Banking Center Customer & Sales Advisor

WesBanco, Inc.; Bowie (MD); On-site; USD 27,000 - 32,000; Full time

Benefits offered by this job

401(k) with employee match

Excellent benefits: medical, dental, V

Paid time off and holidays

Job summary

WesBanco, Inc. in Bowie, MD seeks a Customer Service Advisor to deliver exceptional service, handle deposit transactions, and proactively promote bank products. The role includes outbound onboarding calls to grow Retail relationships and referrals to partners for cross-selling opportunities.

You will support CSR and sales platforms and maintain security and policy compliance. Responsibilities include opening accounts, handling cash, and achieving both production and referral goals while building

Qualifications

• Identify referral opportunities to promote bank products and services.
• Open new deposit accounts and process transactions with accuracy and security.
• Provide outstanding customer service and resolve issues efficiently.

Responsibilities

• Models the Bank's Mission and adheres to guidelines.
• Assess financial needs and refer customers to business partners for products.
• Process financial service transactions and balance cash drawers.
• Open new deposit accounts and support daily operations and security controls.
• Achieve production and referral goals through outbound calls and customer consultations.
• Partner with branch staff to promote team objectives and service quality.
• Educate customers on financial wellness and product benefits.
• Maintain confidentiality and comply with audit requirements.
• Participate in staff meetings and contribute to a positive work environment.

Skills

Excellent Customer Service

Operational Proficiency

Identify referrals

Relationship building

Promotion of Bank products

Business development

Education

High School Diploma or GED

Job description

WesBanco, Inc. in Bowie, MD seeks a Customer Service Advisor to deliver exceptional service, handle deposit transactions, and proactively promote bank products. The role includes outbound onboarding calls to grow Retail relationships and referrals to partners for cross-selling opportunities.

You will support CSR and sales platforms and maintain security and policy compliance. Responsibilities include opening accounts, handling cash, and achieving both production and referral goals while building