Customer Service Advisor - Sandusky - Sandusky, OH

Overview

Customer Service Advisor - Sandusky (Job #23-8459) – Sandusky, Ohio, United States.

Location:

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 Sandusky Banking Center.

• Location: Sandusky, Ohio, United States
• Market: Cleveland
• Work Hours per Week: 40
• Full-Time/Part-Time: Full-time
• Area of Interest: Retail Services
• All Locations: Sandusky, Ohio, United States

• Provide excellent customer service while identifying sales opportunities and performing account transactions.
• Serve as CSR and provide support for the banking center's sales and operational objectives as assigned.
• Respond proactively to the Banking Center's needs and recognize opportunities for support across customer service and sales platforms.
• Operate in alignment with Bank policies, procedures, and security measures.
• Maintain awareness of and work toward daily sales goals for loans, deposits, partner referrals, and profitability.
• Promote the Bank's products and services to achieve individual and team sales goals.
• Communicate and collaborate with branch staff to promote a team environment and meet goals.
• Initiate sales promotions and outbound calling activities to meet banking center goals.
• Educate customers on financial wellness and uncover opportunities to advance relationships.
• Support day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, and compliance requirements.
• Attend regular sales and staff meetings; provide high-quality service and resolution of problems/issues.
• Build strong relationships with internal partners and maintain sound judgment following established guidelines.
• Protect sensitive information and maintain security controls; uphold confidentiality.
• Assist with operational duties as needed and cross-train with the team.

• Required: High school diploma or GED.
• Preferred: Banking, cash handling, sales, and customer service experience.
• Other
  
  Skills:
  
  Proficiency in Microsoft Outlook 365 and banking software; strong product knowledge for bank products; ability to build and maintain customer relationships; strong communication skills (verbal and written); ability to learn and interpret a variety of instructions.
• Compliance: Banking is highly regulated; must complete assigned compliance training and maintain proficiency in policies and procedures; willingness to register with NMLS (S.A.F.E. Act requirements).
• Physical: Ability to lift and carry up to 25 lbs.
• Other: Excellent organizational skills, multi-tasking ability, and flexibility; ability to generate new financial relationships through outbound/outreach and internal development.

The information above is based on the provided description and reflects the responsibilities, qualifications, and general expectations for the role. No explicit expiration is indicated in the text.