Customer Service Advisor 1 - Float - Administration WHE

WesBanco Bank•Barnesville, OH

About The Position

The Customer Service Advisor fosters a positive, supportive, and performance-focused work environment while providing excellent customer service, identifying sales opportunities, and processing account transactions. The role responds to the Banking Center’s changing needs by providing customer service representative 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. Responsibilities include operating as a customer service representative, opening new deposit accounts, handling cash, and assessing customer needs to recommend or refer appropriate products and services. The advisor also makes outbound calls for customer onboarding, prospecting, and promotion of products to new and existing Retail banking relationships. The role supports daily Banking Center operations, collaborates with branch staff and internal business partners, and may participate in community service opportunities in the local 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-base development.
Ability to interact effectively, build positive customer relationships, and communicate concepts, ideas, and product information clearly in writing and verbally.
Strong product knowledge appropriate to the expected level of selling and product promotion.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and work with concrete variables in situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-form instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs, make product recommendations, and refer customers to business partners as appropriate.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures while identifying additional product and service opportunities.
Comply with security, audit, and operational procedures.
Meet production and referral goals through customer consultations, outbound calls, partner referrals, and onboarding calls.
Partner with branch staff and peers to support a team environment and meet Banking Center goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Conduct outbound calling using customer lists and promote Bank products, making appropriate business-line referrals.
Educate the Bank team on identifying opportunities that 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 requirements.
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 established guidelines and procedures, seeking assistance from appropriate resources when needed.
Maintain security controls to protect the employee and Banking Center from criminal or fraudulent activity and unnecessary risk or exposure.
Protect sensitive information and customer confidentiality, keeping information in a secured location.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
May participate in community service opportunities in the local community or market.