Customer Service Advisor - St. Matthews - Louisville, KY

WesBanco Bank Inc.; Louisville (KY); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Customer Service Advisor to join their team in St. Matthews, Louisville. This full-time position offers an exciting opportunity to foster relationships, provide exceptional customer service, and support sales initiatives. The ideal candidate will thrive in a collaborative environment, ensuring compliance with bank policies while working towards sales goals. If you have a passion for helping customers and a knack for building relationships, this role is perfect for you. Join a company that values your contributions and supports your professional growth.

Qualifications

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

Responsibilities

• Provide excellent customer service and identify sales opportunities.
• Process financial transactions accurately and manage cash drawer.
• Promote sales culture and meet sales goals for loans and deposits.

Skills

Customer Service

Sales

Cash Handling

Banking Software

Communication Skills

Education

High School Diploma or GED

Tools

Microsoft Outlook 365

Job description

Customer Service Advisor - St. Matthews

#41-7896 | Posted 05/02/2025

Louisville, Kentucky, United States

BackApply

Apply for this job now! Apply

Location

This position is 100% in office at a designated WesBanco location in St. Matthews, Louisville.

Market

Louisville

Work Hours per Week

37.5

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 Banking Center's needs, support sales initiatives, and comply with bank policies and security measures.

Location:

This position is in-office at a designated WesBanco location in St. Matthews, Louisville.

Essential Functions:

• Excellent Customer Service
• Operational and Security Proficiency
• Identify referral opportunities
• Relationship building
• Cross-selling of Bank's products and services
• Business development (inside and outside)

Essential Duties and Responsibilities:

• Model the Bank's Mission, Vision, and Pledge standards.
• Assess financial needs and recommend appropriate solutions.
• Process financial transactions accurately.
• Manage cash drawer and follow cash handling procedures.
• Follow security and audit procedures.
• Meet and exceed sales goals for loans, deposits, and referrals.
• Promote sales culture and team environment.
• Monitor performance and adjust strategies accordingly.
• Conduct outbound calls and promote bank products.
• Educate customers on financial wellness.
• Prioritize and implement sales and service activities.
• Participate in sales and staff meetings.
• Provide customer service and resolve issues professionally.
• Build internal relationships and seek peer feedback.
• Exercise sound judgment and follow guidelines.
• Maintain security and confidentiality of sensitive information.
• Support operational duties and team environment.

Other Skills and Requirements:

• Adhere to banking regulations and complete compliance training.
• Register with the Nationwide Mortgage Licensing System (NMLS).
• Proficient in Microsoft Outlook 365 and banking software.
• Strong consumer lending skills preferred.
• Ability to generate new relationships and build customer loyalty.
• Effective verbal and written communication skills.
• Product knowledge and interpretative skills.
• Mathematical, analytical, organizational skills, and flexibility.
• Ability to lift up to 25 lbs. and work all operational hours.

Full-Time/Part-Time

Full-time

Area of Interest

Retail Services

All Locations

Louisville, Kentucky, United States