Full Time Customer Service Advisor- Float - Arlington, OH

WesBanco Bank Inc.; Town of Carey (OH, WI); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank is seeking a Full Time Customer Service Advisor to provide excellent service and support sales goals. This role involves processing transactions, building customer relationships, and promoting bank products while ensuring compliance with policies. Ideal candidates will have a high school diploma and experience in banking or customer service.

Qualifications

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

Responsibilities

• Deliver excellent customer service and build customer relationships.
• Process financial transactions accurately and meet sales goals.
• Support daily operational tasks and compliance.

Skills

Customer Service

Sales

Effective Communication

Education

High school diploma or GED

Tools

Microsoft Outlook 365

Banking Software

Job description

Full Time Customer Service Advisor- Float

Location: Home office in Arlington, OH, with travel to Findlay locations including Carey, Fostoria, McComb, and Ottawa.

Market: Findlay

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 support the banking center's operational and sales goals, ensuring compliance with all policies and security measures.

Location: This position is in-office, based in Arlington, OH, with travel to other locations as specified.

Essential Functions

• Deliver excellent customer service
• Maintain operational and security proficiency
• Identify referral opportunities
• Build customer relationships
• Cross-sell bank products and services
• Support business development efforts

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
• Meet and exceed sales goals for loans, deposits, and referrals
• Promote a sales culture within the banking center
• Collaborate effectively with team members
• Monitor performance and adjust strategies accordingly
• Conduct outbound calling and promote bank products
• Participate in community and internal sales activities
• Support daily operational tasks and compliance
• Build customer relationships and provide professional service
• Maintain security and confidentiality of sensitive information
• Assist with operational duties as needed

Other Skills and Requirements

• Proficiency in Microsoft Outlook 365 and banking software
• Strong consumer lending skills preferred
• Ability to generate new relationships and build customer loyalty
• Effective communication skills
• Product knowledge and mathematical skills
• Organizational skills and flexibility
• Ability to lift up to 25 lbs and work during all operational hours