WesBanco Bank Inc.
Customer Service Advisor Float - Administration WHE - Follansbee, WV
WesBanco Bank Inc., Follansbee, West Virginia, United States, 26037
Overview
Customer Service Advisor Float - Administration WHE (Job #51-8567) — Follansbee, West Virginia, United States
Location: 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
Follansbee
and will float to
Weirton Penco, Steubenville and Wellsburg Banking Centers .
Market: Wheeling
Work Hours per Week: 37.5
Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description 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.
Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies with 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 selling and promoting Bank products to reach individual and team sales goals.
Communicates and collaborates with branch staff and peers to promote a team environment and achieve goals.
Monitors performance against banking center goals and adjusts goals and promotions as needed.
Executes outbound calling activities inside the banking center and makes appropriate referrals as defined by location goals.
Educates bank team on opportunities to advance the financial wellness of customers.
Sets priorities and implements defined sales and service activities.
Promotes company products and services in the community to support growth.
Supports the day-to-day operations including customer service, open/close procedures, vault duties, cash control, inventory, audit and compliance requirements.
Participates in regular sales and staff meetings.
Provides service to customers and prospects on banking matters and resolves problems/issues professionally.
Builds relationships with internal partners and seeks constructive feedback.
Demonstrates sound judgment and follows guidelines/procedures with appropriate resources.
Maintains security controls to protect against risks and protect confidential information.
Contributes to a team environment by handling incoming calls and other duties to support Banking Center success.
Cross-trained and prepared to assist with operational duties.
Other Skills and Requirements
Banking is highly regulated; maintain proficiency in bank policies and comply with all applicable laws and complete compliance training timely.
Must be willing to 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 and other banking software programs.
Strong consumer lending skills are preferred with understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effective communication with customers and ability to explain concepts clearly in writing and verbally.
Strong product knowledge for selling and promoting bank products.
Ability to interpret diverse instructions and demonstrate sound math/analytical skills.
Excellent organizational skills with ability to multi-task and be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time:
Full-time
Area of Interest:
Retail Services
All Locations:
Follansbee, West Virginia, United States
#J-18808-Ljbffr
Location: 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
Follansbee
and will float to
Weirton Penco, Steubenville and Wellsburg Banking Centers .
Market: Wheeling
Work Hours per Week: 37.5
Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description 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.
Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies with 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 selling and promoting Bank products to reach individual and team sales goals.
Communicates and collaborates with branch staff and peers to promote a team environment and achieve goals.
Monitors performance against banking center goals and adjusts goals and promotions as needed.
Executes outbound calling activities inside the banking center and makes appropriate referrals as defined by location goals.
Educates bank team on opportunities to advance the financial wellness of customers.
Sets priorities and implements defined sales and service activities.
Promotes company products and services in the community to support growth.
Supports the day-to-day operations including customer service, open/close procedures, vault duties, cash control, inventory, audit and compliance requirements.
Participates in regular sales and staff meetings.
Provides service to customers and prospects on banking matters and resolves problems/issues professionally.
Builds relationships with internal partners and seeks constructive feedback.
Demonstrates sound judgment and follows guidelines/procedures with appropriate resources.
Maintains security controls to protect against risks and protect confidential information.
Contributes to a team environment by handling incoming calls and other duties to support Banking Center success.
Cross-trained and prepared to assist with operational duties.
Other Skills and Requirements
Banking is highly regulated; maintain proficiency in bank policies and comply with all applicable laws and complete compliance training timely.
Must be willing to 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 and other banking software programs.
Strong consumer lending skills are preferred with understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effective communication with customers and ability to explain concepts clearly in writing and verbally.
Strong product knowledge for selling and promoting bank products.
Ability to interpret diverse instructions and demonstrate sound math/analytical skills.
Excellent organizational skills with ability to multi-task and be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time:
Full-time
Area of Interest:
Retail Services
All Locations:
Follansbee, West Virginia, United States
#J-18808-Ljbffr