Customer Service Advisor 1 - Elida

WesBanco Bank, Inc • Lima, OH • 1h ago

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.

Essential Functions:

Excellent Customer Service

Operational and Security Proficiency

Identify referral opportunities

Relationship building

Promotion 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.

Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively 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 along with 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 related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.

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

Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities 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.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular staff meetings.

Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/iss

Similar Jobs

Adult Education DIT Manager/Instructor

Apollo Career Center • Lima, OH • 4h ago

Management & Administrative

Apollo Career Center is currently accepting applications for the position of: Adult Education DIT (Diversified Industrial Training) Manager/Instructor Responsibilities: Develop and deliver curriculum for DIT programs for...

4h ago

Go to Apply

Customer Service Advisor 1 - Allentown Rd.

WesBanco Bank, Inc • Lima, OH • 2d ago

Management & Administrative

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 e...

2d ago

Go to Apply

Automotive Service Technician

ROTARY COMPRESSION TECHNOLOGIES INC. • Lima, OH • 3d ago

Management & Administrative

Service Technician BH Job ID: BH-4226-17 SF Job Req ID: Service Technician Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancest...

3d ago

Go to Apply

Account Manager

AIR LIQUIDE USA LLC • Lima, OH • 3d ago

Management & Administrative

R10092442 Account Manager (Open) Location: Lima, OH - Retail shop How will you CONTRIBUTE and GROW? We are committed to building a diverse and inclusive workplace that embraces the unique perspectives of our employees, o...

3d ago

Go to Apply

Service Technician

PT Intermediate Holdings IV LLC • Lima, OH • 5d ago

Management & Administrative

Description Position at General Parts Group Now Hiring: Service Technicians Up to $3,000 Sign-On Bonus for Experienced Candidates! Hourly rates start at $25.00 per hour and up to $45.00 per hour based on experience What...

5d ago

Go to Apply

Customer Service Technician

Connect Holding II LLC • Lima, OH • 5d ago

Management & Administrative

Company Description At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest a...

5d ago

Go to Apply

Customer Service Technician

Connect Holding II LLC • Lima, OH • 5d ago

Management & Administrative

5d ago

Go to Apply

Administrative Assistant

Nexgen Research • Lima, OH • 6d ago

Management & Administrative

NexGen Research is a multi-specialty clinical research network, built to provide the highest quality clinical research in the industry. Our research sites conduct safe and well-monitored clinical trials with new and exis...

6d ago

Go to Apply

Administrative Assistant

Perry Township • Lima, OH • 1w ago

Management & Administrative

Position Title: Administrative Assistant Department: Township Administration Reports To: Fiscal Officer / Board of Trustees Assist as needed: Zoning Inspector / Police FLSA Status: Non-Exempt Employment Type: Part-Time (...

1w ago

Go to Apply

Customer Service Supervisor

Wawa, Inc. • Lima, OH • 1w ago

Management & Administrative

As a Customer Service Supervisor (CSS) , you are a motivated leader who plays a key role in supporting store operations. You'll work side-by-side with peer supervisors and store leaders to deliver excellent customer serv...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)