Customer Service Advisor 1 Mount Airy

WesBanco Bank•Clarksburg, MD

20h

About The Position

The Customer Service Advisor (CSA) provides excellent customer service while identifying sales opportunities and processing account transactions. The role supports the Banking Center by providing Customer Service Representative and sales-platform assistance as needed, building consumer and business relationships, and promoting the Bank’s products and services. The CSA operates as a CSR, opens new deposit accounts, and identifies customer needs to make recommendations and referrals to internal and external partners. 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 CSA supports daily Banking Center operations and complies with Bank policies, procedures, security measures, and applicable laws and regulations. The role may also participate in community service opportunities in its community or market.

Requirements

High school diploma.
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 level of selling and product promotion expected for the position.
Excellent organizational skills and ability to multitask and remain flexible.
Proficiency in Microsoft Outlook 365.
Proficient computer skills and ability to learn banking software programs.
Ability to solve practical problems and work with concrete variables in situations with limited standardization.
Ability to interpret written, oral, diagram, or schedule instructions.
Ability to occasionally lift and/or move up to 10 pounds.
Ability to comply with Bank policies and procedures and applicable laws, rules, and regulations.

Nice To Haves

Banking experience.
Cash-handling experience.
Sales experience.
Customer service experience.
Sound mathematical and analytical skills.

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess customers’ financial needs, recommend appropriate 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, business-partner referrals, and onboarding calls.
Use customer lists to conduct outbound calling and promote Bank products and services.
Build and expand consumer and business relationships, including prospecting for new customers.
Communicate and partner effectively with branch staff and peers to support team and Banking Center goals.
Monitor performance against Banking Center goals and adjust individual priorities and activities as needed.
Educate the Bank team on identifying opportunities that advance customers’ financial wellness.
Support day-to-day operations, including customer service, opening and closing procedures, daily vault duties, cash-level controls, inventory, audit, and compliance requirements.
Participate in regular staff meetings.
Serve customers and prospective customers by explaining banking products and professionally resolving 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 confidential customer information.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Complete assigned compliance training in a timely manner and maintain proficiency in Bank policies, procedures, and applicable laws and regulations.

Benefits

17 days of paid time off (PTO).
5 days of short-term disability (STD).
11 annual paid holidays.
Medical, dental, and vision coverage.
Health Care Flexible Spending and Dependent Care Flexible Spending.
Transportation Fringe Benefit Plan.
Group Life and Long-Term Disability.
Optional Life coverage.
Access to voluntary benefits, including Cancer, Term and Universal Life, Accident, Short-Term Disability, and Critical Illness policies, as well as other ancillary benefit products.
401(k) with employee match.
Eligible for approved overtime and referral incentives.