Customer Service Advisor - Mason

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 Mason, OH.

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 are responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative and sales platform support as needed.

They are responsible for consumer and business relationship building efforts and focus on promotion of the Bank's products and services. From an operational standpoint, the CSA complies with all established Bank policies, procedures, and security measures and performs tasks such as operating as a CSR, opening new deposit accounts, and making recommendations and referrals for products and services to internal and external partners as applicable.

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

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Initiate conversations to effectively assess the financial needs of Banking Center customers and make recommendations and refer customers to business partners for promotion of bank products and services.
• Accepts and accurately processes all financial service transactions.
• Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures and making qualified referrals.
• Complies with and operates within security and audit procedures.
• Consistently achieves production and referral goals through relationship development activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls.
• Communicates and partners effectively with branch staff and peers to promote a team environment and ensure goals are met.
• Sets priorities by monitoring performance against banking center goals and adjusting activities as needed.
• Executes outbound calling activities inside the banking center utilizing customer lists, promotes bank products consistently, and makes appropriate business line referrals as defined by location goals.
• Educates bank team on uncovering opportunities to help advance customers' financial wellness.
• Supports proper functioning of all day‑to‑day operations, including customer service, open and close procedures, daily vault duties, cash level control, inventory supply, audit, and compliance requirements.
• Actively participates in regular staff meetings.
• Provides service to customers and prospective customers on various banking matters, including product explanations and resolution of problems/issues.
• Builds successful working relationships with internal business partners and seeks constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making by following established guidelines and procedures and using appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contributes to a team environment by answering incoming telephone calls and performing additional duties to support the success of the Banking Center.

• Acquire and maintain proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations applicable to conduct and work performed. Complete all assigned compliance training in a timely manner.
• Generate new financial relationships through outbound calling, internal business development, and…