Customer Service Advisor - Cherry Grove

WesBanco; Cincinnati (OH); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank is seeking a Customer Service Advisor to foster a positive work environment while delivering exceptional service and achieving sales targets. This role emphasizes relationship building and compliance with bank policies. Candidates should have strong communication skills and a high school diploma.

Qualifications

• Experience in banking, cash handling, sales, and customer service preferred.

Responsibilities

• Deliver excellent customer service and identify sales opportunities.
• Meet or exceed sales goals for loans, deposits, and referrals.
• Support daily operations, including cash control and inventory management.

Skills

Customer Service

Sales

Communication

Relationship Building

Analytical Skills

Education

High school diploma or GED

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 Advisors (CSAs) are responsible for delivering excellent customer service, identifying sales opportunities, and performing account transactions. They must be responsive to the immediate needs of the Banking Center and proactively support Customer Service Representatives (CSRs) and sales efforts. CSAs focus on building consumer and business relationships and achieving daily sales targets. They must comply with all bank policies, procedures, and security measures. Their responsibilities include operating as a CSR or providing additional support for sales and operational objectives.

Location:

This position is 100% in-office, based at a designated WesBanco location, with consideration for Cherry Grove.

Essential Functions:

• Provide excellent customer service
• Maintain operational and security proficiency
• Identify referral opportunities
• Build relationships
• Cross-sell bank products and services
• Engage in business development (both inside and outside the bank)

Essential Duties and Responsibilities:

• Model the standards of the Bank's Mission, Vision, and Pledge
• Assess clients' financial needs and recommend appropriate solutions
• Process all financial transactions accurately
• Manage CSR cash drawer, balancing and cash handling procedures
• Follow security and audit procedures
• Meet or exceed sales goals for loans, deposits, referrals, and profitability
• Promote a sales culture and actively sell bank products/services
• Collaborate effectively with staff and peers to meet goals
• Monitor performance against goals and adjust strategies accordingly
• Conduct outbound calls using customer lists to promote products and referrals
• Educate customers on financial wellness opportunities
• Prioritize and implement sales and service activities
• Promote bank products in the community
• Support daily operations, including opening/closing, vault duties, cash control, and inventory management
• Participate in sales and staff meetings
• Provide customer service on banking matters, resolving issues professionally
• Build relationships with internal partners and seek feedback
• Exercise sound judgment following guidelines and procedures
• Maintain security controls to prevent fraud and risks
• Keep sensitive information confidential and secure
• Support team efforts, including answering calls and other duties
• Cross-train to assist operational tasks

Other Skills and Requirements:

• Maintain proficiency in bank policies, procedures, and applicable laws/regulations
• Complete compliance training timely
• Register and maintain registration with NMLS per S.A.F.E. Act
• Proficient in Microsoft Outlook 365 and banking software
• Strong consumer lending skills and understanding of lending products preferred
• Ability to generate new relationships via outbound calls and business development
• Effective communication skills, both verbal and written
• Strong product knowledge and sales ability
• Ability to interpret instructions in various formats
• Good mathematical and analytical skills
• Excellent organizational skills with multitasking ability
• Ability to lift and carry up to 25 lbs
• Availability to work all hours of operations

Qualifications:

• High school diploma or GED required
• Banking, cash handling, sales, and customer service experience preferred