198 Service Advisor jobs in Medina

Are you considering a career in automotive? At Premium Velocity Auto/ Jiffy Lube (PVA), no automotive experience is required ! Transfer your customer service skills and retail sales knowledge to an industry that will really get you moving, we'll train you on the rest!

We are now hiring Customer Service Advisors/Lube Technicians to work safely in various roles to meet the individual needs of the customer, ensuring that they are confident in the safety of their vehicle.

Benefits:

• Opportunity to increase your payrate within your first 60 days of employment!
• Paid training plus bonus incentives for completing training.
• Cross-training across multiple roles, increasing your earning potential.
• Career paths that offer limitless growth opportunities (in Automotive and Management)!
• Safety focused work environment to always keep you and our customers safe!
• Unique benefits including legal and financial advising, employee discount on parts and services, and a members-only discount center for major purchases and day-to-day essentials! *
• Competitive Medical, Vision, Dental, company funded Life Insurance, FSA/DCFSA, and paid time off to help you care for yourself and your family! *

*For full time employees

PVA is seeking reliable individuals with a growth mentality, committed to customer satisfaction. The ability to build rapport and explain products effectively makes you the perfect candidate for this position! We do not require automotive experience, but customer service/sales experience are preferred.

Qualified candidates can work well in a team setting, have great communication skills, and are efficient in fast-paced environments. A valid driver's license is strongly preferred as it ensures your career opportunities will not be limited but is not required.

See full job description below!

Job Summary

The Customer Service Advisor (CSA) for PVA (Jiffy Lube), helps build loyalty and increase sales by allowing our guests to make informed decisions about their automotive services. The CSA is a Lube Technician that is also responsible for creating a positive guest experience, which they can achieve by acting as the customer liaison and main point of contact throughout their visit!

Job Responsibilities :

• Greet and escort guests from their vehicles as you review their requests.
• Inform guests of any promotions or products available with thorough understanding of the full range of Jiffy Lube products and services acquired through your training.
• Provide impartial recommendations or options that are tailored specifically to guest's needs based on manufacturer recommendations and technicians' findings.
• Communicate updates to the guest throughout the entire process as well as any special circumstances that impact overall satisfaction.
• Perform preventative maintenance such as oil and filter change, refill fluid levels, and inspecting and replacing lights, wiper blades, brakes, and tires.
• Promote customer loyalty by ensuring completion of quality workmanship, reviewing services completed with guest, confirming guest satisfaction, and encouraging return at recommended intervals.
• Other duties as assigned by management.

Requirements :

• Proven face-to-face customer service or sales experience.
• Ability to perform the responsibilities of the job.
• Able to stand for an extended period.
• Ability to bend, stoop, reach, crawl, and climb stairs.
• Ability to lift over 50 pounds.
• Comfortable working in an enclosed and/or semi-outdoor environment.
• Authorized to work in the US without sponsorship.

Qualifications:

• Valid Driver's License preferred.
• Excellent customer service and communication skills.
• Keen listening and reasoning skills to capture guests' product needs.
• Confident in overcoming objections and not afraid of rejection.
• An energetic and positive attitude that is welcoming to guests.
• Ability to work well in a team environment.
• Dedication to following safety policies and procedures.
• Willingness to undergo on the job training and a growth mindset.
• Ability to work in a fast-paced environment while multi-tasking.

Benefits:

• Employer/Employee Funded Medical Plans, Prescription Drug Coverage, and Telemedicine*
• Employer Funded Basic Life & Accidental Death Dismemberment*
• Bonus structure for JLU Module completions within set timeframes.
• Employee discount on parts and services
• Additional benefits available:
• Dental Plan and/or Vision Plan*
• Life & Accidental Death Dismemberment and/or Accident*
• Short-Term and Long-Term Disability*
• Critical Illness and/or Cancer and/or Hospital Indemnity*
• Flexible Spending Account (FSA) and/or Dependent Care FSA*
• Value Added Services: Employee Assistance Program, Will Prep, Travel Assistance

* Full-time employees only

Equal Opportunity Employer

Jiffy Lube - Premium Velocity Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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.

High school diploma or GED required.

