Customer Service Advisor - Float (Fort Wayne)

WesBanco-posted 3 months ago
Full-time • Entry Level
Fort Wayne, IN
1,001-5,000 employees
Credit Intermediation and Related Activities
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The Customer Service Advisor (CSA) plays a crucial role in fostering a positive work environment that inspires, motivates, challenges, supports, and recognizes exceptional performance. The CSA is responsible for providing excellent customer service while identifying sales opportunities and performing account transactions. They must be responsive to the immediate needs of the Banking Center throughout the day and provide both Customer Service Representative (CSR) and sales platform support as needed. The CSA focuses on building consumer and business relationships and daily sales initiatives while complying with all established Bank policies, procedures, and security measures.

  • Model the standards of the Bank's Mission, Vision, and Pledge.
  • Assess the financial needs of Banking Center clients and make appropriate recommendations.
  • Process all financial service transactions accurately.
  • Manage CSR cash drawer and follow proper balancing and cash handling procedures.
  • Comply with security and audit procedures.
  • Meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
  • Promote the sales culture within the banking center.
  • Communicate and partner effectively with branch staff and peers.
  • Monitor performance against banking center goals and adjust individual goals as needed.
  • Conduct outbound calling activities to promote bank products.
  • Educate bank team on uncovering opportunities for customer financial wellness.
  • Set priorities and implement defined sales and service activities.
  • Promote company products and services in the community.
  • Support day-to-day operations including customer service and compliance requirements.
  • Participate in regular sales and staff meetings.
  • Provide service to customers on various banking matters.
  • Build successful working relationships with internal business partners.
  • Maintain security controls to protect against criminal and fraudulent operations.
  • Keep sensitive information and customer business confidential.
  • Contribute to team environment by answering incoming calls and supporting banking center success.
  • Assist with operational duties as needed.
  • High school diploma or GED required.
  • Proficient in Microsoft Outlook 365 and various Banking Software programs.
  • Strong consumer lending skills preferred.
  • Ability to generate new financial relationships through outbound calling.
  • Effective interaction and relationship-building skills with customers.
  • Strong product knowledge for selling and promoting bank products.
  • Ability to interpret various instructions in written, oral, diagram, or schedule form.
  • Sound mathematical and analytical skills preferred.
  • Excellent organizational skills and ability to multi-task.
  • Ability to lift and carry up to 25 lbs.
  • Availability to work all hours of operations.
  • Banking, cash handling, sales, and customer service experience preferred.
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