WesBanco · 1 day ago
Customer Service Advisor 2 - Chattanooga
Chattanooga, TN
Full-time
Onsite
New Grad, Entry LevelWesBanco is a banking institution seeking a Customer Service Advisor 2 for their Chattanooga Banking Center. The role focuses on providing excellent customer service, identifying sales opportunities, and performing account transactions, while also building relationships and promoting bank products.
BankingFinanceFinancial Services
Responsibilities
Help foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance
Provide excellent customer service while identifying sales opportunities and performing account transactions
Be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed
Responsible for consumer and business relationship building efforts and focuses on promotion of Bank’s products and services
Comply with all established Bank policies, procedures, and security measures
Operate as a CSR, open new deposit accounts, and connect with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable
Spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships
Participate in community service opportunities in the specific community or market
Model the standards of the Bank's Mission, Vision, and Pledge
Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services
Accept and accurately process all financial service transactions
Responsible for opening new deposit accounts, consumer loans, and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals
Comply and operate within security and audit procedures
Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships
Communicate and partner effectively with branch staff and peers to promote team environment to ensure goals are met
Set priorities by continually monitoring performance against the banking center goals by adjusting individual activities and as needed to meet those goals
Execute consistent, outbound calling activities inside the banking center by utilizing customer lists
Promote bank products consistently and make appropriate business line referrals as defined by location goals
Educate bank team on uncovering opportunities to help advance financial wellness of customers
Support 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 participate in regular staff meetings
Provide service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues
Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate
Demonstrate sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures
Maintain a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location
Contribute to 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
Qualification
Required
High school diploma or GED required
The CSA is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base
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 products expected with position
Must have excellent organizational skills and the ability to multi-task and to be flexible
Proficient in Microsoft Outlook 365
Proficient computer skills are required and the ability to learn various Banking Software programs
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Preferred
Strong consumer lending skills are preferred with a solid understanding of consumer lending products
Sound Mathematical And Analytical Skills Preferred
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
Founded in 1870
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
Company data provided by crunchbase