Banking Customer Advisor & Relationship Builder

WesBanco; Bryan (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco in Bryan, OH seeks a Customer Service Advisor to provide exceptional customer service, identify sales opportunities, and perform deposit transactions. The role emphasizes relationship building, product promotion, and referrals to internal partners within the banking center environment.

Responsibilities include opening accounts, outbound onboarding calls, and supporting daily operations while adhering to security and compliance standards.

Qualifications

• Customer service orientation with banking experience preferred.
• Ability to assess financial needs and refer to appropriate partners.
• Strong communication, math, and problem-solving skills.

Responsibilities

• Open new deposit accounts and process transactions.
• Promote and refer bank products to customers and partners.
• Build and maintain relationships with customers and internal teams.
• Conduct outbound calls for onboarding and prospecting new Retail customers.
• Follow security, audit, and daily operations procedures.
• Support daily branch operations and participate in staff meetings.

Skills

Excellent Customer Service

Operational Proficiency

Referral identification

Relationship building

Promotion of bank products

Business development

Education

High school diploma

Tools

Microsoft Outlook 365

Banking Software

Job description

WesBanco in Bryan, OH seeks a Customer Service Advisor to provide exceptional customer service, identify sales opportunities, and perform deposit transactions. The role emphasizes relationship building, product promotion, and referrals to internal partners within the banking center environment.

Responsibilities include opening accounts, outbound onboarding calls, and supporting daily operations while adhering to security and compliance standards.