Customer Service Advisor Float- Arbutus

Overview

Essential Functions

This position is 100% in office. The employee will work their scheduled work hours in a designated Wes Banco location. Consideration for location will be Arbutus and will float to Canton, Glen Burnie, Bowie and Annapolis Banking Centers
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Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must 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.

The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center s sales and operational objectives as assigned.

• 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.
• Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations.
• 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 promote the Bank s products and services to reach individual and team sales goals.
• Communicates and partners effectively with branch staff and peers to promote a team environment.
• Continually monitors performance against banking center goals and adjusts individual goals and initiates sales promotions as needed.
• Executes outbound calling activities inside the banking center by utilizing customer lists; promotes bank products 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 day-to-day operations including customer service, open and close procedures, support of daily vault duties, cash control, inventory, audit and compliance requirements.
• Actively participates in regular sales and staff meetings.
• Provides service to customers and prospective customers on banking matters including explanation of products 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 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.

• Banking is a highly regulated…