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WesBanco · 13 hours ago

Customer Service Advisor Float - Glen Burnie

Glen Burnie, MD

Full-time

Onsite

New Grad, Entry Level

$18.50/hr - $21.50/hr

WesBanco is a banking institution seeking a Customer Service Advisor Float. The role focuses on providing excellent customer service while identifying sales opportunities and performing account transactions, as well as ensuring compliance with established bank policies and security measures.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Personally models the standards of the Bank's Mission, Vision, and Pledge

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client

Accepts and accurately processes all financial service transactions

Responsible for CSR cash drawer and follows proper balancing and cash handling procedures

Complies and operates within security and audit procedures

Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability

Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals

Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met

Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists

Promotes bank products consistently and makes appropriate business line referrals as defined by location goals

Educates bank team on uncovering opportunities to help advance financial wellness of customers

Sets priorities and follows through on the implementation of the defined sales and service activities

Promotes company products and services in the community to assist in the continuing growth of the Bank

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements

Actively participates in regular sales and staff meetings

Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location

Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center

Cross trained and expected to assist with operational duties

Qualification

Customer ServiceSales SkillsBanking SoftwareConsumer LendingMicrosoft Outlook 365Mathematical SkillsAnalytical SkillsRelationship BuildingOrganizational Skills

Required

High school diploma or GED required

Proficient in Microsoft Outlook 365

Proficient computer skills are required and the ability to learn various Banking Software programs

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing

Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Must have excellent organizational skills and the ability to multi-task and to be flexible

Ability to lift and carry up to 25 lbs

Must be available to work all hours of operations