Customer Service Advisor Float - Findlay Administration

WesBanco Bank, Inc.•Fostoria, OH

About The Position

The Customer Service Advisor (CSA) helps foster a positive work environment that inspires, motivates, challenges, supports, and recognizes strong performance. The role provides excellent customer service, identifies sales opportunities, processes account transactions, and responds to the needs of the Banking Center by providing customer service and sales platform support. The CSA builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, and security measures. The CSA operates as a Customer Service Representative, opens new deposit accounts, manages a cash drawer, and connects with customers to understand their needs and recommend or refer them to suitable products and services and internal or external partners. The position also involves outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The CSA may participate in community service opportunities in the relevant community or market.

Requirements

High school diploma or GED 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 relationship building.
Ability to interact effectively, build positive customer relationships, and communicate concepts, ideas, and product information clearly in writing and verbally.
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 written, oral, diagrammatic, or scheduled instructions.

Nice To Haves

At least 1 year of banking experience preferred.
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 as appropriate.
Accept and accurately process financial service transactions.
Open new deposit accounts, operate a cash drawer, and follow cash handling and balancing procedures while identifying opportunities and making qualified referrals.
Comply with security, audit, and operational 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 team goals.
Monitor performance against Banking Center goals and adjust individual priorities and activities as needed.
Make outbound calls using customer lists, promote bank products, and make business-line referrals aligned with location goals.
Educate bank team members about identifying opportunities that advance customers’ financial wellness.
Support daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Serve customers and prospective customers by explaining banking products and professionally resolving problems or issues.
Build effective working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment, follow established guidelines and procedures, and seek assistance when needed.
Maintain security controls to protect people and the Banking Center from criminal, fraudulent, and other risks.
Protect sensitive information and keep customer business confidential and secure.
Answer incoming telephone calls and perform additional duties that support Banking Center success.
Participate in community service opportunities in the relevant community or market, as applicable.