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Customer Support Specialist jobs at National Processing Company - 1282 jobs

  • Hybrid Mail Services Specialist

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr
    $76k-120k yearly est. 1d ago
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  • Customer Care Agent

    Advance Financial 4.3company rating

    Johnson City, TX jobs

    Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs. Benefits We Offer $18-$22 per hour $500 Sign-on Bonus paid after 90 days of employment 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan Paid Parental Leave On-site gym Generous PTO plan including a Paid Birthday holiday What You'll Do Manage mostly inbound calls for current and potential customers Answer questions about our products and services, take payments and offer outstanding customer support Verify and update customer account information as necessary Meet daily, monthly and quarterly metrics based off customer service-related measures Identify and escalate customer calls with complex issues Work cross-functionally with internal teams to ensure a seamless customer experience Happily complete other responsibilities assigned What We're Looking For High School Graduate or equivalent (some higher education preferred) 2+ years of experience in a service-related field (call center preferred) Must show a "Happy to Help" attitude at all times Excellent communication skills in-person and over-the-phone Well versed in Microsoft Office, and Google Suite Quick to change and willing to ask questions rather than wait to be instructed Incredible with time management and organizing yourself Ability to retain a large amount of information at once Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment. #JCCCA
    $18-22 hourly 2d ago
  • Wholesale Relationship Specialist IV (Hybrid) (Greensboro, NC)

    Atlantic Union Bank 4.3company rating

    Greensboro, NC jobs

    The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight. Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed. May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Seven plus years of wholesale or consumer banking or industry related experience required Three plus years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral Expert proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust Strong working knowledge of business deposit accounts Extensive and strong working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Management and mentor experience are beneficial. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $67k-114k yearly est. 2d ago
  • Wholesale Relationship Specialist III (Burlington) (HYBRID)

    Atlantic Union Bank 4.3company rating

    Burlington, NC jobs

    The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents. Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. May assist junior Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Five plus years of commercial or consumer banking or industry related experience required One to three years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented High level of proficiency in reading Title Policies and understanding of Real Estate Collateral High level of proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust Working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Mentor experience is beneficial Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $67k-115k yearly est. 3d ago
  • Wholesale Relationship Specialist III (Reston) (HYBRID)

    Atlantic Union Bank 4.3company rating

    Reston, VA jobs

    The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents. Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. May assist junior Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Five plus years of commercial or consumer banking or industry related experience required One to three years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented High level of proficiency in reading Title Policies and understanding of Real Estate Collateral High level of proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust Working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Mentor experience is beneficial The salary range for this role is $66,541--$99,672. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $66.5k-99.7k yearly 3d ago
  • Wholesale Relationship Specialist IV (Hybrid)

    Atlantic Union Bank 4.3company rating

    Reston, VA jobs

    Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight. Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed. May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Seven plus years of wholesale or consumer banking or industry related experience required Three plus years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral Expert proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust Strong working knowledge of business deposit accounts Extensive and strong working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Management and mentor experience are beneficial. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $57k-95k yearly est. 3d ago
  • Customer Service Advisor - Willard - Willard, OH

    Wesbanco Bank Inc. 4.3company rating

    Willard, OH jobs

    Back Customer Service Advisor - Willard #23-8480 Willard, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 Willard Banking Center. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Willard, Ohio, United States
    $31k-36k yearly est. 3d ago
  • Customer Service Advisor Float - Mentor - Mentor, OH

    Wesbanco Bank Inc. 4.3company rating

    North Canton, OH jobs

    Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States
    $31k-36k yearly est. 6d ago
  • Customer Service Advisor - Upper Valley - Springfield, OH

    Wesbanco Bank Inc. 4.3company rating

    Springfield, OH jobs

    Back Customer Service Advisor - Upper Valley #32-8686 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 Upper Valley Springfield, OH Banking Center. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
    $31k-35k yearly est. 4d ago
  • Customer Service Advisor Float - Mentor - Mentor, OH

    Wesbanco Bank Inc. 4.3company rating

    Mentor, OH jobs

    Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States
    $32k-36k yearly est. 6d ago
  • Customer Service Advisor Float - Centerville - Centerville, OH

    Wesbanco Bank Inc. 4.3company rating

    Dayton, OH jobs

    Back 28d Customer Service Advisor Float - Centerville #32-8524 Multiple Locations Apply X Facebook LinkedIn Email Copy 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 Centerville with float locations to: Beavercreek OH, Franklin OH and Yellow Springs OH. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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 Centerville with float locations to: Beavercreek OH, Franklin OH and Yellow Springs OH. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Dayton, Ohio, United StatesFranklin, Ohio, United StatesCenterville, Ohio, United StatesYellow Springs, Ohio, United States
    $31k-35k yearly est. 2d ago
  • Customer Service Advisor - Wauseon - Wauseon, OH

    Wesbanco Bank Inc. 4.3company rating

    Wauseon, OH jobs

    Back Customer Service Advisor - Wauseon #11-8626 Wauseon, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 Wauseon, Ohio. Market Defiance Work Hours per Week 40 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Wauseon, Ohio, United States
    $31k-35k yearly est. 3d ago
  • Customer Service Advisor - Avon - Avon, OH

