Customer Service Advisor 1 - Liberty (Youngstown, OH)

Summary

The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be in our Liberty office in Youngstown, OH.

Responsibilities

• Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.
• Provides excellent customer service while identifying sales opportunities and performing account transactions.
• Recognizes the immediate need of the Banking Center throughout the day and proactively provides both Customer Service Representative (CSR) and sales platform support as needed.
• Buys into and promotes Bank's products and services.
• Initiates 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.
• Participates in community service opportunities in the specific community or market.

Essential Functions

• Models the standards of the Bank's Mission, Vision, and Pledge.
• Assesses the financial needs of Banking Center customers and makes recommendations and referrals for products and services to internal and external partners as applicable.
• Accepts and accurately processes all financial service transactions.
• Opens new deposit accounts and operates a cash drawer while following proper balancing and cash handling procedures.
• Uncover opportunities for products and services and make qualified referrals.
• Complies and operates within security and audit procedures.
• Consistently achieves 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.
• Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
• Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals.
• Executes consistent, outbound calling activities inside the banking center by utilizing customer lists.
• Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
• Edits bank team on uncovering opportunities to help advance financial wellness of customers.
• Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
• Actively participates in regular staff meetings.
• Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
• Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contributes 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.

Qualifications

• 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.