Banking Center Customer Advisor & Sales Referrals

WesBanco, Inc.; Mount Airy (MD); Presencial; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

WesBanco, Inc. seeks a Customer Service Advisor to deliver outstanding service while identifying sales opportunities and processing account transactions in the Mount Airy banking center.

The role emphasizes proactive customer onboarding, outbound calls, and cross‑selling of banking products and services. You will build consumer and business relationships, refer opportunities to internal partners, and ensure compliance with bank policies and security measures.

Formación

• Excellent customer service skills and the ability to assess banking needs.
• Strong operational and security awareness to protect customer data.
• Ability to identify and refer opportunities for banking products and services.
• Clear communication and relationship-building with customers and partners.
• Knowledge of bank products and how to promote them to customers.

Responsabilidades

• Model the bank's standards and provide exceptional service to customers.
• Assess financial needs and recommend appropriate products with referrals to partners.
• Process financial transactions accurately and open deposit accounts.
• Promote bank products and services to grow customer relationships and referrals.
• Achieve production and referral goals through outbound calls and relationship building.
• Maintain security controls and comply with bank policies and controls.
• Participate in staff meetings and provide excellent customer support.

Conocimientos

Excellent customer service

Operational and security proficiency

Identify referral opportunities

Relationship building

Promotion of bank products and service

Business development inside and out

Educación

High School Diploma or GED

Descripción del empleo

WesBanco, Inc. seeks a Customer Service Advisor to deliver outstanding service while identifying sales opportunities and processing account transactions in the Mount Airy banking center.

The role emphasizes proactive customer onboarding, outbound calls, and cross‑selling of banking products and services. You will build consumer and business relationships, refer opportunities to internal partners, and ensure compliance with bank policies and security measures.