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Customer Service AdvisorHudson Hudson, MI

WesBanco Bank Inc • Hudson, MI • 1h ago

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Customer Service Advisor-Hudson

14-8775

Hudson, Michigan, United States

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Location

This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Hudson, MI banking center.

Market

Toledo

Work Hours per Week

Requirements

High school diploma or GED required.

Banking, cash handling, sales, and customer service experience preferred.

Job Description

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.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.

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 successfully promote the Bank's products and services in order to reach individual and team sales goals.

Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate 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 the implementation of the defined sales and service activities.

Promotes company products and services in the community to assist in the continuing growth of the Bank.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close proced

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