Customer Service Advisor 1 - Float - Administration LOU

WesBanco Bank•Bardstown, KY

About The Position

The Customer Service Advisor provides excellent customer service, identifies sales opportunities, and processes account transactions. The role responds to the needs of the Banking Center by providing both customer-service and sales-platform support. 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 operates as a Customer Service Representative, opens new deposit accounts, handles cash, and determines customer needs to make recommendations and referrals to internal and external partners. It also conducts outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The Advisor supports the Banking Center’s daily operations, works collaboratively with branch staff and business partners, and may participate in community service opportunities in the relevant community or market.

Requirements

High school diploma or General Education Degree (GED).
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, build positive relationships, and communicate concepts, ideas, and product information verbally and in writing.
Strong product knowledge appropriate to the position’s sales and promotion responsibilities.
Excellent 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

At least 1 year of banking experience.
Sound mathematical and analytical skills.

Responsibilities

Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs, recommend products and services, and refer customers to appropriate business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Meet production and referral goals through consultations, outbound calls, business-partner referrals, and customer onboarding.
Use customer lists to conduct outbound calling and promote Bank products and appropriate business-line referrals.
Partner with branch staff and peers to support team goals and adjust activities as needed to meet Banking Center goals.
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, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings and respond to customer and prospective-customer questions about banking matters and products.
Resolve customer problems and issues professionally.
Build working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and established procedures, seeking assistance from appropriate resources when needed.
Maintain security controls and protect sensitive customer information and the Banking Center from fraud and other risks.
Answer incoming telephone calls and perform additional duties that support the Banking Center.