Client Relationship Lead | Banking Services & Loans

WesBanco; Carmel (IN); On-site; USD 60,000 - 78,000; Full time

Job summary

WesBanco is seeking a Client Relationship Officer to deliver exceptional service and handle client requests in an in-office role located in Carmel, IN. The position emphasizes relationship management, documentation accuracy, and collaboration with Commercial Bankers and support teams to serve a portfolio of clients.

The role involves processing account changes, loan documentation, and ongoing client communication.

Qualifications

• High school diploma or GED required.
• Bachelor's Degree in Business Administration preferred.

Responsibilities

• Practices the Bank's mission and values in daily work.
• Assists with opening new accounts and ensures proper documentation.
• Inputs information into lending systems and coordinates loan processes.
• Interacts with clients and internal partners to address inquiries and issues.
• Identifies cross-selling opportunities and promotes appropriate bank products.

Skills

Customer service

Relationship management

Communication skills

Team collaboration

Attention to detail

Education

Bachelor's Degree in Business Administration

High school diploma or GED

Tools

Banking software

Microsoft Office

Job description

WesBanco is seeking a Client Relationship Officer to deliver exceptional service and handle client requests in an in-office role located in Carmel, IN. The position emphasizes relationship management, documentation accuracy, and collaboration with Commercial Bankers and support teams to serve a portfolio of clients.

The role involves processing account changes, loan documentation, and ongoing client communication.