Customer Service Advisor Float - NW Ohio Administration - Findlay, OH

Overview

Customer Service Advisor Float - NW Ohio Administration

Locations:
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 at the Findlay East location and supporting the Findlay Downtown, Findlay North, Fostoria, Carey, Upper Sandusky, Ottawa, Genoa, and Bowling Green banking centers.

Findlay

40

High school diploma 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 focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.

In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.

• 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 assess the financial needs of Banking Center customers and be capable of making recommendations and referring 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, uncovering other opportunities for products and services, and making qualified referrals.
• Complies and operates within security and audit procedures.
• Consistently achieve production and referral goals through relationship development activities including customer consultations, outbound calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing relationships.
• Communicates and partners effectively with branch staff and peers to promote team environment and meet goals.
• Sets priorities by monitoring performance against banking center goals and adjusting activities as needed.
• Executes outbound calling activities inside the banking center, promotes bank products, and makes appropriate referrals as defined by location goals.
• Educates bank team on uncovering opportunities to advance financial wellness of customers.
• Supports day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, and compliance requirements.
• Participates in regular staff meetings.
• Provides service to customers and prospects on banking matters and resolves problems/issues professionally.
• Builds relationships with internal partners and seeks constructive feedback.
• Demonstrates sound judgment and follows guidelines while using available resources.
• Maintains security controls to…