Customer Service Advisor 1 - Bryan Main

WesBanco Bank•Bryan, OH

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the needs of the Banking Center throughout the day, providing customer service and sales-platform support as needed. The CSA builds consumer and business relationships and promotes the Bank’s products and services while complying with established policies, procedures, and security measures. Responsibilities include operating as a Customer Service Representative, opening new deposit accounts, managing a cash drawer, and assessing customers’ needs to make recommendations and referrals to internal and external partners. The CSA also conducts outbound calls for customer onboarding, prospecting, and product promotion, and may participate in community service opportunities. The position supports day-to-day Banking Center operations, including customer service, opening and closing procedures, vault duties, cash-level controls, inventory, audit, and compliance requirements.

Requirements

High school diploma or General Education Degree (GED) required.
At least 3 years of cash handling, sales, or customer service experience required.
Strong product knowledge for the expected level of selling and product promotion.
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 clearly verbally and in writing.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagrammed, or scheduled instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend appropriate products and services, and make referrals to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer using proper balancing and cash-handling procedures.
Comply with security, audit, and other established procedures.
Work toward production and referral goals through customer consultations, outbound calls, business-partner referrals, and onboarding calls.
Conduct outbound calling activities using customer lists to acquire new relationships and expand existing consumer or business relationships.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Promote Bank products and make appropriate business-line referrals.
Educate the Bank team on identifying opportunities to support 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.
Participate in regular staff meetings.
Assist customers and prospective customers with banking matters, explain products, and professionally resolve problems or issues.
Build effective working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow guidelines and procedures, seeking assistance from appropriate resources when needed.
Maintain security controls and protect sensitive customer information.
Answer incoming telephone calls and perform additional duties in support of the Banking Center.