Banking Center Customer Service & Sales Advisor

WesBanco; Springfield (OH); On-site; USD 35,000 - 48,000; Full time

Job summary

WesBanco in Upper Valley - Springfield, OH is seeking a Customer Service Advisor to deliver exceptional service, open new deposit accounts, and identify sales opportunities. You will connect with customers to understand their needs and refer them to appropriate partners.

The role emphasizes outbound outreach, onboarding new Retail customers, and promoting WesBanco products while supporting CSR and sales platforms within the designated Banking Center.

Qualifications

• Must provide excellent customer service and build customer relationships.
• Able to identify referral opportunities and promote bank products.
• Strong organizational skills with multi-tasking ability.
• Clear verbal and written communication, including explaining products.

Responsibilities

• Assist customers with financial service transactions, open new deposit accounts, and balance cash drawer.
• Initiate outbound calls for customer onboarding and prospecting new Retail customers.
• Promote bank products and refer customers to internal and external partners.
• Maintain compliance with bank policies, security measures and daily operations.

Skills

Excellent customer service

Relationship building

Business development

Clear communication

Education

High school diploma

Tools

Outlook 365

Banking software

Job description

WesBanco in Upper Valley - Springfield, OH is seeking a Customer Service Advisor to deliver exceptional service, open new deposit accounts, and identify sales opportunities. You will connect with customers to understand their needs and refer them to appropriate partners.

The role emphasizes outbound outreach, onboarding new Retail customers, and promoting WesBanco products while supporting CSR and sales platforms within the designated Banking Center.