Customer Service Advisor Hudson Hudson, MI

2 weeks ago

Hudson, MI, United States Michigan Staffing Full time
Back Customer Service Advisor

This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Hudson, MI.

Market: Toledo

Work Hours per Week: 40

Requirements:

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

Job Description:

This position is eligible for a one time $500 Sign-On Bonus. To be eligible to receive payout, the employee must be hired between now and December 1st, 2025, successfully complete the 90-day assessment period, be actively working and in good standing. Please inquire with Human Resources if you have additional questions.

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.

Location:

This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Hudson, MI.

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.
  • Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
  • 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 successfully promote the Bank's products and services in order to reach individual and team sales goals.
  • Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
  • Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
  • Executes consistent, outbound calling activities inside the banking center by utilizing customer lists.
  • Promotes bank products consistently and makes appropriate b

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