Customer Service Advisor - Jackson Main - Jackson, OH

Location

Jackson, Ohio, United States. This position is 100% in office. Employees will work their scheduled hours in a designated Wes Banco location, primarily at the Jackson Main banking center.

37.5 hours per week.

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisors 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 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.
• 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 to reach individual and team sales goals.
• Communicate and partner effectively with branch staff and peers to promote team environment to ensure goals are met.
• Continuously monitor performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
• Execute consistent outbound calling activities inside the banking center using customer lists to promote bank products 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, but not limited to: customer service, open and close procedures, support of daily vault duties, compliance with cash level control, and adequate supply of 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 the explanation of products being offered and professional resolution of problems/issues.
• Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrate sound judgment and decision making and follow established guidelines and procedures while utilizing 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 and in a secured location.
• Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
• Be cross‑trained and expected to assist with…