Banking Center Relationship & Sales Advisor

WesBanco; New Albany (IN); On-site; USD 32,000 - 45,000; Full time

Job summary

WesBanco in New Albany, IN is seeking a Customer Service Advisor to work 100% in-office at the State Street Banking Center. The role focuses on delivering outstanding customer service, opening deposit accounts, and identifying sales opportunities within the banking center.

You will assist customers by assessing their financial needs, referring to business partners, promoting WesBanco products, and conducting outbound onboarding calls to grow retail relationships and community engagement.

Qualifications

• High school diploma or equivalent required.
• Excellent customer service and communication skills.
• Ability to generate new financial relationships through outbound calling.
• Knowledge of banking products and services.

Responsibilities

• Open new deposit accounts and process transactions.
• Provide CSR and promote banking products and services.
• Prospect new retail customers and referrals.
• Maintain compliance with banking policies and security procedures.
• Participate in outbound onboarding calls to grow customer relationships.

Skills

Customer service

Relationship building

Outbound calls

Promoting bank products

Education

High school diploma

Tools

Microsoft Outlook 365

Job description

WesBanco in New Albany, IN is seeking a Customer Service Advisor to work 100% in-office at the State Street Banking Center. The role focuses on delivering outstanding customer service, opening deposit accounts, and identifying sales opportunities within the banking center.

You will assist customers by assessing their financial needs, referring to business partners, promoting WesBanco products, and conducting outbound onboarding calls to grow retail relationships and community engagement.