WesBanco
Location
WesBanco location in Parkersburg, WV. 100% in office.
Summary Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. CSA’s respond promptly to the immediate needs of the Banking Center, proactively supporting Customer Service Representatives (CSRs) and the sales platform. The CSA builds consumer and business relationships, focusing on daily sales initiatives while complying with all Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing additional support for 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 the Bank’s products and services
Business development (inside and outside)
Essential Duties and Responsibilities
Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess clients' financial needs and recommend appropriate solutions.
Accurately process all financial service transactions.
Maintain the CSR cash drawer, balancing and cash handling procedures.
Operate within security and audit procedures.
Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
Promote a sales culture and achieve individual and team sales targets.
Communicate and partner effectively with branch staff and peers.
Monitor performance against banking center goals, adjusting individual goals and initiating promotions as needed.
Execute outbound calling activities using customer lists, promoting bank products and making appropriate referrals.
Educate the bank team on uncovering opportunities to advance customers’ financial wellness.
Set priorities and implement defined sales and service activities.
Promote the Bank’s products and services in the community.
Support day‑to‑day operations: customer service, opening/closing procedures, vault duties, cash control, inventory, audit, and compliance.
Participate in regular sales and staff meetings.
Provide service and explain products to customers and prospective customers.
Build working relationships with internal partners and seek constructive feedback.
Demonstrate sound judgment and decision‑making, following established guidelines.
Maintain security controls to protect against fraud and risks.
Maintain confidentiality of sensitive information.
Assist with operational duties and cross‑train as needed.
Answer incoming telephone calls and perform additional duties supporting the banking center.
Other Skills and Requirements
Proficiency in Bank policies and procedures; comply with applicable laws, rules, and regulations.
Complete all assigned compliance training promptly.
Register and maintain NMLS to comply with S.A.F.E. Act requirements.
Proficient in Microsoft Outlook 365; learn various banking software programs.
Strong consumer lending skills and 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 customer relationships; 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.
Excellent organizational skills; multitask and be flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operation.
High school diploma or GED required.
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Summary Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Advisor (CSA) provides excellent customer service, identifies sales opportunities, and performs account transactions. CSA’s respond promptly to the immediate needs of the Banking Center, proactively supporting Customer Service Representatives (CSRs) and the sales platform. The CSA builds consumer and business relationships, focusing on daily sales initiatives while complying with all Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing additional support for 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 the Bank’s products and services
Business development (inside and outside)
Essential Duties and Responsibilities
Model the standards of the Bank’s Mission, Vision, and Pledge.
Assess clients' financial needs and recommend appropriate solutions.
Accurately process all financial service transactions.
Maintain the CSR cash drawer, balancing and cash handling procedures.
Operate within security and audit procedures.
Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
Promote a sales culture and achieve individual and team sales targets.
Communicate and partner effectively with branch staff and peers.
Monitor performance against banking center goals, adjusting individual goals and initiating promotions as needed.
Execute outbound calling activities using customer lists, promoting bank products and making appropriate referrals.
Educate the bank team on uncovering opportunities to advance customers’ financial wellness.
Set priorities and implement defined sales and service activities.
Promote the Bank’s products and services in the community.
Support day‑to‑day operations: customer service, opening/closing procedures, vault duties, cash control, inventory, audit, and compliance.
Participate in regular sales and staff meetings.
Provide service and explain products to customers and prospective customers.
Build working relationships with internal partners and seek constructive feedback.
Demonstrate sound judgment and decision‑making, following established guidelines.
Maintain security controls to protect against fraud and risks.
Maintain confidentiality of sensitive information.
Assist with operational duties and cross‑train as needed.
Answer incoming telephone calls and perform additional duties supporting the banking center.
Other Skills and Requirements
Proficiency in Bank policies and procedures; comply with applicable laws, rules, and regulations.
Complete all assigned compliance training promptly.
Register and maintain NMLS to comply with S.A.F.E. Act requirements.
Proficient in Microsoft Outlook 365; learn various banking software programs.
Strong consumer lending skills and 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 customer relationships; 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.
Excellent organizational skills; multitask and be flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operation.
High school diploma or GED required.
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