Banking, cash handling, sales, and customer service experience preferred.

Are you considering a career in automotive? At Premium Velocity Auto/ Jiffy Lube (PVA), no automotive experience is required ! Transfer your customer service skills and retail sales knowledge to an industry that will really get you moving, we'll train you on the rest!

We are now hiring Customer Service Advisors/Lube Technicians to work safely in various roles to meet the individual needs of the customer, ensuring that they are confident in the safety of their vehicle.

Benefits:

• Opportunity to increase your payrate within your first 60 days of employment!
• Paid training plus bonus incentives for completing training.
• Cross-training across multiple roles, increasing your earning potential.
• Career paths that offer limitless growth opportunities (in Automotive and Management)!
• Safety focused work environment to always keep you and our customers safe!
• Unique benefits including legal and financial advising, employee discount on parts and services, and a members-only discount center for major purchases and day-to-day essentials! *
• Competitive Medical, Vision, Dental, company funded Life Insurance, FSA/DCFSA, and paid time off to help you care for yourself and your family! *

*For full time employees

PVA is seeking reliable individuals with a growth mentality, committed to customer satisfaction. The ability to build rapport and explain products effectively makes you the perfect candidate for this position! We do not require automotive experience, but customer service/sales experience are preferred.

Qualified candidates can work well in a team setting, have great communication skills, and are efficient in fast-paced environments. A valid driver's license is strongly preferred as it ensures your career opportunities will not be limited but is not required.

See full job description below!

Job Summary

The Customer Service Advisor (CSA) for PVA (Jiffy Lube), helps build loyalty and increase sales by allowing our guests to make informed decisions about their automotive services. The CSA is a Lube Technician that is also responsible for creating a positive guest experience, which they can achieve by acting as the customer liaison and main point of contact throughout their visit!

Job Responsibilities :

• Greet and escort guests from their vehicles as you review their requests.
• Inform guests of any promotions or products available with thorough understanding of the full range of Jiffy Lube products and services acquired through your training.
• Provide impartial recommendations or options that are tailored specifically to guest's needs based on manufacturer recommendations and technicians' findings.
• Communicate updates to the guest throughout the entire process as well as any special circumstances that impact overall satisfaction.
• Perform preventative maintenance such as oil and filter change, refill fluid levels, and inspecting and replacing lights, wiper blades, brakes, and tires.
• Promote customer loyalty by ensuring completion of quality workmanship, reviewing services completed with guest, confirming guest satisfaction, and encouraging return at recommended intervals.
• Other duties as assigned by management.

Requirements :

• Proven face-to-face customer service or sales experience.
• Ability to perform the responsibilities of the job.
• Able to stand for an extended period.
• Ability to bend, stoop, reach, crawl, and climb stairs.
• Ability to lift over 50 pounds.
• Comfortable working in an enclosed and/or semi-outdoor environment.
• Authorized to work in the US without sponsorship.

Qualifications:

• Valid Driver's License preferred.
• Excellent customer service and communication skills.
• Keen listening and reasoning skills to capture guests' product needs.
• Confident in overcoming objections and not afraid of rejection.
• An energetic and positive attitude that is welcoming to guests.
• Ability to work well in a team environment.
• Dedication to following safety policies and procedures.
• Willingness to undergo on the job training and a growth mindset.
• Ability to work in a fast-paced environment while multi-tasking.

Benefits:

• Employer/Employee Funded Medical Plans, Prescription Drug Coverage, and Telemedicine*
• Employer Funded Basic Life & Accidental Death Dismemberment*
• Bonus structure for JLU Module completions within set timeframes.
• Employee discount on parts and services
• Additional benefits available:
• Dental Plan and/or Vision Plan*
• Life & Accidental Death Dismemberment and/or Accident*
• Short-Term and Long-Term Disability*
• Critical Illness and/or Cancer and/or Hospital Indemnity*
• Flexible Spending Account (FSA) and/or Dependent Care FSA*
• Value Added Services: Employee Assistance Program, Will Prep, Travel Assistance

* Full-time employees only

Equal Opportunity Employer

Jiffy Lube - Premium Velocity Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Are you considering a career in automotive? At Premium Velocity Auto/ Jiffy Lube (PVA), no automotive experience is required ! Transfer your customer service skills and retail sales knowledge to an industry that will really get you moving, we'll train you on the rest!

