Banking Center CSA: Onboarding & Relationship Advisor

WesBanco Bank Inc.; Upper Arlington (OH); On-site; USD 42,000 - 48,000; Full time

Job summary

WesBanco Bank Inc. in Ohio seeks a Customer Service Advisor to deliver excellent customer service, open new deposit accounts, and promote bank products. You will prospect new retail customers, conduct referrals, and build relationships with customers and partners.

The role involves outbound calling, onboarding, and maintaining strong product knowledge to support sales goals while ensuring compliance and security procedures are followed.

Qualifications

• High school diploma required.
• Banking experience preferred.
• Ability to generate new financial relationships through outbound calling and referrals.
• Clear verbal and written communication skills.
• Strong organizational and multi-tasking abilities.

Responsibilities

• Open new deposit accounts and handle cash drawer with accuracy.
• Identify referral opportunities and promote bank products.
• Conduct outbound calls for onboarding and prospecting retail customers.
• Provide excellent customer service and resolve issues promptly.
• Build relationships with customers and internal partners to meet sales/referral goals.

Skills

Customer service

Sales

Relationship building

Outbound calling

Organizational skills

Communication

Education

High school diploma

Tools

Banking software

Microsoft Outlook 365

Job description

WesBanco Bank Inc. in Ohio seeks a Customer Service Advisor to deliver excellent customer service, open new deposit accounts, and promote bank products. You will prospect new retail customers, conduct referrals, and build relationships with customers and partners.

The role involves outbound calling, onboarding, and maintaining strong product knowledge to support sales goals while ensuring compliance and security procedures are followed.