Banking Center: Customer Success & Referrals Advisor

WesBanco; Pittsburgh (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

WesBanco in Pittsburgh, PA, seeks a Customer Service Advisor to deliver exceptional service in a 100% in-office Banking Center. You will open new deposit accounts, handle transactions, and connect customers with products and partners.

You will initiate outbound onboarding calls, promote retail banking services, and develop relationships with customers while complying with security and policy requirements. This role emphasizes community engagement and cross-team collaboration.

Qualifications

• Provide excellent customer service in line with bank standards.
• Open new deposit accounts and handle cash with accuracy.
• Identify referral opportunities and promote bank products.
• Build consumer and business relationships to promote services.
• Follow security and audit procedures in daily operations.

Responsibilities

• Personally models the Bank's Mission and values.
• Assess customer financial needs and refer to partners as appropriate.
• Open deposits, balance cash, and process transactions.
• Promote bank products and services to customers and prospects.
• Maintain security controls and compliance with policies.
• Collaborate with branch staff to meet goals and onboard new customers.

Skills

Excellent Customer Service

Operational proficiency

Identify referral opportunities

Relationship building

Promotion of bank products

Business development

Education

High school diploma

Tools

Microsoft Outlook 365

Job description

WesBanco in Pittsburgh, PA, seeks a Customer Service Advisor to deliver exceptional service in a 100% in-office Banking Center. You will open new deposit accounts, handle transactions, and connect customers with products and partners.

You will initiate outbound onboarding calls, promote retail banking services, and develop relationships with customers while complying with security and policy requirements. This role emphasizes community engagement and cross-team collaboration.