Banking Customer Advisor: Outreach & Referrals

WesBanco, Inc.; Carnegie (Allegheny County); Presencial; USD 42.000 - 66.000; Jornada completa

Descripción de la vacante

WesBanco, Inc. is seeking a Customer Service Advisor to foster a positive banking environment and identify sales opportunities. You will open new deposit accounts, handle transactions, and connect customers with suitable products and services.

The role emphasizes proactive outreach, relationship building, and collaboration with internal partners to promote financial wellness and ensure secure, compliant operations.

Formación

• High school diploma or GED required.
• Minimum of one year of banking experience preferred.
• Minimum of three years of Cash Handling, Sales, and Customer Service experience preferred.

Responsabilidades

• Provide excellent customer service and promote bank products and services.
• Open new deposit accounts and process financial transactions.
• Identify referral opportunities and refer customers to business partners.
• Build and maintain customer relationships through outbound calls and onboarding.
• Ensure compliance with bank policies, security, and daily operations.
• Collaborate with branch staff to meet goals and service standards.

Conocimientos

Customer service

Sales

Relationship building

Outbound calling

Cash handling

Team collaboration

Educación

High school diploma or GED

Descripción del empleo

WesBanco, Inc. is seeking a Customer Service Advisor to foster a positive banking environment and identify sales opportunities. You will open new deposit accounts, handle transactions, and connect customers with suitable products and services.

The role emphasizes proactive outreach, relationship building, and collaboration with internal partners to promote financial wellness and ensure secure, compliant operations.