Customer Service Advisor 1 - Bowie

WesBanco Bank, Inc.•Bowie, MD

9d•$20 - $23

About The Position

The Customer Service Advisor (CSA) provides excellent customer service, identifies sales and referral opportunities, and performs account transactions. The CSA responds to the immediate needs of the Banking Center by providing Customer Service Representative and sales platform support. The position builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, and security measures. Duties include processing CSR transactions, opening deposit accounts, operating a cash drawer, identifying customer needs, and making recommendations and referrals to internal and external partners. The CSA also makes outbound telephone calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The role supports daily Banking Center operations, participates in staff meetings, and may participate in community service opportunities in the local community or market. The position requires strong customer relationship, communication, organizational, and multitasking skills. A high school diploma or GED is required, as is at least three years of cash handling, sales, or customer service experience. One year of banking experience is preferred.

Requirements

High school diploma or General Education Degree (GED).
At least 3 years of cash handling, sales, or 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 clearly verbally and in writing.
Strong product knowledge appropriate to the position’s sales responsibilities.
Excellent organizational skills, ability to multitask, and flexibility.

Nice To Haves

At least 1 year of banking experience.
Sound mathematical and analytical skills.
Ability to solve practical problems involving concrete variables and limited standardization, and to interpret written, oral, diagrammatic, or scheduled instructions.

Responsibilities

Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend products and services, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures.
Comply with security, audit, and other established procedures.
Achieve production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Communicate and partner effectively with branch staff and peers to support team 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 daily operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Explain banking products and professionally resolve customer problems and issues.
Build productive working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow guidelines and procedures, seeking assistance when needed.
Maintain security controls and protect confidential customer information.
Answer incoming telephone calls and perform additional duties that support the Banking Center.

Benefits

Wage range of $19.50–$23.00 per hour.
Eligible for approved overtime and referral incentives.
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.