Customer Service Advisor 1 Mount Airy

Summary

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.

Responsibilities

• 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 support as needed.
• Buys into and promotes Bank's products and services.
• Builds consumer and business relationships.
• Operates as a Customer Service Representative (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.
• Initiates outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers, and consistent promotion of bank products and services.
• Participates in community service opportunities in the specific community or market.

Essential Functions

• Models the standards of the Bank's Mission, Vision, and Pledge.
• Accurately processes all financial service transactions.
• 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.
• 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.
• Answers incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other Skills And Requirements

• Acquires and maintains a proficiency in the Bank's policies and procedures, and adheres to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
• Completes all assigned compliance training in a timely manner.
• Generates new financial relationships through outbound calling, internal business development and building a loyal customer base.
• Interacts and builds positive customer relationships and clearly expresses concepts, ideas, and product information verbally and in writing.
• Has strong product knowledge for the level of selling and successfully promotes products expected with position.
• Holds excellent organizational skills and the ability to multi-task and be flexible.
• Is proficient in Microsoft Outlook 365.
• Is proficient in computer skills and the ability to learn various Banking Software programs.
• Solves practical problems and deals with a variety of concrete variables in situations where only limited standardization exists.
• Interprets a variety of instructions furnished in written, oral, diagram, or schedule form.
• Lifts and/or moves up to 10 pounds occasionally.

Additional Information

• The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives.
• The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
• 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, 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.