WesBanco
Customer Service Advisor Float- Pikesville
WesBanco, Baltimore, Maryland, United States, 21276
Customer Service Advisor Float- Pikesville
Join to apply for the
Customer Service Advisor Float- Pikesville
role at
WesBanco .
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Pikesville, Perry Hall.
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.
Assess the financial needs of Banking Center clients and make an appropriate recommendation.
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.
Monitors performance against the banking center goals, adjusts individual goals and initiates sales promotions as needed.
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 customer service, open and close procedures, vault duties, cash level control and inventory, audit and compliance requirements.
Actively participates in regular sales and 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 business partners, seeks constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making by following established guidelines and procedures and utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal, fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contributes in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross‑trained and expected to assist with operational duties.
Other Skills and Requirements
Acquire and maintain proficiency in the bank's policies and procedures, and adhere to all applicable laws, rules and regulations.
Complete all assigned compliance training in a timely manner.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365; proficient computer skills and ability to learn various Banking Software programs.
Strong consumer lending skills preferred with a solid understanding of consumer lending products.
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, ideas, and product information verbally and in writing.
Strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Excellent organizational skills; ability to multi‑task and be flexible.
Lift and carry up to 25 pounds.
Available to work all hours of operations.
High school diploma or GED required.
Additional Information The wage range for the Customer Service Advisor position is $18.50 – $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short‑Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Banking
#J-18808-Ljbffr
Customer Service Advisor Float- Pikesville
role at
WesBanco .
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Pikesville, Perry Hall.
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.
Assess the financial needs of Banking Center clients and make an appropriate recommendation.
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.
Monitors performance against the banking center goals, adjusts individual goals and initiates sales promotions as needed.
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 customer service, open and close procedures, vault duties, cash level control and inventory, audit and compliance requirements.
Actively participates in regular sales and 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 business partners, seeks constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making by following established guidelines and procedures and utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal, fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contributes in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross‑trained and expected to assist with operational duties.
Other Skills and Requirements
Acquire and maintain proficiency in the bank's policies and procedures, and adhere to all applicable laws, rules and regulations.
Complete all assigned compliance training in a timely manner.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365; proficient computer skills and ability to learn various Banking Software programs.
Strong consumer lending skills preferred with a solid understanding of consumer lending products.
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, ideas, and product information verbally and in writing.
Strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Excellent organizational skills; ability to multi‑task and be flexible.
Lift and carry up to 25 pounds.
Available to work all hours of operations.
High school diploma or GED required.
Additional Information The wage range for the Customer Service Advisor position is $18.50 – $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short‑Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Banking
#J-18808-Ljbffr