Banking Customer Success & Sales Advisor

WesBanco; Carnegie (Allegheny County); On-site; USD 36,000 - 48,000; Full time

Job summary

WesBanco in Carnegie, PA is seeking a Customer Service Advisor to deliver excellent customer service, open deposit accounts, and support sales opportunities across the Banking Center. You will engage customers, handle transactions, and refer to partners for products and services.

Expect outbound outreach to onboard new Retail customers and promote banking relationships. The CSA will operate within bank policies and security measures, providing responsive support to CSR tasks and contributing to

Qualifications

• Must have strong customer service skills and be able to handle multiple tasks.
• Ability to generate new financial relationships through outbound calling and referrals.
• Solid understanding of consumer lending products and banking services.

Responsibilities

• Provide excellent customer service and identify sales opportunities.
• Open new deposit accounts and process transactions accurately.
• Make referrals to business partners for promotion of bank products and services.
• Conduct outbound calls for onboarding and prospecting new customers.
• Build relationships with customers and internal partners to meet goals.

Skills

Excellent customer service

Operational proficiency

Referral opportunities

Relationship building

Promotion of bank products

Business development

Education

High school diploma

Tools

MS Outlook 365

Banking software

Job description

WesBanco in Carnegie, PA is seeking a Customer Service Advisor to deliver excellent customer service, open deposit accounts, and support sales opportunities across the Banking Center. You will engage customers, handle transactions, and refer to partners for products and services.

Expect outbound outreach to onboard new Retail customers and promote banking relationships. The CSA will operate within bank policies and security measures, providing responsive support to CSR tasks and contributing to