Banking Customer Experience & Sales Advisor

WesBanco Bank Inc.; O'Hara Township (PA); On-site; USD 32,000 - 48,000; Full time

Job summary

WesBanco Bank Inc. in Pennsylvania is seeking a Customer Service Advisor (CSA) to deliver exceptional customer service while identifying sales opportunities and handling account transactions.

The CSA will open new deposit accounts, promote bank products, and refer customers to internal and external partners as applicable. Additional duties include outbound onboarding calls, prospecting new Retail customers, and promoting Retail banking relationships through consistent product promotion and

Qualifications

• 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.

Responsibilities

• Model the bank's mission, provide customer consultations and referrals.
• Assess financial needs and refer customers to business partners for products and services.
• Process financial service transactions accurately, including opening deposit accounts.
• Handle cash with balancing procedures and adhere to security controls.
• Meet production and referral goals through outbound calls and customer outreach.
• Collaborate with branch staff to promote a team environment and achieve goals.

Skills

Excellent Customer Service

Operational Proficiency

Identify referrals

Relationship building

Promote bank products

Business development

Education

High School Diploma or GED

Job description

WesBanco Bank Inc. in Pennsylvania is seeking a Customer Service Advisor (CSA) to deliver exceptional customer service while identifying sales opportunities and handling account transactions.

The CSA will open new deposit accounts, promote bank products, and refer customers to internal and external partners as applicable. Additional duties include outbound onboarding calls, prospecting new Retail customers, and promoting Retail banking relationships through consistent product promotion and