Customer Service Advisor - Centerville - Centerville, OH

Overview

Customer Service Advisor 1 Float - Centerville

#32-8778

Multiple Locations

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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 Centerville with float locations to:
Beavercreek OH, Franklin OH and Yellow Springs OH.

Cincinnati

37.5

• 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. CSA's 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.

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 Centerville with float locations to:
Beavercreek OH, Franklin OH and Yellow Springs OH.

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 the financial needs of Banking Center clients and make appropriate recommendations.
• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and follows 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 selling and promoting the Bank s products and services to meet goals.
• Communicates and partners effectively with branch staff and peers to promote a team environment.
• Monitors performance against banking center goals and initiates sales promotions as needed.
• Executes outbound calling activities inside the banking center, promoting bank products and referrals as defined by location goals.
• Educates bank team on opportunities to advance customers  financial wellness.
• Sets priorities and follows through on defined sales and service activities.
• Promotes company products and services in the community to assist growth.
• Supports day-to-day operations including customer service, opening/closing, vault duties, cash control, inventory, and compliance requirements.
• Participates in regular sales and staff meetings.
• Provides service to customers on banking matters and resolves problems professionally.
• Builds relationships with internal partners and seeks constructive feedback.
• Demonstrates sound judgment and follows established guidelines and procedures with available resources.
• Maintains security controls to protect against risks and protects confidential information.
• Contributes in a team environment to support customer needs; answer incoming calls and perform other duties as assigned.
• Cross trained and expected to assist with operational duties.

Other Skills and Requirements:

• Banking is highly regulated; maintain proficiency in policies and complete compliance training timely.
• Willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Proficient in Microsoft…