Customer Service Advisor - Arbutus

Customer Service Advisor - Arbutus at Wes Banco

Location:

Arbutus. 100% in office. Employee works scheduled hours at the designated Wes Banco location.

Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSAs must be responsive by recognizing the immediate needs 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.

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

• Personally model the standards of the Bank's Mission, Vision, and Pledge.
• Assess clients' financial needs and make appropriate recommendations.
• Accurately process all financial service transactions.
• Manage the CSR cash drawer and follow proper balancing and cash‑handling procedures.
• Comply with security and audit procedures.
• Consistently meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
• Promote the sales culture by demonstrating strong selling skills to reach individual and team goals.
• Communicate and partner effectively with branch staff and peers to promote a team environment.
• Monitor performance against goals and adjust individual goals or sales promotions as needed.
• Execute outbound calling activities using customer lists, promoting bank products and making appropriate referrals.
• Educate bank team on uncovering opportunities to support customers' financial wellness.
• Set priorities and follow through on sales and service activities.
• Promote company products and services in the community to drive growth.
• Support day‑to‑day operations: customer service, open/close procedures, vault duties, control of cash levels, inventory, and audit/compliance requirements.
• Participate in regular sales and staff meetings.
• Provide service on banking matters, explaining products and resolving problems.
• Build relationships with internal business partners and provide constructive feedback.
• Apply sound judgment and decision making while following guidelines and procedures.
• Maintain security controls to protect the bank and the center from risks.
• Maintain confidentiality of sensitive information and customer business.
• Assist the center by answering calls and performing additional duties.
• Cross‑train and assist with operational duties.

• Complete all assigned compliance training and maintain proficiency in bank policies.
• Register with and maintain the NMLS registry to comply with the S.A.F.E. Act.
• Proficient in Microsoft Outlook 365 and other banking software.
• Strong consumer lending knowledge preferred.
• Generate new financial relationships through outbound calling, internal development, and customer retention.
• Effectively interact and build positive customer relationships; clear verbal and written communication.
• Strong product knowledge for selling and promoting bank products.
• Interpret various instructions furnished in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Excellent organizational skills and the ability to multi‑task and be flexible.
• Ability to lift and carry up to 25 lbs.
• Availability to work all hours of operations.
• High school diploma or GED required.

The wage range for the Customer Service Advisor position is $18.50–$21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO, 5 days of STD, and 11 annual paid holidays.

Wes Banco offers an excellent benefits package including medical, dental, and vision;
Health Care Flexible Spending;
Dependent Care Flexible Spending;
Transportation Fringe Benefit Plan;
Group Life;
Long Term Disability;
Optional Life;
Cancer, Term & Universal Life;
Accident;
Short-Term Disability; and Critical Illness policies. 401(k) with employee match is also available.

• Entry level

• Full‑time

• Other

• Banking