Customer Service Advisor - Suncrest Towne Centre - Morgantown, WV

Overview

Customer Service Advisor I - Suncrest Towne Centre

Location:

Morgantown, West Virginia, United States

Location note:
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 Suncrest Towne Centre, Morgantown, WV.

Work Hours per Week: 37.5

Full-Time/Part-Time:
Full-time

Area of Interest:
Retail Services

• 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.
• 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 demonstrating strong ability to sell and promote the Bank's products and services to reach goals. Communicates and partners effectively with branch staff and peers. Monitors performance against goals by adjusting goals and initiating sales promotions. Executes outbound calling activities and makes business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers.
  
  Sets priorities and follows through on implementation of 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 control, inventory, audit and compliance. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on banking matters. Builds relationships with internal partners. Demonstrates sound judgment and decision making.
  
  Maintains security controls and confidentiality. Contributes in a team environment and cross-trained for operational duties.

• Banking is highly regulated; acquire and maintain proficiency in bank policies and procedures; complete compliance training.
• Must be willing to register and maintain registry with NMLS to comply with S.A.F.E. Act.
• Proficient in Microsoft Outlook 365 and banking software; strong computer skills.
• Strong consumer lending skills preferred; ability to generate new financial relationships through outbound calling and building customer base.
• Ability to interact with customers and clearly express concepts verbally and in writing; strong product knowledge.
• Ability to interpret various instructions; sound mathematical and analytical skills preferred. Excellent organizational skills; ability to multi-task and be flexible.
• Physical ability: lift and carry up to 25 lbs. Availability to work all hours of operations.