WesBanco Bank Inc.
Customer Service Advisor - Annapolis - Annapolis, MD
WesBanco Bank Inc., Hambleton, Maryland, United States
SUMMARY
Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. The Customer Service Advisor (CSA) is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA complies with all established bank policies, procedures, and security measures.
ESSENTIAL FUNCTIONS
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross‑selling of bank products and services
Business development (inside and outside)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Personally model the standards of the bank's Mission, Vision, and Pledge.
Effectively assess the financial needs of clients and make appropriate recommendations.
Accurately process all financial service transactions.
Manage the CSR cash drawer and follow balancing and cash‑handling procedures.
Operate within security and audit procedures.
Consistently meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Promote the sales culture within the banking center by demonstrating strong selling ability.
Communicate and partner effectively with branch staff to promote a team environment.
Monitor performance against goals and adjust individual objectives as needed.
Execute outbound calling activities and promote bank products consistently.
Educate bank team on opportunities to advance customer financial wellness.
Set priorities and implement defined sales and service activities.
Promote company products and services in the community.
Support day‑to‑day operations, including customer service, open/close procedures, vault duties, cash levels, inventory, audit, and compliance.
Participate in regular sales and staff meetings.
Provide service to customers on various banking matters, explaining products and resolving issues.
Build successful relationships with internal business partners and seek constructive peer feedback.
Demonstrate sound judgment and decision‑making while following guidelines and procedures.
Maintain security controls to protect the banking center from fraud and risks.
Maintain confidentiality of sensitive information.
Contribute to team service by answering phone calls and performing additional duties as needed.
Be cross‑trained and assist with operational duties.
OTHER SKILLS AND REQUIREMENTS
Acquire and maintain proficiency in bank policies and procedures; complete all compliance training timely.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with the S.A.F.E. Act.
Proficient in Microsoft Outlook 365; learn various banking software programs.
Strong consumer lending skills and understanding of consumer lending products (preferred).
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships; clearly express concepts verbally and in writing.
Strong product knowledge for selling and promoting bank products.
Interpret a variety of instructions in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills (preferred).
Excellent organizational skills; multi‑task and flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
ADDITIONAL INFORMATION The wage range for the Customer Service Advisor position is $18.50–$21.50 per hour, with approved overtime and referral incentives. The position includes 17 days of paid time off (PTO), 5 days of short‑term disability (STD), and 11 annual paid holidays. Benefits include medical, dental, and vision; health care flexible spending; dependent care flexible spending; transportation fringe benefit; group life; long‑term disability; optional life; voluntary benefit products; and a 401(k) with employee match.
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ESSENTIAL FUNCTIONS
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross‑selling of bank products and services
Business development (inside and outside)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Personally model the standards of the bank's Mission, Vision, and Pledge.
Effectively assess the financial needs of clients and make appropriate recommendations.
Accurately process all financial service transactions.
Manage the CSR cash drawer and follow balancing and cash‑handling procedures.
Operate within security and audit procedures.
Consistently meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Promote the sales culture within the banking center by demonstrating strong selling ability.
Communicate and partner effectively with branch staff to promote a team environment.
Monitor performance against goals and adjust individual objectives as needed.
Execute outbound calling activities and promote bank products consistently.
Educate bank team on opportunities to advance customer financial wellness.
Set priorities and implement defined sales and service activities.
Promote company products and services in the community.
Support day‑to‑day operations, including customer service, open/close procedures, vault duties, cash levels, inventory, audit, and compliance.
Participate in regular sales and staff meetings.
Provide service to customers on various banking matters, explaining products and resolving issues.
Build successful relationships with internal business partners and seek constructive peer feedback.
Demonstrate sound judgment and decision‑making while following guidelines and procedures.
Maintain security controls to protect the banking center from fraud and risks.
Maintain confidentiality of sensitive information.
Contribute to team service by answering phone calls and performing additional duties as needed.
Be cross‑trained and assist with operational duties.
OTHER SKILLS AND REQUIREMENTS
Acquire and maintain proficiency in bank policies and procedures; complete all compliance training timely.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with the S.A.F.E. Act.
Proficient in Microsoft Outlook 365; learn various banking software programs.
Strong consumer lending skills and understanding of consumer lending products (preferred).
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships; clearly express concepts verbally and in writing.
Strong product knowledge for selling and promoting bank products.
Interpret a variety of instructions in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills (preferred).
Excellent organizational skills; multi‑task and flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
ADDITIONAL INFORMATION The wage range for the Customer Service Advisor position is $18.50–$21.50 per hour, with approved overtime and referral incentives. The position includes 17 days of paid time off (PTO), 5 days of short‑term disability (STD), and 11 annual paid holidays. Benefits include medical, dental, and vision; health care flexible spending; dependent care flexible spending; transportation fringe benefit; group life; long‑term disability; optional life; voluntary benefit products; and a 401(k) with employee match.
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