WesBanco
Customer Service Advisor - Carey
Company: WesBanco
Location: Carey, OH
This position is 100% in office; employees will work scheduled hours in a designated WesBanco location.
Summary Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) provide excellent customer service while identifying sales opportunities and performing account transactions. CSAs respond proactively to meet the immediate needs of the banking center and provide support as needed.
Key Responsibilities
Operate as a Customer Service Representative (CSR) and provide operational support to meet sales and service objectives.
Provide excellent customer service; complete all financial service transactions accurately.
Maintain CSR cash drawer, balance cash, and follow proper cash handling procedures.
Comply with security and audit procedures.
Identify referral and cross‑selling opportunities for the bank’s products and services.
Develop consumer and business relationships, focusing on daily sales initiatives.
Achieve and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Educate bank team on opportunities to advance financial wellness of customers.
Execute outbound calling activities and promote bank products consistently.
Support day‑to‑day operations: customer service, open/close procedures, vault duties, inventory, compliance, and audit requirements.
Participate in regular sales and staff meetings; provide teamwork and peer feedback.
Maintain prescribed security controls and confidentiality of customer information.
Assist with operational duties as cross‑trained.
Other Skills and Requirements
Proficient in Microsoft Outlook 365 and banking software programs.
Strong consumer lending skills and understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling and internal business development.
Effective interpersonal communication skills, both verbal and written.
Strong product knowledge to promote bank products successfully.
Sound mathematical and analytical skills.
Excellent organizational and multi‑tasking skills; flexible and adaptable.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
High school diploma or GED required.
Must register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS) per the S.A.F.E. Act.
Complete all assigned compliance training on time; adhere to all bank policies and applicable laws and regulations.
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Company: WesBanco
Location: Carey, OH
This position is 100% in office; employees will work scheduled hours in a designated WesBanco location.
Summary Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) provide excellent customer service while identifying sales opportunities and performing account transactions. CSAs respond proactively to meet the immediate needs of the banking center and provide support as needed.
Key Responsibilities
Operate as a Customer Service Representative (CSR) and provide operational support to meet sales and service objectives.
Provide excellent customer service; complete all financial service transactions accurately.
Maintain CSR cash drawer, balance cash, and follow proper cash handling procedures.
Comply with security and audit procedures.
Identify referral and cross‑selling opportunities for the bank’s products and services.
Develop consumer and business relationships, focusing on daily sales initiatives.
Achieve and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Educate bank team on opportunities to advance financial wellness of customers.
Execute outbound calling activities and promote bank products consistently.
Support day‑to‑day operations: customer service, open/close procedures, vault duties, inventory, compliance, and audit requirements.
Participate in regular sales and staff meetings; provide teamwork and peer feedback.
Maintain prescribed security controls and confidentiality of customer information.
Assist with operational duties as cross‑trained.
Other Skills and Requirements
Proficient in Microsoft Outlook 365 and banking software programs.
Strong consumer lending skills and understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling and internal business development.
Effective interpersonal communication skills, both verbal and written.
Strong product knowledge to promote bank products successfully.
Sound mathematical and analytical skills.
Excellent organizational and multi‑tasking skills; flexible and adaptable.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
High school diploma or GED required.
Must register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS) per the S.A.F.E. Act.
Complete all assigned compliance training on time; adhere to all bank policies and applicable laws and regulations.
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