Banking Center: Customer Success & Referrals Advisor

wesbancocareers; Kentucky; On-site; USD 32,000 - 52,000; Full time

Job summary

wesbanco careers is seeking a Customer Service Advisor to provide excellent customer service, open new deposit accounts, and promote bank products. The role emphasizes outbound outreach to onboard new Retail customers and grow banking relationships.

Responsibilities include handling transactions, referrals to internal partners, and maintaining security procedures while meeting branch goals and standards.

Qualifications

• Banking is a regulated industry requiring adherence to policies and compliance training.
• Ability to generate new financial relationships through outbound calls and referrals.
• Strong verbal and written communication and the skill to explain products clearly.

Responsibilities

• Assist customers with financial service transactions and deposit accounts.
• Identify referral opportunities and promote bank products to customers.
• Open new deposit accounts, handle cash, and balance cash drawer.
• Prospect new Retail customers and onboard them into the banking relationship.
• Engage with internal partners to meet branch goals and maintain security procedures.

Skills

Customer service

Communication

Sales

Relationship building

Outbound calling

Team collaboration

Education

High school diploma

Tools

Banking software

Microsoft Outlook 365

Job description

wesbanco careers is seeking a Customer Service Advisor to provide excellent customer service, open new deposit accounts, and promote bank products. The role emphasizes outbound outreach to onboard new Retail customers and grow banking relationships.

Responsibilities include handling transactions, referrals to internal partners, and maintaining security procedures while meeting branch goals and standards.