Banking Center Customer Success & Growth Advisor

WesBanco, Inc.; Shinnston (WV); Vor Ort; USD 21.000 - 28.000; Vollzeit

Zusammenfassung

WesBanco, Inc. is seeking a Customer Service Advisor to deliver outstanding service, identify sales opportunities and process account transactions in our Banking Center.

This role emphasizes relationship building, cross-selling bank products, and maintaining security and accuracy in daily operations, while supporting teammates and onboarding new customers. The CSA will initiate outbound calls for onboarding, referrals to business partners, and promote financial wellness to Retail banking

Qualifikationen

• High School Diploma or General Education Degree (GED) required.
• Minimum of 6 months of banking experience required.
• Minimum of 3 years of Cash Handling, Sales, and Customer Service experience required.
• Business Development: Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
• Interpersonal and Communication Skills: Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
• Other Skills and Abilities: Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible.
• Mathematical Skills: Sound mathematical and analytical skills preferred.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Aufgaben

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Initiate conversations to assess the financial needs of Banking Center customers and refer to business partners for promotion of products.
• Accepts and accurately processes all financial service transactions
• Responsible for opening new deposit accounts and operating a cash drawer with proper balancing procedures
• Complies and operates within security and audit procedures.
• Consistently achieve production and referral goals through relationship development including consultations, outbound calls, referrals, and onboarding calls.
• Communicates and partners effectively with branch staff to promote a team environment and meet goals.
• Executes outbound calling activities and promotes bank products with referrals as per location goals.
• Educates staff on opportunities to advance financial wellness of customers.
• Supports day-to-day operations including, open/close procedures, vault duties, cash control, and inventory/audit compliance.
• Participates in regular staff meetings.
• Provides service to customers on banking matters and resolves problems professionally.
• Builds relationships with internal partners for constructive feedback.
• Maintains trust and confidentiality of sensitive information.

Kenntnisse

Business Development

Interpersonal & Communication Skills

Organizational Skills

Mathematical Skills

Reasoning Ability

Ausbildung

High School Diploma or GED

Jobbeschreibung

WesBanco, Inc. is seeking a Customer Service Advisor to deliver outstanding service, identify sales opportunities and process account transactions in our Banking Center.

This role emphasizes relationship building, cross-selling bank products, and maintaining security and accuracy in daily operations, while supporting teammates and onboarding new customers. The CSA will initiate outbound calls for onboarding, referrals to business partners, and promote financial wellness to Retail banking