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 e…
Hospice Community Liaison Position will cover Kokomo, Anderson and New Castle. Candidate must have hospice experience and professional relationships in the Kokomo market. Anew Hospice is a local family-owned company oper…
OVERVIEW Experience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts. At Ulta Beauty, …
C1 Company Overview C1: 1 Contact, 1 Connection, 1 Choice C1 is the foremost, single-source provider of advanced communications and data technology for business. That means if it's digital, we connect our customers to it…
Skills: Sales Management, Strategic Planning, Team Leadership, Forecasting, Account Management
2025 was a Record Sales Year. And 2026 is trending to be even Better. A new opening: Technical Sales Territory Manager for a Indianapolis, Indiana territory. Sell boiler and cooling tower industrial water treatment chemi…
Skills: Technical Sales, Water Treatment, Cold Calling, Chemical Analysis, Mechanical Troubleshooting
Benefits: Bonus based on performance Health insurance Paid time off Outside Sales Representative — Squeegee Squad Indianapolis Base + Uncapped Commission | OTE $70,000–$100,000+ | Company Vehicle Provided About the Role …
Skills: Lead Generation, Customer Consultations, Estimating, Relationship Building, Cold Outreach
Start with a job, stay for a career. For over 100 years, Edward Rose & Sons has been committed to career development for our team members. We offer you the opportunity to grow in an environment where you will feel valued…
Skills: Sales, Customer Service, Leasing, Microsoft Office, Yardi Voyager
AutoZone’s store teams are the frontline of WOW! customer service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, assist customers …
Skills: Customer Service, Automotive Parts Knowledge, Sales, Inventory Management, Communication
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of…
Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Health insurance Opportunity for advancement Training & development Equal access to programs, services and employment is availa…
Skills: Retail management, Customer service, Team leadership, Coaching, Training
Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Health insurance Opportunity for advancement Training & development Equal access to programs, services and employment is availa…
Skills: Retail Management, Customer Service, Team Leadership, Sales, Staff Supervision
Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Health insurance Opportunity for advancement Training & development Equal access to programs, services and employment is availa…
Benefits: Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Bonus based on performance Equal access to programs, services and employment is available to all persons. Th…
Benefits: Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Bonus based on performance Equal access to programs, services and employment is available to all persons. Th…
Benefits: Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Bonus based on performance Equal access to programs, services and employment is available to all persons. Th…
Benefits: Bonus based on performance Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Equal access to programs, services and employment is available to all persons. Th…
Benefits: Bonus based on performance Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Equal access to programs, services and employment is available to all persons. Th…
Benefits: Bonus based on performance Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Equal access to programs, services and employment is available to all persons. Th…
Benefits: Bonus based on performance Employee discounts Flexible schedule Free uniforms Training & development Equal access to programs, services and employment is available to all persons. Those applicants requiring rea…
Benefits: Bonus based on performance Employee discounts Flexible schedule Free uniforms Training & development Equal access to programs, services and employment is available to all persons. Those applicants requiring rea…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 45d ago
~40 hrs/week
Responsibilities
The Customer Service Advisor provides excellent customer service, processes financial transactions, and opens new deposit accounts. They are also responsible for identifying sales opportunities and conducting outbound calls to acquire and onboard new retail customers.
Requirements
A high school diploma is required, with preferred experience in banking, cash handling, and sales. Candidates must be proficient in Microsoft Outlook 365 and possess strong communication and organizational skills.
Full 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 focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Promotion 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.
Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.
Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals.
Complies and operates within security and audit procedures.
Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities 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.
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 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.
Contributes to 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.
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.
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 products expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The employee must occasionally lift and/or move up to 10 pounds.
Qualifications
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Related keywords
BankingRetail BankingCustomer Service RepresentativeCSRDeposit AccountsCash DrawerFinancial WellnessAudit ProceduresCompliance TrainingBusiness DevelopmentOutbound CallingFinancial ServicesRelationship ManagementMicrosoft Outlook 365Banking Software
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc. (NASDAQ: WSBC) and its subsidiaries build lasting prosperity through relationships and solutions that empower our customers for success in their financial journeys. Customers across our nine-state footprint choose WesBanco for the comprehensive range and personalized delivery of our retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. Through the strength of our teams, we leverage large bank capabilities and local focus to help make every community we serve a better place for people and businesses to thrive.
Offices: 1 Bank Plaza, Wheeling, West Virginia 26003, US
Internet BankingMobile BankingCheckingSavingsTime DepositsLoansMortgage LendingBusiness CheckingBusiness SavingsTreasury Management
Based on 1088 listings with disclosed salaries, most sales jobs in Indiana pay between $50k–$150k per year. Individual offers vary with seniority, company size, and specialization.
How many Sales jobs are open in Indiana right now?
There are currently 5,402 open sales positions in Indiana listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Indiana?
Companies currently hiring include AutoZone, Lowe's Companies, Inc., Circle K, Advance Auto Parts, O'Reilly Auto Parts, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Indiana?
Yes — 726 of the 5402 open sales positions offer remote or hybrid work (398 remote, 328 hybrid).
How do I apply for Sales jobs in Indiana?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.