Banking Customer Service & Growth Advisor

WesBanco; Mount Airy (MD); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental & vision coverage

Paid time off

Office in Mount Airy

Job summary

WesBanco in Mount Airy, MD is seeking a Customer Service Advisor to foster a welcoming banking experience, handle deposits, promote products and build relationships with customers. This in-office role emphasizes accuracy, security and outbound outreach to identify opportunities.

You will process transactions, open accounts, balance cash, and collaborate with team members to meet branch goals. Qualifications include a high school diploma, strong communication, math skills, and compliance

Qualifications

• High school diploma required; additional education or experience preferred.
• Strong product knowledge and ability to promote bank products effectively.
• Excellent organizational skills, ability to multi-task, and flexibility.
• Proficient in Microsoft Outlook 365 and other banking software.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Strong communication skills, both verbal and written, to build positive customer relationships.
• Sound mathematical and analytical skills for problem solving.
• Physical ability to lift and/or move up to 10 pounds.
• Completion of all assigned compliance training in a timely manner.

Responsibilities

• Open new deposit accounts as CSR.
• Process all financial service transactions accurately and handle the cash drawer with proper balancing procedures.
• Identify referral opportunities and promote bank products and services to customers.
• Initiate conversations to assess financial needs and make recommendations, including referrals to business partners.
• Conduct outbound telephone calls focused on customer onboarding, prospecting new retail customers, and promoting products.
• Support day-to-day operations such as customer service, vault duties, cash level controls and inventory adequacy.
• Participate in regular staff meetings and execute outbound calling activities using customer lists.
• Maintain security and audit procedures, and keep all sensitive information confidential and secure.
• Remain flexible and respond to the immediate needs of the banking center throughout the day.
• Provide professional resolution of problems and maintain a team environment to achieve branch goals.

Skills

Customer service

Communication

Outbound calling

Education

High school diploma

Tools

Microsoft Outlook 365

Job description

WesBanco in Mount Airy, MD is seeking a Customer Service Advisor to foster a welcoming banking experience, handle deposits, promote products and build relationships with customers. This in-office role emphasizes accuracy, security and outbound outreach to identify opportunities.

You will process transactions, open accounts, balance cash, and collaborate with team members to meet branch goals. Qualifications include a high school diploma, strong communication, math skills, and compliance