Customer Service Advisor Float- Arbutus - Catonsville, MD

Overview

Customer Service Advisor Float - Arbutus (Job #61-8687)

Location:

This position is 100% in office. The employee will work their scheduled hours at a Wes Banco location. Consideration for location will be Arbutus and will float to Canton, Glen Burnie, Bowie and Annapolis Banking Centers.

Market:
Mid-Atlantic

Work Hours per Week: 40

• 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)

• Personally models the standards of the Bank s Mission, Vision, and Pledge.
• Assess the financial needs of Banking Center clients and make appropriate recommendations.
• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
• Complies with 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 selling and promoting the Bank s products and services to reach individual and team sales goals.
• Communicates and partners effectively with branch staff to promote a team environment and achieve goals.
• Monitors performance against banking center goals and adjusts individual goals and promotions as needed.
• Executes outbound calling activities inside the banking center using customer lists; promotes bank products and makes appropriate referrals as defined by location goals.
• Educates the bank team on opportunities to advance customers  financial wellness.
• Sets priorities and follows through on defined sales and service activities.
• Promotes company products and services in the community to support bank growth.
• Supports day-to-day operations including customer service, opening/closing procedures, vault responsibilities, cash controls, inventory, audits and compliance.
• Participates in regular sales and staff meetings.
• Provides service to customers on banking matters and resolves issues professionally.
• Builds relationships with internal partners and seeks constructive feedback when appropriate.
• Demonstrates sound judgment and follows established guidelines using available resources.
• Maintains security controls to protect against risks or exposures.
• Maintains confidentiality of sensitive information and customer business.
• Contributes in a team environment to service customer needs by answering calls and supporting banking center success.
• Cross trained and assists with operational duties.

• Banking is a highly regulated industry; maintain proficiency in bank policies and procedures and complete compliance training timely.
• Willing to register and maintain NMLS registration as required by SAFES Act.
• Proficient in Microsoft Outlook 365 and banking software; strong computer skills.
• Strong consumer lending skills preferred; solid understanding of consumer lending products.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Ability to interact with customers effectively and communicate concepts clearly in writing and verbally.
• Strong product knowledge for selling bank products.
• Ability to interpret varied instructions in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Excellent organizational skills; ability to multi-task and be flexible.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.

The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour with approved overtime and referral incentives. The position includes 17 days of PTO, 5 days of STD, and 11 annual paid holidays. Wes Banco offers a comprehensive benefits package including medical, dental, vision, FSA options, life insurance, disability, voluntary benefits, and a 401(k) with employer match.

Full-Time

Area of Interest:
Retail Services

All Locations include Annapolis, Catonsville, Bowie, Baltimore, Glen Burnie, Maryland, United States