Customer Service Advisor 1 - Riverdale
for sections: About the role, Responsibilities? Actually we need to decide sections based on content. The posting includes: Summary, Responsibilities (Essential Functions, Essential Duties And Responsibilities), Other Skills And Abilities, Additional Information (wage, PTO, benefits), Qualifications (Education, Experience). Also maybe "Benefits" section. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only if there is real specific content. So we need to map.
We have:
- About the role: maybe the summary paragraph at start: "This position is 100% in office..." and the summary paragraph "Helps foster a positive work environment...". That could be About the role.
- Responsibilities: we have Essential Functions, Essential Duties And Responsibilities. Combine into responsibilities list.
- Skills: Other Skills And Abilities (Business Development, Interpersonal and Communication Skills, etc.) could be Skills.
- Qualifications: Education and experience requirements: High School Diploma or GED required, Minimum Of One Year Of Banking Experience Preferred, Minimum of three years of Cash Handling, Sales, and Customer Service experience preferred.
- Pay: Additional Information includes wage range $18.50 - $21.50 per hour, eligible for approved overtime and referral incentives. Also PTO, holidays, benefits. Pay section should contain wage range. Benefits section could contain PTO, holidays, benefits description. Schedule: maybe mention "100% in office" and "scheduled work hours". Could be Schedule.
We need to avoid boilerplate like EEO etc. Not present.
We must not repeat job title as heading. Not include Job ID.
We must output only HTML fragment, no /, no markdown fences.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information, not invent or summarize away detail. So we need to include details like specific duties, etc.
We need to be careful not to create sections with filler like "commensurate with experience". We have actual content.
Let's extract content.
First, the initial sentences:
"This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center."
That's schedule/location info.
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."
That's about the role.
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)" That seems like a list of essential functions.
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 1 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 format.
We'll create sections:
About the role
with paragraph(s) containing the summary and location info? The location info could go under Schedule maybe. But we can include location in About the role as part of description. However schedule section could contain "100% in office" and "scheduled work hours". Let's decide.
We have schedule info: "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center."
We could put that under Schedule
as a paragraph.
About the role: The summary paragraph "Helps foster a positive work environment..." etc.
Responsibilities: combine Essential Functions and Essential Duties And Responsibilities into a list.
Skills: Other Skills And Abilities.
Qualifications: Education and experience.
Pay: wage range.
Benefits: PTO, STD, holidays, benefits package description, 401(k).
We need to ensure we don't create sections with filler. All have content.
Now we need to use - for any list of duties/requirements/benefits. For responsibilities, we can make a list. For skills, also list. For qualifications, list. For benefits, list.
We need to preserve all substantive information; we should not lose details. So we need to include each duty/responsibility as separate list items? Could be long but okay.
We need to avoid duplicating lines. The posting has some duplication: "Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers..." and later "Essential Duties And Responsibilities" includes many items. We should combine but not duplicate. We'll extract unique items.
Let's list responsibilities from the text:
From "Responsibilities include":
- operating as a CSR
- opening new deposit accounts
- connecting with customers to determine their needs and making recommendations and referrals for products and services to internal and external partners as applicable
- initiating outbound telephone calls focused on proper customer onboarding efforts
- prospecting of new Retail customers
- consistent promotion of bank products of new and existing Retail banking relationships
- may participate in community service opportunities in the specific community or market
From "Essential Functions" (list):
- Excellent Customer Service
- Operational and Security Proficiency
- Identify referral opportunities
- Relationship building
- Promotion of Bank's products and services
- Business development (inside and outside)
From "Essential Duties And Responsibilities" (long paragraph). We need to break into items. Let's parse sentences:
- 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
- for any list of duties/requirements/benefits, and
for prose. We need to preserve all substantive information, not invent or summarize away detail. So we need to include details like specific duties, etc. We need to be careful not to create sections with filler like "commensurate with experience". We have actual content. Let's extract content. First, the initial sentences: "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center." That's schedule/location info. 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." That's about the role. 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)" That seems like a list of essential functions. 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 1 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 format. We'll create sections:
About the role
with paragraph(s) containing the summary and location info? The location info could go under Schedule maybe. But we can include location in About the role as part of description. However schedule section could contain "100% in office" and "scheduled work hours". Let's decide. We have schedule info: "This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center." We could put that underSchedule
as a paragraph. About the role: The summary paragraph "Helps foster a positive work environment..." etc. Responsibilities: combine Essential Functions and Essential Duties And Responsibilities into a list. Skills: Other Skills And Abilities. Qualifications: Education and experience. Pay: wage range. Benefits: PTO, STD, holidays, benefits package description, 401(k). We need to ensure we don't create sections with filler. All have content. Now we need to use- for any list of duties/requirements/benefits. For responsibilities, we can make a list. For skills, also list. For qualifications, list. For benefits, list. We need to preserve all substantive information; we should not lose details. So we need to include each duty/responsibility as separate list items? Could be long but okay. We need to avoid duplicating lines. The posting has some duplication: "Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers..." and later "Essential Duties And Responsibilities" includes many items. We should combine but not duplicate. We'll extract unique items. Let's list responsibilities from the text: From "Responsibilities include": - operating as a CSR - opening new deposit accounts - connecting with customers to determine their needs and making recommendations and referrals for products and services to internal and external partners as applicable - initiating outbound telephone calls focused on proper customer onboarding efforts - prospecting of new Retail customers - consistent promotion of bank products of new and existing Retail banking relationships - may participate in community service opportunities in the specific community or market From "Essential Functions" (list): - Excellent Customer Service - Operational and Security Proficiency - Identify referral opportunities - Relationship building - Promotion of Bank's products and services - Business development (inside and outside) From "Essential Duties And Responsibilities" (long paragraph). We need to break into items. Let's parse sentences: - 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