Customer Service Advisor - Float - Defiance, OH

Overview

Customer Service Advisor 1 - Float

#11-8781

Locations:
Multiple Locations

Apply:
See availability and options through the Apply action.

Location:

This position is 100% in office. The employee will work their scheduled work hours in a designated Wes Banco location. Consideration for location will be in Defiance while floating and working in surrounding locations listed - Bryan, Napoleon, Wauseon, Hicksville, Paulding and Montpelier.

Market:
Defiance

Work Hours per Week: 40

• High school diploma or GED required.
• Banking, cash handling, sales, and customer service experience preferred.

Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSAs must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed.

The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

Essential Functions:

• Excellent Customer Service
• Operational and Security Proficiency
• Identify referral opportunities
• Relationship building
• Cross-selling of Bank's products and services
• Business development (inside and outside)

Essential Duties and Responsibilities:

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Assess financial needs of Banking Center clients and make appropriate recommendations.
• Accept and accurately process all financial service transactions.
• Responsible for CSR cash drawer and follow proper balancing and cash handling procedures.
• Complies and operates within security and audit procedures.
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
• Promotes the sales culture within the banking center by demonstrating strong ability to sell and promote Bank's products and services to reach goals.
• Communicates and partners effectively with branch staff and peers to promote a team environment.
• Monitors performance against banking center goals and adjusts and initiates promotions as needed.
• Executes outbound calling activities to promote bank products and make referrals as defined by location goals.
• Educates bank team on opportunities to advance customers' financial wellness.
• Sets priorities and follows through on the implementation of defined sales and service activities.
• Promotes company products and services in the community to support growth.
• Supports day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, audit and compliance.
• Participates in regular sales and staff meetings.
• Provides service to customers on banking matters and resolves issues professionally.
• Builds relationships with internal partners and seeks constructive feedback.
• Demonstrates sound judgment and follows guidelines and procedures with available resources.
• Maintains security controls to protect against crime and fraud and protect sensitive information.
• Maintains trust and confidentiality of customer information.
• Contributes in a team environment by handling calls and other duties to support Banking Center success.
• Cross-trained to assist with operational duties.

Other Skills and Requirements:

• Banking is highly regulated; maintain proficiency in policies and procedures and complete compliance training timely.
• Proficient in Microsoft Outlook 365; ability to learn banking software.
• Strong consumer lending skills and product knowledge appropriate to the role.
• Ability to generate new financial relationships through outbound calling and business development.
• Ability to interact effectively with customers and clearly express concepts and product information.
• Ability to interpret varied instructions; strong mathematical and analytical skills preferred.
• Excellent organizational skills; ability to multi-task and be flexible.
• Ability to lift and carry up to 25 lbs.
• Availability to work all hours of operations.

• Full-Time/Part-Time:
  Full-time
• Area of Interest:
  Retail Services

Bryan, Ohio, United States;
Defiance, Ohio, United States;
Hicksville, Ohio, United States;
Montpelier, Ohio, United States;
Napoleon, Ohio, United States;
Paulding, Ohio, United States;
Wauseon, Ohio, United States