Customer Service Advisor 1 - Bowie

WesBanco Bank•Bowie, MD

About The Position

The Customer Service Advisor provides excellent customer service, identifies sales opportunities, and performs account transactions while supporting the changing needs of the Banking Center. The role builds consumer and business relationships and promotes the Bank’s products and services. It also requires compliance with Bank policies, procedures, security measures, and audit controls. The Advisor operates as a Customer Service Representative, opens new deposit accounts, and connects with customers to assess their needs and recommend or refer appropriate products and services. The position includes outbound calling to support customer onboarding, prospect for new Retail customers, and promote products to new and existing Retail banking relationships. The Advisor supports day-to-day Banking Center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, and audit and compliance requirements. The role may also involve community service opportunities in the relevant community or market.

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 appropriate to the level of selling and product promotion expected in the position.
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.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret instructions in written, oral, diagram, or schedule form.
Ability to maintain confidentiality and follow established guidelines, procedures, security controls, and audit requirements.

Nice To Haves

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

Responsibilities

Provide excellent customer service and professionally resolve customer problems or issues.
Assess customers’ financial needs and recommend or refer products and services to appropriate business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer while following cash-handling and balancing procedures.
Identify sales and referral opportunities and promote Bank products and services.
Meet production and referral goals through customer consultations, outbound calls, business partner referrals, and onboarding calls.
Conduct outbound calling using customer lists to onboard customers, prospect for new Retail customers, and develop existing relationships.
Support daily Banking Center operations, including opening and closing procedures, vault duties, cash-level controls, inventory, audit requirements, and compliance.
Follow established Bank policies, procedures, security controls, and audit requirements; protect confidential customer information.
Communicate and partner effectively with branch staff, peers, and internal business partners to support team goals.
Monitor performance against Banking Center goals and adjust activities as needed.
Educate the Bank team on identifying opportunities that support customers’ financial wellness.
Answer incoming telephone calls and perform additional duties assigned to support the Banking Center.
Participate in regular staff meetings and, potentially, community service opportunities.

Benefits

17 days of paid time off (PTO).
5 days of Short Term Disability (STD).
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 coverage.
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.
Eligible for approved overtime and referral incentives.