Customer Service Advisor 1 Mount Airy

WesBanco Bank, Inc.•Clarksburg, MD

11h•$20 - $23

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions while supporting the Banking Center’s operational needs. The CSA builds consumer and business relationships and promotes the Bank’s products and services. The role includes working as a Customer Service Representative, opening new deposit accounts, assessing customers’ needs, making product recommendations, and referring customers to internal or external partners as appropriate. The CSA must follow Bank policies, procedures, security measures, and applicable regulatory requirements. The CSA also makes outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The role may include participation in community service opportunities in the relevant community or market. The CSA supports day-to-day Banking Center operations, works collaboratively with branch staff and business partners, and helps the team meet service, production, and referral goals.

Requirements

High school diploma required.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interact effectively with customers, build positive relationships, and clearly communicate concepts, ideas, and product information verbally and in writing.
Strong product knowledge appropriate to the position’s selling and promotion expectations.
Excellent organizational skills and ability to multitask and be flexible.
Proficiency in Microsoft Outlook 365 and general computer skills, with the ability to learn banking software programs.
Ability to solve practical problems and work with concrete variables where standardization is limited, and to interpret written, oral, diagrammed, or scheduled instructions.
Ability to occasionally lift and/or move up to 10 pounds.
Ability to acquire and maintain proficiency in the Bank’s policies and procedures and comply with applicable laws, rules, and regulations.

Nice To Haves

Banking experience.
Cash-handling experience.
Sales experience.
Customer service experience.
Sound mathematical and analytical skills.

Responsibilities

Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, make appropriate product recommendations, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Identify opportunities for additional products and services and make qualified referrals.
Follow security, audit, compliance, and operational procedures.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Collaborate with branch staff and peers to support a team environment and achieve Banking Center goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Use customer lists to make outbound calls, promote Bank products, and make appropriate business-line referrals.
Educate the bank team on identifying opportunities to advance customers’ financial wellness.
Support day-to-day Banking Center operations, including customer service, opening and closing procedures, daily vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Explain banking products and professionally resolve customer and prospective-customer questions or problems.
Build working 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 and protect the Banking Center against criminal, fraudulent, and other risks.
Protect sensitive information and keep customer business confidential and securely stored.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Complete assigned compliance training in a timely manner and maintain proficiency in Bank policies, procedures, and applicable laws and regulations.

Benefits

17 days of paid time off.
5 days of short-term disability.
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 benefit products, 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.