Floating Banking Center Advisor: Customer Service & Sales

WesBanco Bank Inc.

Franklin (OH)

On-site

USD 22,000 - 30,000

Full time

4 days ago
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Job summary

WesBanco Bank Inc. is seeking a Customer Service Advisor to support Banking Center operations and deliver exceptional service. You will open deposit accounts, process transactions, and identify referral opportunities for cross-sell opportunities with internal partners.

You will actively engage with customers to assess financial needs, promote WesBanco products, and handle outbound onboarding calls to build and expand customer relationships in a fast-paced retail banking environment.

Qualifications

  • Excellent customer service and identifying sales opportunities.
  • Open and accurately process financial service transactions and deposits.
  • Maintain security procedures and comply with bank policies.

Responsibilities

  • Initiate conversations to assess financial needs and refer customers to business partners for product promotion.
  • Open new deposit accounts and operate a cash drawer with proper balancing.
  • Achieve production and referral goals through relationship-building activities and outbound calls.
  • Collaborate with branch staff to promote a team-oriented environment and meet location goals.
  • Educate customers on banking products and perform onboarding calls to grow relationships.

Skills

Customer service
Operational security
Referral opportunities
Relationship building
Product promotion
Business development

Education

High School Diploma or GED

Job description

WesBanco Bank Inc. is seeking a Customer Service Advisor to support Banking Center operations and deliver exceptional service. You will open deposit accounts, process transactions, and identify referral opportunities for cross-sell opportunities with internal partners.

You will actively engage with customers to assess financial needs, promote WesBanco products, and handle outbound onboarding calls to build and expand customer relationships in a fast-paced retail banking environment.

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