In-Office Banking Advisor: Customer Service & Referrals

WesBanco; West Palm Beach (FL); On-site; USD 30,000 - 52,000; Full time

Job summary

WesBanco is seeking a Customer Service Advisor for an in-office position at the West Palm Beach Banking Center. The role emphasizes exceptional customer service, opening new deposit accounts, and promoting a wide range of banking products and services.

You will identify sales opportunities, provide referrals to internal partners, and support onboarding efforts through outbound calls to Retail customers. The CSA collaborates with CSR teammates, adheres to security and policy guidelines, and

Qualifications

• High School Diploma or GED required.
• Minimum Of 6 Months Of Banking Experience Required.
• Minimum of 3 years of Cash Handling, Sales, and Customer Service experience required.

Responsibilities

• Provide excellent customer service and identify sales opportunities.
• Open new deposit accounts and process transactions.
• Promote bank products and services and refer customers to partners.
• Conduct outbound calls for onboarding and customer relationship development.
• Collaborate with branches and teams to meet goals and promote superior service.

Skills

Excellent Customer Service

Interpersonal & Communication Skills

Business Development

Organizational Skills

Cash Handling

Education

High School Diploma or GED

Job description

WesBanco is seeking a Customer Service Advisor for an in-office position at the West Palm Beach Banking Center. The role emphasizes exceptional customer service, opening new deposit accounts, and promoting a wide range of banking products and services.

You will identify sales opportunities, provide referrals to internal partners, and support onboarding efforts through outbound calls to Retail customers. The CSA collaborates with CSR teammates, adheres to security and policy guidelines, and