Customer Service Advisor 1 - Napoleon, OH

WesBanco Bank•Napoleon, OH

11d

About The Position

The Customer Service Advisor fosters a positive work environment and 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 Representative and sales platform support as needed. It 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, handling cash, and connecting with customers to understand their needs and recommend or refer suitable products and services. The advisor also makes outbound calls for customer onboarding, prospecting new retail customers, and promoting products to new and existing relationships. The role supports daily Banking Center operations, collaborates with colleagues and business partners, and may participate in community service opportunities in the local market.

Requirements

High school diploma or GED required.
At least 3 years of cash handling, sales, or customer service experience required.
Strong product knowledge appropriate to the level of selling and product promotion expected.
Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers and build positive relationships.
Ability to communicate concepts, ideas, and product information clearly, verbally and in writing.
Strong organizational skills and ability to multitask and remain flexible.
Ability to solve practical problems and handle situations with limited standardization.
Ability to interpret written, oral, diagram, or schedule 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 products and services, and refer customers to business partners.
Accept and accurately process financial service transactions.
Open deposit accounts and operate a cash drawer, following cash-handling and balancing procedures.
Meet production and referral goals through customer consultations, outbound calls, referrals, and onboarding activities.
Partner effectively with branch staff and peers to support team goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Make outbound calls using customer lists and promote Bank products and appropriate business-line referrals.
Educate the Bank team on identifying opportunities to advance customers’ financial wellness.
Support daily Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Explain banking products and professionally resolve customer problems and issues.
Build productive 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 unnecessary risks.
Protect confidential customer and Bank information.
Answer incoming calls and perform additional duties that support the Banking Center.
May participate in community service opportunities in the local community or market.