We are now hiring Customer Service Advisors/Lube Technicians to work safely in various roles to meet the individual needs of the customer, ensuring that they are confident in the safety of their vehicle.

Benefits:

• Opportunity to increase your payrate within your first 60 days of employment!
• Paid training plus bonus incentives for completing training.
• Cross-training across multiple roles, increasing your earning potential.
• Career paths that offer limitless growth opportunities (in Automotive and Management)!
• Safety focused work environment to always keep you and our customers safe!
• Unique benefits including legal and financial advising, employee discount on parts and services, and a members-only discount center for major purchases and day-to-day essentials! *
• Competitive Medical, Vision, Dental, company funded Life Insurance, FSA/DCFSA, and paid time off to help you care for yourself and your family! *

*For full time employees

PVA is seeking reliable individuals with a growth mentality, committed to customer satisfaction. The ability to build rapport and explain products effectively makes you the perfect candidate for this position! We do not require automotive experience, but customer service/sales experience are preferred.

Qualified candidates can work well in a team setting, have great communication skills, and are efficient in fast-paced environments. A valid driver's license is strongly preferred as it ensures your career opportunities will not be limited but is not required.

See full job description below!

Job Summary

The Customer Service Advisor (CSA) for PVA (Jiffy Lube), helps build loyalty and increase sales by allowing our guests to make informed decisions about their automotive services. The CSA is a Lube Technician that is also responsible for creating a positive guest experience, which they can achieve by acting as the customer liaison and main point of contact throughout their visit!

Job Responsibilities :

• Greet and escort guests from their vehicles as you review their requests.
• Inform guests of any promotions or products available with thorough understanding of the full range of Jiffy Lube products and services acquired through your training.
• Provide impartial recommendations or options that are tailored specifically to guest's needs based on manufacturer recommendations and technicians' findings.
• Communicate updates to the guest throughout the entire process as well as any special circumstances that impact overall satisfaction.
• Perform preventative maintenance such as oil and filter change, refill fluid levels, and inspecting and replacing lights, wiper blades, brakes, and tires.
• Promote customer loyalty by ensuring completion of quality workmanship, reviewing services completed with guest, confirming guest satisfaction, and encouraging return at recommended intervals.
• Other duties as assigned by management.

Requirements :

• Proven face-to-face customer service or sales experience.
• Ability to perform the responsibilities of the job.
• Able to stand for an extended period.
• Ability to bend, stoop, reach, crawl, and climb stairs.
• Ability to lift over 50 pounds.
• Comfortable working in an enclosed and/or semi-outdoor environment.
• Authorized to work in the US without sponsorship.

Qualifications:

• Valid Driver's License preferred.
• Excellent customer service and communication skills.
• Keen listening and reasoning skills to capture guests' product needs.
• Confident in overcoming objections and not afraid of rejection.
• An energetic and positive attitude that is welcoming to guests.
• Ability to work well in a team environment.
• Dedication to following safety policies and procedures.
• Willingness to undergo on the job training and a growth mindset.
• Ability to work in a fast-paced environment while multi-tasking.

Benefits:

• Employer/Employee Funded Medical Plans, Prescription Drug Coverage, and Telemedicine*
• Employer Funded Basic Life & Accidental Death Dismemberment*
• Bonus structure for JLU Module completions within set timeframes.
• Employee discount on parts and services
• Additional benefits available:
• Dental Plan and/or Vision Plan*
• Life & Accidental Death Dismemberment and/or Accident*
• Short-Term and Long-Term Disability*
• Critical Illness and/or Cancer and/or Hospital Indemnity*
• Flexible Spending Account (FSA) and/or Dependent Care FSA*
• Value Added Services: Employee Assistance Program, Will Prep, Travel Assistance

* Full-time employees only

Equal Opportunity Employer

Jiffy Lube - Premium Velocity Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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.

High school diploma or GED required.

Banking, cash handling, sales, and customer service experience preferred.

