Customer Service Advisor 1 Mount Airy

WesBanco; Mount Airy (MD); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental & vision coverage

Paid time off

Office in Mount Airy

Job summary

WesBanco in Mount Airy, MD is seeking a Customer Service Advisor to foster a welcoming banking experience, handle deposits, promote products and build relationships with customers. This in-office role emphasizes accuracy, security and outbound outreach to identify opportunities.

You will process transactions, open accounts, balance cash, and collaborate with team members to meet branch goals. Qualifications include a high school diploma, strong communication, math skills, and compliance

Qualifications

• High school diploma required; additional education or experience preferred.
• Strong product knowledge and ability to promote bank products effectively.
• Excellent organizational skills, ability to multi-task, and flexibility.
• Proficient in Microsoft Outlook 365 and other banking software.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Strong communication skills, both verbal and written, to build positive customer relationships.
• Sound mathematical and analytical skills for problem solving.
• Physical ability to lift and/or move up to 10 pounds.
• Completion of all assigned compliance training in a timely manner.

Responsibilities

• Open new deposit accounts as CSR.
• Process all financial service transactions accurately and handle the cash drawer with proper balancing procedures.
• Identify referral opportunities and promote bank products and services to customers.
• Initiate conversations to assess financial needs and make recommendations, including referrals to business partners.
• Conduct outbound telephone calls focused on customer onboarding, prospecting new retail customers, and promoting products.
• Support day-to-day operations such as customer service, vault duties, cash level controls and inventory adequacy.
• Participate in regular staff meetings and execute outbound calling activities using customer lists.
• Maintain security and audit procedures, and keep all sensitive information confidential and secure.
• Remain flexible and respond to the immediate needs of the banking center throughout the day.
• Provide professional resolution of problems and maintain a team environment to achieve branch goals.

Skills

Customer service

Communication

Outbound calling

Education

High school diploma

Tools

Microsoft Outlook 365

Job description

Summary

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor’s (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of the bank’s products and services.

Responsibilities

• Operate as a Customer Service Representative (CSR) and open new deposit accounts.
• Process all financial service transactions accurately and handle the cash drawer with proper balancing procedures.
• Identify referral opportunities and promote bank products and services to customers.
• Initiate conversations to assess financial needs and make recommendations, including referrals to business partners.
• Conduct outbound telephone calls focused on customer onboarding, prospecting new retail customers, and promoting products.
• Support day‑to‑day operations such as customer service, vault duties, cash level controls and inventory adequacy.
• Participate in regular staff meetings and execute outbound calling activities using customer lists.
• Maintain security and audit procedures, and keep all sensitive information confidential and secure.
• Remain flexible and respond to the immediate needs of the banking center throughout the day.
• Provide professional resolution of problems and maintain a team environment to achieve branch goals.

Essential Functions

• Excellent customer service
• Operational and security proficiency
• Identify referral opportunities
• Relationship building
• Promotion of bank's products and services
• Business development both inside and outside the center

Qualifications and Requirements

• High school diploma required; additional education or equivalent experience preferred.
• Strong product knowledge and ability to promote bank products effectively.
• Excellent organizational skills, ability to multi‑task, and flexibility.
• Proficient in Microsoft Outlook 365 and other banking software.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Strong communication skills, both verbal and written, to build positive customer relationships.
• Sound mathematical and analytical skills for problem solving.
• Physical ability to lift and/or move up to 10 pounds.
• Completion of all assigned compliance training in a timely manner.

Benefits and Compensation

Wage range: $18.50 – $21.50 per hour, eligible for approved overtime and referral incentives.

Benefits include: 401(k) with employee match, medical, dental, and vision coverage, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, and access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short‑Term Disability and Critical Illness policies.

Paid time off: 17 days of PTO, 5 days of Short Term Disability, and 11 annual paid holidays.

Work Location: 100% in office. Scheduled hours in a designated WesBanco location with primary consideration for Mount Airy and potential float to Rockville Pike, Damascus and Pikesville Banking Centers.

WesBanco is an equal opportunity employer. EEOB Statement required by law.