Customer Service Advisor Float - Mentor

WesBanco • Mentor, OH

65d

About The Position

This position is eligible for a one time $500 sign on bonus. To be eligible to receive payout, the employee must be hired between now and December 1, 2025, successfully complete the 90-day assessment period, be actively working and in good standing. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures.

Requirements

• High school diploma or GED required.
• Banking, cash handling, sales, and customer service experience preferred.
• Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
• Proficient in Microsoft Outlook 365.
• Proficient computer skills are required and the ability to learn various Banking Software programs.
• Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
• Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
• Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
• Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Must have excellent organizational skills and the ability to multi-task and to be flexible.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.

Nice To Haves

• Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
• Banking, cash handling, sales, and customer service experience preferred.

Responsibilities

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
• Complies and operates within security and audit procedures.
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
• Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
• Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
• Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
• Executes consistent, outbound calling activities inside the banking center by utilizing customer lists.
• Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
• Educates bank team on uncovering opportunities to help advance financial wellness of customers.
• Sets priorities and follows through on the implementation of the defined sales and service activities.
• Promotes company products and services in the community to assist in the continuing growth of the Bank.
• Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
• Actively participates in regular sales and staff meetings.
• Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
• Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
• Cross trained and expected to assist with operational duties.

Benefits

• $500 sign on bonus

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees