Customer Service Advisor 1 Float - Franklin, OH

WesBanco Bank•Franklin, OH

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 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, and security measures. The position operates as a Customer Service Representative, opens new deposit accounts, handles cash, and engages customers to assess their needs and recommend or refer suitable products and services. It also includes outbound calls for customer onboarding, prospecting new Retail customers, and promoting products to new and existing Retail relationships. The Customer Service Advisor may participate in 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, and customer-service experience required.
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.
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 where limited standardization exists.
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 standards of the Bank’s Mission, Vision, and Pledge.
Assess Banking Center customers’ financial needs and recommend products or refer customers to business partners.
Accept and accurately process financial service transactions.
Open new deposit accounts and operate a cash drawer, following balancing and cash-handling procedures.
Identify product and service opportunities and make qualified referrals.
Comply with security, audit, and operational procedures.
Achieve production and referral goals through customer consultations, outbound calls, referrals, and onboarding activities.
Communicate and partner effectively with branch staff and peers to support team goals.
Monitor performance against Banking Center goals and adjust individual activities as needed.
Conduct outbound calls using customer lists and promote Bank products consistently.
Educate the Bank team on identifying opportunities that support customers’ financial wellness.
Support daily 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 resolve problems professionally.
Build working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow established guidelines, procedures, and available resources.
Maintain security controls and protect the Banking Center from criminal, fraudulent, and other risks.
Keep sensitive customer and business information confidential and secure.
Answer incoming telephone calls and perform additional duties that support the Banking Center.