Customer Service Advisor 1 - Float - Administration CHA

Summary

The employee will work their scheduled work hours in a designated WesBanco location, with consideration for locations in Sissonville, South Hills, WesBanco Center, and Rock Branch Banking Centers.

Responsibilities

• Initiate conversations to effectively assess the financial needs of Banking Center customers and make recommendations and referrals for 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.
• Uncover other opportunities for products and services and make qualified referrals.
• Comply and operate within security and audit procedures.
• Achieve production and referral goals through relationship development related 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.
• Maintain a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• 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.
• Have strong product knowledge for the level of selling and successfully promote products expected with position.
• Have excellent organizational skills and the ability to multi-task and be flexible.
• Be proficient in Microsoft Outlook 365 and proficient in various Banking Software programs.
• Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Essential Duties And Responsibilities

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Operate as a Customer Service Representative (CSR).
• Connect with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
• Initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers, and consistent promotion of bank products and services to new and existing Retail banking relationships.
• Participate in community service opportunities in the specific community or market.
• Comply with all established Bank policies, procedures, and security measures.

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)