Customer Service Advisor - Willard - Willard, OH

Overview

Job Title:

Customer Service Advisor - Willard

Job : #23-8480

Location:

Willard, Ohio, United States

Location details:
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 Willard Banking Center.

Application:
Apply

Note: All other details are part of the description below.

Cleveland

40

• High school diploma or GED required.
• Banking, cash handling, sales, and customer service experience preferred.

Summary: 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.

Essential Functions:

• 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)

Essential Duties and Responsibilities:

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Assess the financial needs of Banking Center clients and make appropriate recommendations.
• Accept and accurately process all financial service transactions.
• Responsible for CSR cash drawer and follow proper balancing and cash handling procedures.
• Comply with security and audit procedures.
• Consistently meet and exceed defined sales goals for loans, deposits, partner referrals and profitability.
• Promote the sales culture within the banking center by selling and promoting the Bank s products and services to meet individual and team sales goals.
• Communicate and partner effectively with branch staff to promote a collaborative team environment.
• Monitor performance against banking center goals and adjust as needed to meet those goals.
• Execute outbound calling activities inside the banking center using customer lists; promote bank products and make appropriate referrals as defined by location goals.
• Educate bank team on uncovering opportunities to advance customers  financial wellness.
• Set priorities and implement defined sales and service activities.
• Promote company products and services in the community to help grow the Bank.
• Support day-to-day operations including customer service, opening/closing procedures, vault duties, cash controls, and inventory/audit/compliance requirements.
• Participate in regular sales and staff meetings.
• Provide service to customers and prospective customers on banking matters, including product explanations and issue resolution.
• Build strong working relationships with internal partners and seek constructive feedback.
• Demonstrate sound judgment and follow established guidelines using available resources.
• Maintain security controls to protect the center against risks and protect sensitive information.
• Contribute in a team environment to service customer needs by handling calls and other duties as assigned.
• Cross trained and able to assist with operational duties.

• Banking is highly regulated; you will be expected to learn and adhere to policies, procedures, laws, rules, and complete compliance training timely.
• Willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with the S.A.F.E. Act.
• Proficient in Microsoft Outlook 365; able to learn and use banking software.
• Strong consumer lending skills are preferred with knowledge of consumer lending products.
• Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Effective communication to build positive customer relationships and clearly convey concepts, ideas, and product information verbally and in writing.
• Strong product knowledge for the level of selling expected with this position.
• Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Excellent organizational skills with the ability to multi-task and be flexible.
• Physical ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.

Full-time

Retail Services

Willard, Ohio, United States