Customer Service Advisor 1 - Paulding, OH - Paulding, OH

WesBanco Bank, Inc • Paulding, OH • 4d ago

Summary

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSAs 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 making 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/issues.

Builds successful working relationships with internal

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