Customer Service Advisor 1 Float - Carnegie, PA

About the role

This position is 100% in‑office. The employee will work scheduled hours at a designated WesBanco location, with primary consideration for the Carnegie, PA office and possible floating to the Baldwin, Southpointe, Trinity Point, and Washington Road offices. Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSAs 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 the 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

• Operate as a Customer Service Representative (CSR).
• Open new deposit accounts.
• Connect with customers to determine needs and make recommendations and referrals for products and services to internal and external partners.
• Initiate outbound telephone calls for proper customer onboarding, prospecting new retail customers, and consistent promotion of bank products to new and existing retail banking relationships.
• Participate in community service opportunities in the specific community or market.
• Personally model the standards of the Bank's Mission, Vision, and Pledge.
• Initiate conversations to effectively assess financial needs of Banking Center customers and be capable of making recommendations and referring customers to business partners.
• Accept and accurately process 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 product/service opportunities, and making qualified referrals.
• Comply 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 consumer or business relationships.
• Communicate and partner effectively with branch staff and peers to promote a team environment to ensure goals are met.
• Set priorities by continually monitoring performance against banking center goals and adjusting individual activities as needed.
• Execute consistent outbound calling activities inside the banking center utilizing customer lists.
• Promote bank products consistently and make appropriate business line referrals as defined by location goals.
• Educate bank team on uncovering opportunities to help advance financial wellness of customers.
• Support proper functioning of all day‑to‑day operations including customer service, open and close procedures, support of 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 explanation of products offered and professional resolution of problems/issues.
• Build successful working relationships with internal business partners, seeking constructive peer feedback when appropriate.
• Demonstrate sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• 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 in a secured location.
• Contribute to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Requirements

• High School Diploma or General Education Degree (GED) required.
• Minimum of one year of banking experience preferred.
• Minimum of three years of cash handling, sales, and customer service experience preferred.
• Business Development: Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Interpersonal and Communication Skills: Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
• Other Skills and Abilities: Strong product knowledge for the level of selling and successfully promoting products expected with the position.
• Other Skills and Abilities: Excellent organizational skills and the ability to multi‑task and be flexible.
• Mathematical Skills: Sound mathematical and analytical skills preferred.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.