Customer Service Advisor 1 Float - Beavercreek - Dayton, OH
WesBanco Bank Inc., Franklin, OH, United States
LOCATION
100% in office. Employee will work scheduled work hours in a designated WesBanco location. Consideration for location will be Beavercreek with float locations to: Wilmington Pike (Centerville, OH) and Franklin, OH.
WORK HOURS 37.5 hours per week.
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 focuses on promotion of Bank’s products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
ESSENTIAL FUNCTIONS
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Promotion of Bank’s products and services
Business development (inside and outside)
ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Personally model the standards of the Bank’s Mission, Vision, and Pledge.
Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of making recommendations and referrals to business partners for promotion of bank products and services.
Accept and accurately process all financial service transactions.
Open new deposit accounts and operate a cash drawer while following proper balancing and cash handling procedures and uncovering opportunities for products and services with qualified referrals.
Comply with and operate within security and audit procedures.
Consistently achieve production and referral goals through relationship development activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing ones.
Communicate and partner effectively with branch staff and peers to promote a team environment and ensure goals are met.
Set priorities by monitoring performance against banking center goals and adjusting activities as needed.
Execute consistent outbound calling activities inside the banking center by utilizing customer lists, promoting bank products, and making appropriate business line referrals as defined by location goals.
Educate bank team on uncovering opportunities to advance customer financial wellness.
Support day‑to‑day operations including customer service, open and close procedures, daily vault duties, control of cash levels, adequate inventory supply, audit and compliance requirements.
Actively participate in regular staff meetings.
Provide service to customers and prospective customers on various banking matters including explaining products offered and resolving issues professionally.
Build successful working relationships with internal business partners and provide constructive peer feedback when appropriate.
Demonstrate sound judgment, decision making, and follow established guidelines and procedures while utilizing appropriate resources for assistance.
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintain a position of trust and responsibility by keeping all sensitive information and customer business confidential and secure.
Contribute to a team environment by answering incoming telephone calls and performing additional duties assigned to support the success of the Banking Center.
OTHER REQUIREMENTS Banking is a highly regulated industry and you will be expected to acquire and maintain proficiency in the Bank’s policies and procedures, and adhere to all laws, rules and regulations applicable to your conduct and the work you will be performing. This position will be responsible for maintaining and ensuring organizational compliance with the Bank Secrecy Act (BSA) regulations.
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships and clearly express concepts, ideas, and product information verbally and in writing.
Possess strong product knowledge to sell and promote the products expected in this position, with excellent organizational skills and the ability to multi‑task and be flexible.
Proficient in Microsoft Outlook 365 and demonstrate proficient computer skills with the ability to learn various banking software programs.
Sound mathematical and analytical skills preferred.
Solve practical problems and handle a variety of variables in situations with limited standardization. Interpret instructions furnished in written, oral, diagram, or schedule form.
ADDITIONAL INFORMATION 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, and 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.
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WORK HOURS 37.5 hours per week.
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 focuses on promotion of Bank’s products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
ESSENTIAL FUNCTIONS
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Promotion of Bank’s products and services
Business development (inside and outside)
ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Personally model the standards of the Bank’s Mission, Vision, and Pledge.
Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of making recommendations and referrals to business partners for promotion of bank products and services.
Accept and accurately process all financial service transactions.
Open new deposit accounts and operate a cash drawer while following proper balancing and cash handling procedures and uncovering opportunities for products and services with qualified referrals.
Comply with and operate within security and audit procedures.
Consistently achieve production and referral goals through relationship development activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing ones.
Communicate and partner effectively with branch staff and peers to promote a team environment and ensure goals are met.
Set priorities by monitoring performance against banking center goals and adjusting activities as needed.
Execute consistent outbound calling activities inside the banking center by utilizing customer lists, promoting bank products, and making appropriate business line referrals as defined by location goals.
Educate bank team on uncovering opportunities to advance customer financial wellness.
Support day‑to‑day operations including customer service, open and close procedures, daily vault duties, control of cash levels, adequate inventory supply, audit and compliance requirements.
Actively participate in regular staff meetings.
Provide service to customers and prospective customers on various banking matters including explaining products offered and resolving issues professionally.
Build successful working relationships with internal business partners and provide constructive peer feedback when appropriate.
Demonstrate sound judgment, decision making, and follow established guidelines and procedures while utilizing appropriate resources for assistance.
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintain a position of trust and responsibility by keeping all sensitive information and customer business confidential and secure.
Contribute to a team environment by answering incoming telephone calls and performing additional duties assigned to support the success of the Banking Center.
OTHER REQUIREMENTS Banking is a highly regulated industry and you will be expected to acquire and maintain proficiency in the Bank’s policies and procedures, and adhere to all laws, rules and regulations applicable to your conduct and the work you will be performing. This position will be responsible for maintaining and ensuring organizational compliance with the Bank Secrecy Act (BSA) regulations.
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships and clearly express concepts, ideas, and product information verbally and in writing.
Possess strong product knowledge to sell and promote the products expected in this position, with excellent organizational skills and the ability to multi‑task and be flexible.
Proficient in Microsoft Outlook 365 and demonstrate proficient computer skills with the ability to learn various banking software programs.
Sound mathematical and analytical skills preferred.
Solve practical problems and handle a variety of variables in situations with limited standardization. Interpret instructions furnished in written, oral, diagram, or schedule form.
ADDITIONAL INFORMATION 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, and 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.
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