Banking Customer Success & Sales Advisor

wesbancocareers; West Virginia; On-site; USD 34,000 - 43,000; Full time

Job summary

WesBanco is seeking a Customer Service Advisor at its West Virginia banking center. The role focuses on delivering excellent customer service, opening new deposit accounts, handling transactions, and promoting bank products through referrals to partners.

You will also conduct outbound onboarding calls, prospect new retail customers, and participate in community outreach, all while following bank policies and safeguarding customer information.

Qualifications

• High school diploma or GED required.
• Minimum 6 months of banking experience.
• Minimum 3 years of cash handling, sales, and customer service experience.
• Excellent interpersonal and communication skills.

Responsibilities

• Open new deposit accounts and process transactions accurately.
• Identify referral opportunities and promote bank products.
• Build relationships with customers to assess financial needs.
• Conduct outbound calls for onboarding and prospecting.
• Adhere to security, audit, and cash-handling procedures.

Skills

Customer service

Sales referrals

Cash handling

Relationship building

Education

High School Diploma or GED

Job description

WesBanco is seeking a Customer Service Advisor at its West Virginia banking center. The role focuses on delivering excellent customer service, opening new deposit accounts, handling transactions, and promoting bank products through referrals to partners.

You will also conduct outbound onboarding calls, prospect new retail customers, and participate in community outreach, all while following bank policies and safeguarding customer information.