Banking Center Customer Advisor & Onboarding Specialist

WesBanco Bank Inc.; Upper Arlington (OH); On-site; USD 38,000 - 56,000; Full time

Job summary

WesBanco Bank Inc. is seeking a Customer Service Advisor to deliver exceptional service, open new accounts, and promote banking products. The role emphasizes outbound outreach, onboarding new customers, and referrals to internal partners for product cross-promotion.

This position focuses on building customer relationships, meeting sales and service goals, and maintaining compliance with bank policies while supporting daily branch operations and security measures.

Qualifications

• Excellent customer service skills and ability to assess banking needs.
• Ability to generate referrals and promote bank products.
• Strong relationship-building and communication with customers and partners.
• Proficient in using banking software and Outlook for daily tasks.

Responsibilities

• Open new deposit accounts and process transactions.
• Identify and refer opportunities to cross-sell products and services.
• Conduct outbound calls for onboarding and relationship development.
• Support banking center operations and cash-handling procedures.
• Provide customer resolutions and educate clients on banking options.
• Collaborate with branch staff to meet goals and service standards.

Skills

Customer service

Security proficiency

Referral opportunities

Relationship building

Product promotion

Business development

Education

High school diploma

Tools

Microsoft Outlook 365

Banking software

Job description

WesBanco Bank Inc. is seeking a Customer Service Advisor to deliver exceptional service, open new accounts, and promote banking products. The role emphasizes outbound outreach, onboarding new customers, and referrals to internal partners for product cross-promotion.

This position focuses on building customer relationships, meeting sales and service goals, and maintaining compliance with bank policies while supporting daily branch operations and security measures.