Customer Service Advisor - Centerville Wilmington Pike - Centerville, OH

Overview

Customer Service Advisor 1 - Centerville Wilmington Pike
Centerville, Ohio, United States

Location:

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 Centerville Wilmington Pike.

• Provide excellent customer service while identifying sales opportunities and performing account transactions.
• Be responsive to the immediate needs of the Banking Center and proactively provide CSR and sales platform support as needed.
• Engage in consumer and business relationship building and focus on daily sales initiatives.
• Comply with all Bank policies, procedures, and security measures; operate as a CSR and support sales and operational objectives as assigned.
• Operate in alignment with the Bank's Mission, Vision, and Pledge; assess financial needs and recommend appropriate solutions.
• Accept and accurately process financial service transactions; manage CSR cash drawer with proper balancing and cash handling procedures.
• Adhere to security and audit procedures; maintain confidentiality and protect sensitive information.
• Meet and strive to exceed defined sales goals for loans, deposits, partner referrals, and profitability.
• Promote a sales culture and build relationships with branch staff to achieve team goals.
• Initiate outbound calling and referrals as defined by location goals; educate clients on financial wellness opportunities.
• Support day-to-day operations including, but not limited to, customer service, opening/closing procedures, vault duties, cash controls, inventory, and compliance requirements.
• Participate in regular sales and staff meetings; respond to customer inquiries and resolve issues professionally.
• Build positive relationships with internal partners and demonstrate sound judgment within established guidelines.
• Assist with operational duties as cross-trained; contribute to a team environment to meet customer needs.

• High school diploma or GED required.
• Banking, cash handling, sales, and customer service experience preferred.
• Proficient in Microsoft Outlook 365; ability to learn banking software programs.
• Strong consumer lending knowledge preferred; ability to generate new financial relationships through outbound activities.
• Ability to interact effectively with customers and clearly convey concepts verbally and in writing.
• Excellent organizational skills, ability to multi-task, and flexibility.
• Ability to lift and carry up to 25 lbs; availability to work all hours of operations.

• Proficiency with banking policies and procedures, adherence to applicable laws and regulations, and timely completion of compliance training.
• Ability to build positive customer relationships and demonstrate product knowledge for selling bank products.
• Ability to interpret various instructions and demonstrated mathematical/analytical skills.

• Full-Time/Part-Time: Full-time
• Area of Interest: Retail Services
• All Locations: Centerville, Ohio, United States