Customer Service Advisor - Float - Administration WHE - St. Clairsville, OH

Job Overview

Customer Service Advisor 1 - Float - Administration WHE

Location:

Multiple Locations. This position is 100% in office at designated Wes Banco locations, with consideration for locations including St. Clairsville Main, floating to Flushing and Ohio Valley Plaza.

This position is 100% in office. The employee will work full time in an office in a designated Wes Banco location. Consideration for location will be St. Clairsville Main
, floating to Flushing and Ohio Valley Plaza
.

Wheeling

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 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
• 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.
• Initiate conversations to assess the financial needs of Banking Center customers and refer 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 uncovering other opportunities for products and services as well as 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, partner referrals, and onboarding calls to acquire new customer relationships or expand existing ones.
• 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, promotes bank products, and makes appropriate business line 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, open/close procedures, vault support, cash control, inventory, audit and compliance requirements.
• Participates in regular staff meetings.
• Provides service to customers on banking matters including explanation of products offered and professional resolution of problems.
• Builds successful working relationships with internal partners and seeks constructive feedback when appropriate.
• Demonstrates sound judgment and follows guidelines while utilizing appropriate resources for assistance when needed.
• Maintains security controls to protect against criminal and fraudulent operations and risks.
• Keeps sensitive information confidential and secure.
• Contributes to a team environment to service customer needs by answering calls and performing other duties as assigned.

• Banking is highly regulated; you must acquire and maintain proficiency in policies and procedures and complete compliance training as required.
• Proficient in Microsoft Outlook 365; ability to learn banking software programs.
• Strong consumer lending skills are preferred with understanding of consumer lending products.
• Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Must possess the ability to interact effectively…