Customer Service Advisor - Float - Administration WHE - Follansbee, WV

Overview

Job Title: Customer Service Advisor 1 - Float - Administration WHE

Job : #51-8792

Locations: Multiple Locations

Work Location: 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 Follansbee, and will float to Weirton Penco, Steubenville and Wellsburg Banking Centers.

Market: Wheeling

Work Hours per Week: 37.5

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Initiates conversations to assess the financial needs of Banking Center customers and makes recommendations and referrals to business partners for promotion of bank products and services.
• Accepts and accurately processes all financial service transactions.
• Opens new deposit accounts and operates a cash drawer, following proper balancing and cash handling procedures, while identifying opportunities for additional products and services and making qualified referrals.
• Complies with security and audit procedures.
• Achieves production and referral goals through relationship-building 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 to promote a team environment and meet goals.
• Sets priorities by monitoring performance against banking center goals and adjusting activities to meet them.
• Maintains outbound calling activity and promotes bank products with appropriate referrals as defined by location goals.
• Educates the team on uncovering opportunities to advance customers’ financial wellness.
• Supports day-to-day operations including client service, opening/closing procedures, vault duties, cash control, inventory, and compliance requirements.
• Participates in regular staff meetings and supports customers and prospects with product explanations and problem resolution.
• Builds relationships with internal partners and seeks constructive feedback when appropriate.
• Demonstrates sound judgment and follows guidelines and procedures, using available resources as needed.
• Maintains security controls to protect the banking center against risk and fraud.
• Keeps sensitive information confidential and secure.
• Contributes to a team environment by handling incoming calls and other duties to support the Banking Center’s success.

• Created a positive customer experience aligned with the Bank’s standards.
• Assess financial needs and refer customers to appropriate partners for product promotion.
• Process financial transactions accurately and securely.
• Open new deposit accounts and manage cash drawer with proper balancing.
• Follow security, audit, and compliance procedures.
• Meet production and referral goals through outreach and relationship-building activities.
• Collaborate with branch staff to achieve goals and maintain service quality.
• Promote bank products and make referrals as per location goals.
• Support onboarding and customer education to advance financial wellness.
• Assist with daily operations, including open/close procedures and vault support.
• Attend staff meetings and participate in community engagements when applicable.

• High school diploma or GED required.
• Banking, cash handling, sales, and customer service experience preferred.
• Proficient in Microsoft Outlook 365; capable of learning banking software programs.
• Strong consumer lending knowledge and ability to promote related products.
• Ability to generate new financial relationships through outbound calling and business development.
• Strong verbal and written communication; ability to explain concepts clearly.
• Excellent organizational skills with ability to multi-task and adapt.
• Sound mathematical and analytical skills.
• Ability to solve practical problems and interpret diverse instructions.

• Banking is highly regulated; must maintain proficiency in bank policies and complete compliance training.
• Ability to interact effectively with customers and internal partners.

• Job Type: Full-time
• Area of Interest: Retail Services
• Locations All: Follansbee, WV;
  Weirton, WV;
  Steubenville, OH;
  Wellsburg, WV