Customer Service Advisor Float - Findlay Administration

WesBanco Bank•Carey, OH

About The Position

The Customer Service Advisor Float helps foster a positive work environment and provides excellent customer service while identifying sales opportunities and processing account transactions. The role responds to the immediate needs of the Banking Center by 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, security measures, and audit requirements. The position operates as a Customer Service Representative, opens new deposit accounts, operates a cash drawer, and connects with customers to identify needs, recommend products and services, and make referrals to internal and external partners. It also conducts outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail banking relationships. The CSA may participate in community service opportunities in the relevant community or market.

Requirements

High school diploma or General Education Degree (GED) required.
Minimum of 3 years of cash-handling, sales, and customer service experience required.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interact effectively with customers, build positive relationships, and clearly communicate concepts, ideas, and product information verbally and in writing.
Strong product knowledge appropriate to the selling and product-promotion expectations of the position.
Excellent organizational skills and ability to multitask and remain flexible.
Ability to solve practical problems and work with concrete variables where limited standardization exists.
Ability to interpret written, oral, diagram, or schedule-form instructions.

Nice To Haves

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

Responsibilities

Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend and refer appropriate products and services, and build customer relationships.
Accept and accurately process financial service transactions; open deposit accounts; operate a cash drawer; and follow balancing and cash-handling procedures.
Meet production and referral goals through consultations, outbound calls, onboarding calls, and business-partner referrals.
Use customer lists to conduct outbound calling and promote Bank products and appropriate business-line referrals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Partner effectively with branch staff, peers, and internal business partners to support team goals and customer service.
Educate the bank team on identifying opportunities that advance 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 and contribute to the team environment, including answering incoming telephone calls and performing additional duties as assigned.
Explain banking products and professionally resolve customer and prospective-customer issues.
Follow established guidelines and procedures, use sound judgment, and seek assistance from appropriate resources when needed.
Maintain security controls and protect the Banking Center against criminal, fraudulent, and other unnecessary risks or exposures.
Keep sensitive information and customer business confidential and secured.
May participate in community service opportunities in the specific community or market.