Customer Service Advisor 1, Float

About the Role

This position is 100% in office and will float to various WesBanco locations. The role focuses on providing excellent customer service, identifying sales opportunities, and performing account transactions. The Customer Service Advisor (CSA) is responsible for building customer relationships, promoting bank products and services, and adhering to operational policies and security measures.

Key Responsibilities

• Foster a positive work environment.
• Provide excellent customer service.
• Identify sales opportunities.
• Perform account transactions.
• Respond to immediate banking center needs and provide support.
• Engage in consumer and business relationship building.
• Promote the Bank's products and services.
• Comply with all established Bank policies, procedures, and security measures.
• Operate as a Customer Service Representative (CSR).
• Open new deposit accounts.
• Connect with customers to determine needs and make recommendations/referrals.
• Initiate outbound telephone calls for customer onboarding, prospecting, and product promotion.
• Participate in community service opportunities.
• Effectively assess financial needs of customers.
• Accurately process financial service transactions.
• Operate a cash drawer, following proper balancing and cash handling procedures.
• Achieve production and referral goals through relationship development activities.
• Communicate and partner effectively with branch staff and peers.
• Set priorities by monitoring performance against banking center goals.
• Execute outbound calling activities within the banking center.
• Educate the bank team on uncovering opportunities to advance customer financial wellness.
• Support day-to-day operations including customer service, open/close procedures, vault duties, cash control, and inventory management.
• Actively participate in regular staff meetings.
• Provide service on various banking matters, explain products, and resolve problems.
• Build working relationships with internal business partners.
• Demonstrate sound judgment and decision-making.
• Maintain prescribed security controls.
• Keep sensitive information and customer business confidential.
• Contribute to a team environment by answering incoming telephone calls and performing additional duties.

Requirements & Tech Stack

• Customer Service
• Sales
• Administration
• Banking
• Operational Proficiency
• Security Proficiency
• Business Development
• Interpersonal and Communication Skills
• Organizational Skills
• Ability to Multi-task
• Flexibility
• Strong Product Knowledge
• Mathematical Skills
• Analytical Skills
• Reasoning Ability
• Cash Handling

Qualifications

• High School Diploma or General Education Degree (GED) required.
• Minimum of 3 years of Cash Handling, Sales, and Customer Service experience required.
• Minimum of 1 Year of Banking Experience preferred.