Banking Relationship & Onboarding Advisor

WesBanco Bank Inc.; Ironton (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco Bank Inc. in Ironton, OH seeks a Customer Service Advisor to deliver excellent service, build relationships, identify sales opportunities and process account transactions.

The CSA will support CSR and sales activities, promote bank products, and comply with policies and security measures while opening new deposit accounts. Engage customers with outbound onboarding calls, prospect new Retail customers, and refer customers to partners.

Qualifications

• Must deliver excellent customer service and respond to customer needs.
• Identify and refer opportunities for bank products and services.
• Handle banking transactions with accuracy and security.
• Build and nurture customer relationships and promote products.
• Promote bank products and services to internal and external partners.
• Develop new financial relationships through outbound activities.

Responsibilities

• Model the bank's mission, vision and standards in daily work.
• Assess customers' financial needs and refer to business partners when appropriate.
• Open new deposit accounts and process transactions.
• Manage cash handling procedures and daily balancing.
• Promote products and services and meet referral goals.
• Maintain security controls and comply with policies.

Skills

Customer service

Operational proficiency

Referral opportunities

Relationship building

Product promotion

Business development

Education

High school diploma or GED

Job description

WesBanco Bank Inc. in Ironton, OH seeks a Customer Service Advisor to deliver excellent service, build relationships, identify sales opportunities and process account transactions.

The CSA will support CSR and sales activities, promote bank products, and comply with policies and security measures while opening new deposit accounts. Engage customers with outbound onboarding calls, prospect new Retail customers, and refer customers to partners.