Customer Service Advisor - Hamburg - Sellersburg

Overview

Job Title: Customer Service Advisor 1 - Hamburg

Currency/

Location:

Sellersburg, Indiana, 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 Hamburg Banking Center
.

Market: Louisville

Work Hours per Week: 37.5

Full-Time/Part-Time: Full-time

Area of Interest: Retail Services

All Locations: Sellersburg, Indiana, United States

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

• Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.
• Provide excellent customer service while identifying sales opportunities and performing account transactions as a Customer Service Advisor (CSA).
• 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 promote Bank products and services.
• Comply with all Bank policies, procedures, and security measures.
• Open new deposit accounts and connect with customers to determine needs, make recommendations and referrals.
• Initiate outbound calls focused on customer onboarding, prospecting Retail customers, and promoting bank products for new and existing retail relationships.
• Participate in community service opportunities in the specific community or market.
• Identify referral opportunities and promote cross-selling of Bank products and services.
• Maintain security controls and proper cash handling procedures; support day-to-day operations including cash drawer balancing and vault duties as applicable.
• Build and maintain relationships with internal partners and contribute to team goals.
• Conduct outbound calling activities, promote bank products, and make referrals aligned with location goals.
• Educate team on opportunities to advance customers’ financial wellness.

• Banking is a regulated industry; maintain proficiency in bank policies and procedures and complete compliance training timely.
• Proficient in Microsoft Outlook 365 and the ability to learn various Banking Software programs.
• Strong consumer lending skills and understanding of consumer lending products preferred.
• Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Effective communicator; clearly express concepts, ideas, and product information verbally and in writing.
• Strong product knowledge for selling and promoting products; excellent organizational and multi-tasking abilities.
• Sound mathematical and analytical skills.
• Ability to solve practical problems and interpret varied instructions in written, oral, diagram, or schedule form.