There's never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us daily for fuel, food, truck maintenance and essential services.
Driven by a passionate team, TA is focused on growing its network of travel centers, implementing cutting edge technology and embarking on innovative alternative energy and sustainability initiatives.
From our locations across the country, to our corporate headquarters in Westlake, Ohio, every team member is a stakeholder in TA's success. This environment offers endless career opportunities for individuals interested in sharing their ideas, growing with the company and shaping TA's future.
**Job Summary**
Our Truck Service team is comprised of nearly 3,000 highly skilled technicians and spans coast to coast. With over 280 locations across the country, TA Truck Service has a solid foundation and a forward-thinking vision. As a Truck Service Advisor (TSA), you will provide first-rate service to customers through your extensive knowledge of the products we sell and the services we provide. The TSA is primarily responsible for writing work orders, suggestive selling, and handling over-the-counter (OTC) transactions while ensuring that we are returning every traveler to the road better than they came!
**In this role, you can expect to:**
+ Work in a fun, trusting environment focused on providing great service where the expectations of the customer are exceeded
+ Have extensive knowledge of the products we sell and the services we provide
+ Have strong suggestive selling skills to help generate revenue. Ability to influence in a professional manner while displaying high integrity
+ Write, detail, and process (pay out) Work Orders and OTC transactions; Properly write up an ETA Work Order; Secure Purchase Orders, Prepare and communicate quotes to customer
+ Source parts from outside vendors and coordinate delivery
+ Prepare end of shift drop and shift report; Understand various payment types
+ Ensure the cleanliness of service counters, showroom, and customer restrooms
+ Maintain the safety of both our customers and team members
**What we'd like to see:**
+ A dedicated individual who works well with others and is excited to be part of our team!
+ High School Diploma or GED
+ Good verbal and written communication skills
+ Previous cashier and customer service experience; experience in repair or parts shop preferred
+ Presents self in a professional manner to customers, management, and coworkers.
+ Strong suggestive selling skills
+ Basic computer skills
+ Ability to work flexible hours including nights, weekends and some holidays in interior and exterior conditions
+ A valid driver's license
**With us, you'll enjoy:**
+ Competitive wages
+ Medical, dental, vision and life insurance
+ 401(k) with a company match
+ Paid vacation and holidays
+ Tuition reimbursement
+ On-site meal discounts
+ A wide variety of discounts on technology, travel, food and fuel
+ Opportunity for growth and advancement with company paid training
Not all benefit plans are available to all team members. For a more comprehensive list of benefits, please visit travel centers serve thousands every day; not one traveler is the same and our team must reflect that. We can "return every traveler to the road better than they came" only by understanding and celebrating individualism. TravelCenters of America is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless race, color, religion, creed, national or ethnic origin, age, marital status, familial status, ancestry, sex, gender, pregnancy, gender identity or expression, sexual orientation, mental or physical disability, handicap, military service or Veteran status, genetic information or membership in any other category protected by applicable federal, state or local law. At TravelCenters of America, we invite everyone to make themselves at home.
**Typical Physical Demands**
In this role, the team member is regularly required to talk and hear. Standing, walking, kneeling, stooping, bending over, crouching, crawling, climbing, and repetitive use of legs are done occasionally. The team member is occasionally required to lift up to 50 lbs and/or move heavy objects. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. All performed with or without a reasonable accommodation.
**Work Environment**
While performing these duties of this job, the employee may be exposed to outdoor elements in all seasons. Occasionally, the employee will also be exposed to fumes and particles, moving mechanical parts and vibration. The noise level in the work environment can be loud at times. While performing these duties, the employee may be exposed to dirt, dust, grime, grease, oil, gas, high-concentrated cleaning solutions, etc.
**Disclaimer**
This job description may not list all duties for this position. The incumbent in the position may be asked to perform other duties. TA Operating LLC reserves the right to revise the job description at any time. This job description is not a contract for employment, and either the incumbent or TA Operating LLC may terminate employment at any time, for any reason.

Back Customer Service Advisor- Medina #23-7626 Medina, Ohio, United States Apply Apply for this job now! Apply 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 Medina 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 Medina, Ohio, United States