Banking Center Customer Success & Sales Advisor

wesbancocareers; Maryland; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

PTO

STD

Annual holidays

Benefits package

Job summary

WesBanco is seeking a Customer Service Advisor to deliver exceptional service, open new deposit accounts, and refer customers to our banking partners. You will build relationships across Retail banking, promote products, and handle daily cash operations with accuracy and integrity.

This role emphasizes proactive outreach, customer onboarding, and cross-sell opportunities within a regulated banking environment. A strong customer-service mindset and familiarity with banking software are essential.

Qualifications

• Excellent customer service and relationship-building abilities.
• Ability to identify referral opportunities and promote bank products.
• Proficient in using banking software and Microsoft Outlook 365.

Responsibilities

• Opens new deposit accounts and processes financial transactions.
• Identifies customer needs and makes referrals to bank partners.
• Conducts outbound calls to onboard customers and promote banking products.
• Maintains security and compliance with bank policies.

Skills

Customer service

Sales

Banking knowledge

Outbound calling

Education

High school diploma

Tools

Microsoft Outlook 365

Job description

WesBanco is seeking a Customer Service Advisor to deliver exceptional service, open new deposit accounts, and refer customers to our banking partners. You will build relationships across Retail banking, promote products, and handle daily cash operations with accuracy and integrity.

This role emphasizes proactive outreach, customer onboarding, and cross-sell opportunities within a regulated banking environment. A strong customer-service mindset and familiarity with banking software are essential.