Customer Service Advisor - Centerville Wilmington Pike - Centerville, OH

Location

Centerville Wilmington Pike. 100% in office. The employee will work the scheduled work hours in a designated Wes Banco location.

Cincinnati

37.5

High school diploma or GED required.

Banking, cash handling, sales, and customer service experience preferred.

• 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)

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Assess client's financial needs 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.
• Comply and operate within security and audit procedures.
• Consistently meet and exceed defined sales goals for loans, deposits, partner referrals and profitability.
• Promote the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
• Communicate and partner effectively with branch staff and peers to promote a team environment and ensure goals are met.
• Monitor performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed.
• Execute consistent, outbound calling activities inside the banking center by utilizing customer lists. Promote bank products consistently and make appropriate business line referrals as defined by location goals.
• Educate bank team on uncovering opportunities to help advance financial wellness of customers.
• Set priorities and follow through on the implementation of the defined sales and service activities.
• Promote company products and services in the community to assist in the continuing growth of the Bank.
• Support proper functioning of all day-to-day operations including customer service, open and close procedures, support of daily vault duties, control of cash levels, and adhere to inventory, audit and compliance requirements.
• Actively participate in regular sales and staff meetings.
• Provide service to customers and prospective customers on various banking matters including explaining products offered and professional resolution of problems/issues.
• Build successful working relationships with internal business partners and provide constructive peer feedback when appropriate.
• Demonstrate sound judgment and decision making using established guidelines and procedures while using appropriate resources for assistance when needed.
• Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintain a position of trust and responsibility by keeping all sensitive information and customer business confidential in a secured location.
• Contribute to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the Banking Center's success.
• Cross trained and expected to assist with operational duties.

• Acquire and maintain proficiency in the bank's policies and procedures and adhere to all applicable laws, rules and regulations.
• Complete all assigned compliance training in a timely manner.
• Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) and comply with the S.A.F.E. Act Requirements.
• Proficient in Microsoft Outlook 365 and computer skills required to learn various Banking Software programs.
• Strong consumer lending skills preferred with a solid understanding of consumer lending products.
• Generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
• Interact and build positive customer relationships and clearly express concepts, ideas, and product information verbally and in writing.
• Possess strong product knowledge for selling and successfully promoting bank products expected with the position.
• Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Excellent organizational skills and ability to multi‑task and be flexible.
• Lift and carry up to 25 lbs.
• Available to work all hours of operations.