Banking Customer Success Advisor

wesbancocareers; Maryland; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with employer match

Flexible Spending Accounts

Job summary

WesBanco in Maryland seeks a Customer Service Advisor to foster a positive environment, identify sales opportunities, and handle account transactions. The role emphasizes proactive outreach, onboarding new Retail customers, and referrals to internal partners to promote bank products and services.

The position involves outbound calls, relationship building with customers, and adherence to security and banking policies while supporting daily banking center operations and exceptional customer

Qualifications

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

Responsibilities

• Models the Bank's mission, vision, and pledge.
• Assess financial needs and refer customers to business partners.
• Process financial service transactions accurately.
• Open new deposit accounts and balance cash drawer.
• Promote bank products and services and achieve referrals.
• Maintain security procedures and compliance in daily tasks.
• Support day-to-day banking center operations and outreach calls.

Skills

Customer service

Relationship building

Outbound calling

Communication skills

Education

High School Diploma or GED

Job description

WesBanco in Maryland seeks a Customer Service Advisor to foster a positive environment, identify sales opportunities, and handle account transactions. The role emphasizes proactive outreach, onboarding new Retail customers, and referrals to internal partners to promote bank products and services.

The position involves outbound calls, relationship building with customers, and adherence to security and banking policies while supporting daily banking center operations and exceptional customer