Customer Service Advisor 1 - Pear Orchard - Elizabethtown, KY
WesBanco Bank Inc., Elizabethtown, KY, United States
Customer Service Advisor 1 – Pear Orchard
Location: Elizabethtown, Kentucky, United States
Position ID: #41-9224
Work Hours: 37.5 hours per week
Employment Type: Full-time
Work Schedule
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be
Pear Orchard Banking Center .
Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
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 needs 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 new Retail customers and consistently promoting bank products to 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
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Initiate conversations to assess the financial needs of Banking Center customers and make recommendations and referrals to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.
Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures, uncovering other opportunities for products and services, and making qualified referrals.
Complies and operates within security and audit procedures.
Consistently achieves 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 consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote a team environment to ensure goals are met.
Sets priorities by monitoring performance against the banking center goals and adjusting activities as needed.
Executes outbound calling activities inside the banking center using customer lists, promotes bank products consistently, and makes appropriate business line referrals as defined by location goals.
Educates the bank team on uncovering opportunities to help advance the financial wellness of customers.
Supports 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 participates in regular staff meetings.
Provides service to customers and prospective customers on banking matters, explaining products offered and resolving problems/issues professionally.
Builds successful working relationships with internal business partners and seeks constructive feedback when appropriate.
Demonstrates sound judgment and decision making following established guidelines and procedures, and utilizes appropriate resources when needed.
Maintains security controls to protect self and the banking center against fraud and unnecessary risks.
Maintains a position of trust and confidentiality of all sensitive information.
Contributes to a team environment by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other Skills and Requirements
Acquire and maintain proficiency in the Bank's policies, procedures, and all applicable laws, rules, and regulations.
Complete all assigned compliance training in a timely manner.
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships, articulating concepts, ideas, and product information verbally and in writing.
Possess strong product knowledge for effective selling and promotion of the expected product portfolio.
Exhibit excellent organizational skills and the ability to multi‑task and remain flexible.
Proficient in Microsoft Outlook 365 and other Banking Software programs.
Possess sound mathematical and analytical skills.
Use practical problem‑solving skills and interpret instructions furnished in written, oral, diagrammatic or schedule form.
Occasionally lift and/or move up to 10 pounds.
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Location: Elizabethtown, Kentucky, United States
Position ID: #41-9224
Work Hours: 37.5 hours per week
Employment Type: Full-time
Work Schedule
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be
Pear Orchard Banking Center .
Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
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 needs 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 new Retail customers and consistently promoting bank products to 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
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Initiate conversations to assess the financial needs of Banking Center customers and make recommendations and referrals to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.
Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures, uncovering other opportunities for products and services, and making qualified referrals.
Complies and operates within security and audit procedures.
Consistently achieves 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 consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote a team environment to ensure goals are met.
Sets priorities by monitoring performance against the banking center goals and adjusting activities as needed.
Executes outbound calling activities inside the banking center using customer lists, promotes bank products consistently, and makes appropriate business line referrals as defined by location goals.
Educates the bank team on uncovering opportunities to help advance the financial wellness of customers.
Supports 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 participates in regular staff meetings.
Provides service to customers and prospective customers on banking matters, explaining products offered and resolving problems/issues professionally.
Builds successful working relationships with internal business partners and seeks constructive feedback when appropriate.
Demonstrates sound judgment and decision making following established guidelines and procedures, and utilizes appropriate resources when needed.
Maintains security controls to protect self and the banking center against fraud and unnecessary risks.
Maintains a position of trust and confidentiality of all sensitive information.
Contributes to a team environment by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other Skills and Requirements
Acquire and maintain proficiency in the Bank's policies, procedures, and all applicable laws, rules, and regulations.
Complete all assigned compliance training in a timely manner.
Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Effectively interact and build positive customer relationships, articulating concepts, ideas, and product information verbally and in writing.
Possess strong product knowledge for effective selling and promotion of the expected product portfolio.
Exhibit excellent organizational skills and the ability to multi‑task and remain flexible.
Proficient in Microsoft Outlook 365 and other Banking Software programs.
Possess sound mathematical and analytical skills.
Use practical problem‑solving skills and interpret instructions furnished in written, oral, diagrammatic or schedule form.
Occasionally lift and/or move up to 10 pounds.
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