Customer Service Advisor 1 - Perry Hall

We need to output HTML fragment with sections: About the role? The posting includes summary, responsibilities, essential functions, duties, other skills, additional information (wage, PTO, benefits), qualifications (education, experience). We must use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include a section only when posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. We need to decide which sections to include. The posting includes: - Summary (intro) maybe "About the role" or "Summary". Could be "About the role". We'll put summary in

. - Responsibilities: there is a list of duties. We'll put under

Responsibilities

with

• . - Requirements: maybe "Qualifications" for education/experience. We'll put under

  Qualifications

  with

  or list. - Skills: "Other Skills And Abilities" etc. Could be under

  Skills

  . - Benefits: includes PTO, STD, holidays, benefits package, 401(k). So

  Benefits

  . - Pay: wage range $18.50 - $21.50 per hour, eligible for overtime and referral incentives. So

  Pay

  . - Schedule: The posting says "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Perry Hall Banking Center." That's schedule info: in-office, location. Could be under

  Schedule

  . It's specific enough. We must not include sections with filler like "commensurate with experience". Not present. We need to preserve all substantive info, not invent or summarize away detail. Must not omit details. So we need to include all details from posting. Let's extract content: Intro: "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Perry Hall Banking Center." Then "Summary 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 Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures." Then "Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and making 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 of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market." Then "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)" This seems like headings but we can incorporate into responsibilities. Then "Essential Duties And Responsibilities Personally models the standards of the Bank's Mission, Vision, and Pledge. Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers 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 along with uncovering other opportunities for products and services as well as making qualified referrals. Complies and operates within security and audit procedures. Consistently 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. 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. Educates 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." Then "Other Skills And Abilities 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: Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Must have excellent organizational skills and the ability to multi-task and to 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." Then "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." Then 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." We need to preserve all substantive info. We'll put sections: - About the role (summary) maybe combine intro and summary? Could be separate but we can put under About the role: the first paragraph about in-office and location plus summary. Better: About the role: include the in-office statement and summary. Responsibilities: list of duties (we can bullet many items). We'll need to extract each duty as bullet. Qualifications: education and experience. Skills: list of skills/abilities. Benefits: PTO, STD, holidays, benefits package, 401(k). Pay: wage range, overtime, referral incentives. Schedule: maybe we already covered in About the role; but we could still have Schedule section: "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Perry Hall Banking Center." However that is also location info. Since we have About the role maybe we can put schedule there. But we need to follow instruction: include a section ONLY when posting has real specific content. We have schedule content; we could make a Schedule section. But we also have About the role; we could keep both. However we risk duplication. Better to put schedule in About the role? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can have About the role (summary) and Schedule separate. That's fine. Thus:

  About the role

  ... summary ...

  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 Perry Hall Banking Center.

  Responsibilities

  • ... each duty ...

  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.

  Skills

  • ... each skill ...

  Benefits

  • ... each benefit ...

  Pay

  The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives.

  We must not repeat job title as heading. Good. Now we need to extract duties into bullet list. There's a lot; we need to preserve all substantive info but not overly verbose? We must preserve all substantive information; we cannot summarize away detail. So we need to include each duty as separate bullet? Could combine similar but must not lose detail. Let's list each distinct duty from the responsibilities section. From the text: - Personally models the standards of the Bank's Mission, Vision, and Pledge. - Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers 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 along with uncovering other opportunities for products and services as well as making qualified referrals. - Complies and operates within security and audit procedures. - Consistently 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. - 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. - Educates 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. -