Customer Service Advisor Float - Streetsboro - Streetsboro, OH

WesBanco Bank Inc.; Mentor (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player seeks a Customer Service Advisor Float to join their team in Ohio. This role offers the opportunity to foster positive customer relationships while providing exceptional service and identifying sales opportunities. The ideal candidate will thrive in a dynamic environment, engaging in business development activities and promoting a culture of sales. With a focus on operational excellence and compliance, this position is perfect for those looking to make a significant impact in the banking sector. Join a team that values customer service and teamwork, and help shape the future of banking in your community.

Qualifications

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

Responsibilities

• Provide excellent customer service and build relationships.
• Process financial transactions accurately and manage cash drawer.
• Promote bank products and support daily operations.

Skills

Customer Service

Sales

Cash Handling

Communication

Banking Software

Education

High School Diploma or GED

Tools

Microsoft Outlook 365

Job description

Customer Service Advisor Float - Streetsboro

Location: This position is 100% in office, based in Streetsboro, Aurora, Chardon, Mentor, or Fairlawn, Ohio. Consideration for location will be Streetsboro, Aurora, Chardon, Mentor, and Fairlawn.

Market: Cleveland

Work Hours per Week: 40

Requirements

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

Job Description

Summary: The Customer Service Advisor (CSA) fosters a positive work environment, provides excellent customer service, identifies sales opportunities, and performs account transactions. CSAs respond proactively to the needs of the Banking Center, support customer service and sales efforts, and ensure compliance with all policies, procedures, and security measures.

Essential Functions

• Provide excellent customer service.
• Maintain operational and security proficiency.
• Identify referral opportunities.
• Build relationships and cross-sell bank products and services.
• Engage in business development activities.

Essential Duties and Responsibilities

• Model the Bank's Mission, Vision, and Pledge.
• Assess clients' financial needs and recommend appropriate solutions.
• Process financial transactions accurately.
• Manage cash drawer and adhere to cash handling procedures.
• Operate within security and audit protocols.
• Meet and exceed sales goals for loans, deposits, and referrals.
• Promote sales culture and collaborate with team members.
• Conduct outbound calls and promote bank products.
• Educate customers on financial wellness opportunities.
• Support daily operations, including opening/closing procedures and compliance.
• Participate in sales and staff meetings.
• Build customer relationships and resolve issues professionally.
• Maintain confidentiality and security of sensitive information.
• Assist with operational duties and cross-training.

Other Skills and Requirements

• Proficiency in Microsoft Outlook 365 and banking software.
• Strong consumer lending skills preferred.
• Effective communication and relationship-building skills.
• Ability to multi-task, organize, and adapt.
• Ability to lift up to 25 lbs.
• Availability to work all hours of operations.