    Wesbanco Bank Inc. 4.3company rating

    Avon, OH jobs

    Back Customer Service Advisor - Avon #23-8278 Avon, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 Avon Banking Center. Market Cleveland 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 1, 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United States
    $31k-36k yearly est. 3d ago
  • Customer Service Advisor - Sandusky - Sandusky, OH

    Wesbanco Bank Inc. 4.3company rating

    Sandusky, OH jobs

    Back Customer Service Advisor - Sandusky #23-8459 Sandusky, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 Sandusky Banking Center. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Sandusky, Ohio, United States
    $31k-36k yearly est. 3d ago
  • Customer Support Associate

    Farmers National Bank of Canfield 4.7company rating

    Niles, OH jobs

    SUMMARY: Responsible for assisting bank clients via telephone with their banking needs by providing detailed product information, exemplary customer service, processing of bank transactions, cross selling of bank products and services, problem resolution and referrals to appropriate line of business experts as required. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide prompt and courteous assistance to all inbound client calls Assist clients with selection of appropriate bank products and services Recognize and pursue cross-selling opportunities Assess both client and non-client requests, ask appropriate questions to clarify needs, define and offer best alternatives/answers when appropriate Respond to inquiries from the public regarding current rates, job opportunities, office hours, and any other Farmers National Bank related questions Recognize situations where additional expertise is required and bring the necessary resources into the discussion/situation Maintain the highest possible level of integrity and honesty during all client interactions in a manner consistent with the Core Values, Vision, and Mission of Farmers National Banc Corp May be involved in conducting out-bound proactive sales calls to current and potential clients Work individually and as a team to meet and exceed established goals, i.e. referral goals, call handle time goals, availability goals, and quality goals. Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION AND/OR EXPERIENCE: High School Diploma or GED Minimum of one (1) year retail banking experience (Teller, Personal Banker, etc.), customer service experience and phone sales and service experience Proven ability to operate Windows-based computer programs and use a mouse Call center experience preferred E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $29k-34k yearly est. 3d ago
  • Customer Service Representative (Regional Remote)

    Diamond Credit Union 3.6company rating

    Pottstown, PA jobs

    Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists. Supervisory Responsibilities: No direct reports. Essential Functions: Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met. Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Ability to work through member situations and provide effective and accurate resolutions. Good technical skills and ability to work with multiple systems. Ability to be available at 8:00am M-Sat. Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis. Education / Experience: High school diploma or equivalent. Two plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $24k-29k yearly est. 3d ago
  • Customer Service Advisor - Jackson Main - Jackson, OH

    Wesbanco Bank Inc. 4.3company rating

    Jackson, OH jobs

    Back Customer Service Advisor - Jackson Main #31-8663 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 at the Jackson Main banking center. Market Columbus Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Jackson, Ohio, United States
    $31k-35k yearly est. 2d ago
  • Customer Service Advisor - Napoleon, OH

    Wesbanco Bank Inc. 4.3company rating

    Napoleon, OH jobs

    Back Customer Service Advisor #11-8694 Napoleon, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 at the Napoleon Main banking center. Market Defiance Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Napoleon, Ohio, United States
    $31k-35k yearly est. 5d ago
  • Customer Service Advisor - Hicksville - Hicksville, OH

    Wesbanco Bank Inc. 4.3company rating

    Hicksville, OH jobs

    Back Customer Service Advisor - Hicksville #11-8637 Hicksville, Ohio, United States Apply X Facebook LinkedIn Email Copy 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 at our Hicksville, Ohio banking center. Market Defiance Work Hours per Week 22.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description 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. 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 business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Hicksville, Ohio, United States
    $31k-35k yearly est. 3d ago
  • Consumer Loan Resolution Specialist - Credit Resolution - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Youngstown, OH jobs

    Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY. Market Wheeling Work Hours per Week 22.5 Requirements High school diploma or General Education Degree (GED). One year of related experience or training preferred. Job Description SUMMARY: Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts. Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts. Determines reason for non-payment. Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account. Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account. Prepares necessary documentation for modifications, extensions, and file evaluation. Negotiates payment arrangement with borrower(s). Maintains detailed tracking log on all accounts as you work through the collection process. Processes GL and Payment Tickets as applicable when payment is received. Researches and resolve billing and/or payment disputes on assigned accounts. Verifies "Proof of Insurance" for collateralized loans as needed. Orders appraisals when appropriate. Analyzes loan/collateral file to make recommendation for appropriate action. Reviews personal credit and asset reports to make recommendations as to appropriate strategy. Organizes and prepare files to be referred for repossession and/or foreclosure. Makes appropriate file notations for all correspondence and any other events to Intellect system. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Ability to research problem situations and recommend appropriate action. Professional appearance and demeanor, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Possess effective organizational skills and ability to handle detail-oriented work with promptness. Ability to work in a fast-paced environment. Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States
    $33k-51k yearly est. 3d ago

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