent customer service while identifying sales opportunities and performing account transactions. The role supports the immediate needs of the Banking Center by providing Customer Service Representative and sales-platform support as needed. The advisor builds consumer and business relationships, promotes bank products and services, and complies with established bank policies, procedures, and security measures. Responsibilities include operating as a Customer Service Representative, opening new deposit accounts, assessing customer needs, and making recommendations and referrals to internal and external partners. The advisor also makes outbound calls to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail banking relationships. The role may include participation in community service opportunities in the relevant community or market. The advisor supports day-to-day Banking Center operations, including customer service, opening and closing procedures, daily vault duties, cash controls, inventory, audit, and compliance requirements.

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.
Effective interpersonal and communication skills, including the ability to build positive customer relationships and clearly communicate concepts and product information verbally and in writing.
Strong product knowledge appropriate to the position's selling and product-promotion expectations.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagram, or schedule instructions.

Nice To Haves

Sound mathematical and analytical skills preferred.

Responsibilities

Model the standards of 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, following balancing and cash-handling procedures while identifying additional product and referral opportunities.
Comply with security, audit, and other established procedures.
Meet production and referral goals through customer consultations, outbound calls, business-partner referrals, and onboarding calls.
Partner effectively with branch staff and peers to support a team environment and meet goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Conduct outbound calling using customer lists and make appropriate business-line referrals.
Educate bank team members 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 controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Serve customers and prospective customers by explaining banking products and professionally resolving problems and issues.
Build effective 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 advisor and Banking Center from criminal, fraudulent, and other risks.
Safeguard sensitive customer and business information and keep it confidential and secure.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Build new financial relationships through outbound calling, internal business development, and customer relationship development.
Promote the bank's products and services and support business development inside and outside the Banking Center.
May participate in community service opportunities in the relevant community or market.