Customer Service Advisor 2 - Riverdale

WesBanco Bank•Riverdale Park, MD

11d

About The Position

The Customer Service Advisor helps foster a positive work environment and provides excellent customer service while identifying sales opportunities and performing account transactions. The role responds to the Banking Center’s needs throughout the day, providing Customer Service Representative and sales platform support as needed. It builds consumer and business relationships and promotes the Bank’s products and services while complying with Bank policies, procedures, and security measures. The position includes operating as a Customer Service Representative, opening new deposit accounts, processing transactions, and using conversations and outbound calls to understand customer needs, make recommendations, and refer customers to appropriate internal and external partners. The Customer Service Advisor supports day-to-day Banking Center operations, including cash handling, security, audit and compliance procedures, 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 new financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers and build positive relationships; communicate concepts, ideas, and product information clearly verbally and in writing.
Strong product knowledge appropriate to the expected level of selling and product promotion.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret instructions in written, oral, diagram, or schedule form.

Nice To Haves

Sound mathematical and analytical skills preferred.

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend products and services, and make referrals to business partners.
Accept and accurately process financial service transactions.
Open deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Achieve production and referral goals through customer consultations, outbound calls, referrals, and onboarding activities.
Build new and existing consumer and business relationships through business development and product promotion.
Partner and communicate effectively with branch staff, peers, and internal business partners to support team goals.
Monitor progress against Banking Center goals and adjust individual activities as needed.
Make outbound calls using customer lists and promote appropriate bank products and business-line referrals.
Educate the bank team on identifying opportunities to support customers’ financial wellness.
Support daily operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audits, and compliance.
Participate in regular staff meetings and serve customers and prospective customers by explaining products and professionally resolving issues.
Use sound judgment and established guidelines, procedures, and resources to make decisions.
Maintain security controls and protect customer information and confidential business matters.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
May participate in community service opportunities in the local community or market.

Benefits

17 days of paid time off (PTO).
5 days of Short-Term Disability (STD).
11 annual paid holidays.
Medical insurance.
Dental insurance.
Vision insurance.
Health Care Flexible Spending Account.
Dependent Care Flexible Spending Account.
Transportation Fringe Benefit Plan.
Group Life insurance.
Long-Term Disability.
Optional Life insurance.
Access to voluntary benefits, including Cancer, Term and Universal Life, Accident, Short-Term Disability, and Critical Illness policies.
Other ancillary benefit products.
401(k) with employee match.
Eligible for approved overtime and referral incentives.