Customer Service Advisor Float

Customer Service Advisor – Wes Banco

Position is 100% in office. Employees work scheduled hours at designated Wes Banco locations. Consideration for Centerville, with float locations to Beavercreek, Franklin, and Yellow Springs.

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisors (CSAs) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. They must be responsive by recognizing the immediate needs of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed.

CSAs are responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, CSAs comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and providing necessary additional support for the bank's sales and operational objectives.

100% in office at a Wes Banco location (Centerville, Beavercreek, Franklin, Yellow Springs).

• Excellent Customer Service
• Operational and Security Proficiency
• Identify referral opportunities
• Relationship building
• Cross‑selling of Bank products and services
• Business development (inside and outside)

• Personally models standards of the Bank's Mission, Vision, and Pledge.
• Assess financial needs of clients and make appropriate recommendations.
• Accurately process all financial service transactions.
• Maintain CSR cash drawer and balance cash handling procedures.
• Comply with security and audit procedures.
• Meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
• Promote the sales culture by demonstrating strong selling abilities.
• Communicate and partner with branch staff to promote a team environment.
• Monitor performance against goals; adjust individual goals and initiate sales promotions as needed.
• Execute outbound calling activities using customer lists; promote products and make referrals.
• Educate bank team on opportunities to advance financial wellness.
• Set priorities and follow through on sales and service activities.
• Promote company products/services in the community.
• Ensure proper day‑to‑day operations support: customer service, opening/closing procedures, vault duties, cash control, inventory, audits, compliance.
• Participate in regular sales and staff meetings.
• Provide service to customers and prospective customers on various banking matters including product explanation and problem resolution.
• Build successful relationships with internal partners; provide constructive feedback.
• Apply judgment and decision making following guidelines and procedures.
• Maintain security controls to protect the bank from fraud and risks.
• Keep all sensitive information confidential.
• Assist with operational duties; cross‑trained.

• Proficiency in bank policies, procedures, and compliance with all applicable laws and regulations.
• Complete assigned compliance training promptly.
• Register and maintain NMLS as required by the S.A.F.E. Act.
• Proficient in Microsoft Outlook 365 and other banking software.
• Strong consumer lending skills and solid understanding of lending products.
• Generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Effective communication skills (verbal and written) and ability to build positive customer relationships.
• Product knowledge sufficient for sales and promotions.
• Interpret written, oral, and diagram instructions.
• Sound mathematical and analytical skills.
• Excellent organizational skills; ability to multitask and be flexible.
• Ability to lift and carry up to 25 lbs.
• Available to work all hours of operations.
• High school diploma or GED required.

Entry level

Full‑time

Other

Banking