Banking Customer Advisor: Relationship Builder & Referrals

WesBanco; Hurricane (WV); On-site; USD 28,000 - 36,000; Full time

Job summary

WesBanco in the United States is seeking a Customer Service Advisor to deliver excellent customer service, open accounts, and promote banking products. You will identify customer needs, refer to partners, and conduct outbound onboarding calls to grow retail relationships.

The role emphasizes cash handling, accuracy, and compliance within the banking center, with a focus on community engagement and teamwork to meet goals.

Qualifications

• High School Diploma or GED is required.
• Minimum of 6 months banking experience preferred.
• Minimum of three years of cash handling, sales and customer service experience required.

Responsibilities

• Open new deposit accounts and operate a cash drawer with proper balance procedures.
• Identify customer needs and refer to business partners for bank products and services.
• Achieve production and referral goals through relationship development and outbound calls.
• Promote bank products consistently and refer appropriate business lines.
• Support daily banking center operations, security, and compliance requirements.
• Educate teammates on uncovering opportunities to advance financial wellness.

Skills

Excellent Customer Service

Operational Proficiency

Security Proficiency

Referral Opportunities

Relationship Building

Product Promotion

Business Development

Education

High School Diploma or GED

Job description

WesBanco in the United States is seeking a Customer Service Advisor to deliver excellent customer service, open accounts, and promote banking products. You will identify customer needs, refer to partners, and conduct outbound onboarding calls to grow retail relationships.

The role emphasizes cash handling, accuracy, and compliance within the banking center, with a focus on community engagement and teamwork to meet goals.