Customer Service Advisor - Centerville - Centerville, OH

Overview

Customer Service Advisor 1 Float - Centerville

Location:

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

Additional details:
Multi-location postings with Apply options available.

Location:

This position is 100% in office. The employee will work their scheduled work hours in a designated Wes Banco location. Market:
Cincinnati

Work Hours per Week: 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.

• 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 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 with security and audit procedures.
• 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 Bank's products and services to meet goals.
• Communicates with branch staff to promote a team environment and achieve goals.
• Monitors performance against goals and initiates promotions as needed.
• Executes outbound calling activities inside the banking center and promotes bank products with referrals as per location goals.
• Educates 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.
• Supports day-to-day operations including customer service, open/close procedures, vault duties, cash controls, inventory, audit and compliance requirements.
• Participates in regular sales and staff meetings.
• Provides service on banking matters and resolves problems professionally.
• Builds relationships with internal partners and seeks peer feedback when appropriate.
• Demonstrates sound judgment within guidelines and uses resources effectively.
• Maintains security controls to protect against risks and protect confidential information.
• Contributes in a team environment to service customer needs and supports success of the Banking Center.
• Cross trained to assist with operational duties.

• Banking is a regulated industry; maintain proficiency in bank policies and procedures, and complete compliance training timely.
• Willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with SAFETY Act requirements.
• Proficient in Microsoft Outlook 365; ability to learn banking software.
• Strong consumer lending skills preferred with understanding of consumer lending products.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Ability to interact effectively with customers and clearly express concepts verbally and in writing.
• Strong product knowledge for selling and promoting bank products.
• Ability to interpret instructions furnished in written or other forms.
• Sound mathematical and analytical skills preferred.
• Excellent organizational skills; ability to multi-task and stay flexible.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.

Full-Time

Retail Services

• Dayton, Ohio, United States
• Franklin, Ohio, United States
• Centerville, Ohio, United States
• Yellow Springs, Ohio, United States