Customer Service Advisor
WesBanco Bank Inc.
Customer Service Advisor 1 – Arbutus (Position #61-9237) Location: Catonsville, Maryland, United States Work Hours per Week: 40 Location Details The position is 100% in office. The employee will work scheduled hours in a designated WesBanco location. Consideration for location will be Arbutus Banking Center. Requirements High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Summary Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor’s (CSA) provide excellent customer service while identifying sales opportunities and performing account transactions. The CSA is responsible for compliance with all established Bank policies, procedures, and security measures, operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services. Essential Functions Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Promotion of Bank’s products and services Business development (inside and outside) Essential Duties and Responsibilities Personally models the standards of the Bank’s Mission, Vision, and Pledge. Initiate conversations to effectively assess the financial needs of Banking Center customers and make recommendations and referrals to business partners. Accept and accurately process all financial service transactions. Responsible for opening new deposit accounts and operating a cash drawer while following balancing procedures and uncovering other opportunities for products and services. Comply and operate within security and audit procedures. Consistently achieve production and referral goals through relationship development activities, including customer consultations, outbound calls, partner referrals, and onboarding calls. Communicate and partner effectively with branch staff and peers to promote a team environment. Set priorities by monitoring performance against goals and adjusting activities. Execute outbound calling activities inside the banking center using customer lists and make appropriate referrals as defined by location goals. Educate bank team on uncovering opportunities to advance customer financial wellness. Support day‑to‑day operations: customer service, open/close procedures, vault duties, cash level control, inventory maintenance, audit and compliance. Participate in regular staff meetings. Provide service to customers on various banking matters, explaining products and resolving issues. Build relationships with internal business partners and seek constructive peer feedback. Demonstrate sound judgment/decision making following guidelines and procedures. Maintain prescribed security controls and protect the center from fraud and risks. Maintain confidentiality and secure sensitive information. Contribute to a team environment by answering incoming calls and additional duties to support the center’s success. Other Skills and Requirements Acquire and maintain proficiency in the Bank’s policies, procedures, and relevant laws and regulations. Complete all assigned compliance training timely. Generate new financial relationships through outbound calling, internal development, and building a customer base. Interact and build positive customer relationships, expressing concepts clearly verbally and in writing. Strong product knowledge for sales and promotion expectations. Excellent organizational skills and ability to multi‑task and be flexible. Proficient in Microsoft Outlook 365; general computer skills and ability to learn banking software. Sound mathematical and analytical skills preferred. Problem‑solving ability for varied situations and interpreting instructions. Employee must occasionally lift and/or move up to 10 pounds. Additional Information The wage range for the Customer Service Advisor position is $18.50–$21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO, 5 days of short‑term disability, and 11 annual paid holidays. Benefits include medical, dental, vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long‑term disability, Optional Life and access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short‑Term Disability, and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
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Customer Service Advisor
WesBanco Bank Inc.
Updated 3 days agoYou'll be redirected to jobleads.com
About this role
Customer Service Advisor 1 – Arbutus (Position #61-9237)
Location: Catonsville, Maryland, United States
Work Hours per Week: 40
Location Details The position is 100% in office. The employee will work scheduled hours in a designated WesBanco location. Consideration for location will be Arbutus Banking Center.
Requirements
High school diploma required. Banking, cash handling, sales, and customer service experience preferred.
Summary Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor’s (CSA) provide excellent customer service while identifying sales opportunities and performing account transactions. The CSA is responsible for compliance with all established Bank policies, procedures, and security measures, operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services.
Essential Functions
Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Promotion of Bank’s products and services Business development (inside and outside)
Essential Duties and Responsibilities
Personally models the standards of the Bank’s Mission, Vision, and Pledge. Initiate conversations to effectively assess the financial needs of Banking Center customers and make recommendations and referrals to business partners. Accept and accurately process all financial service transactions. Responsible for opening new deposit accounts and operating a cash drawer while following balancing procedures and uncovering other opportunities for products and services. Comply and operate within security and audit procedures. Consistently achieve production and referral goals through relationship development activities, including customer consultations, outbound calls, partner referrals, and onboarding calls. Communicate and partner effectively with branch staff and peers to promote a team environment. Set priorities by monitoring performance against goals and adjusting activities. Execute outbound calling activities inside the banking center using customer lists and make appropriate referrals as defined by location goals. Educate bank team on uncovering opportunities to advance customer financial wellness. Support day‑to‑day operations: customer service, open/close procedures, vault duties, cash level control, inventory maintenance, audit and compliance. Participate in regular staff meetings. Provide service to customers on various banking matters, explaining products and resolving issues. Build relationships with internal business partners and seek constructive peer feedback. Demonstrate sound judgment/decision making following guidelines and procedures. Maintain prescribed security controls and protect the center from fraud and risks. Maintain confidentiality and secure sensitive information. Contribute to a team environment by answering incoming calls and additional duties to support the center’s success.
Other Skills and Requirements
Acquire and maintain proficiency in the Bank’s policies, procedures, and relevant laws and regulations. Complete all assigned compliance training timely. Generate new financial relationships through outbound calling, internal development, and building a customer base. Interact and build positive customer relationships, expressing concepts clearly verbally and in writing. Strong product knowledge for sales and promotion expectations. Excellent organizational skills and ability to multi‑task and be flexible. Proficient in Microsoft Outlook 365; general computer skills and ability to learn banking software. Sound mathematical and analytical skills preferred. Problem‑solving ability for varied situations and interpreting instructions. Employee must occasionally lift and/or move up to 10 pounds.
Additional Information The wage range for the Customer Service Advisor position is $18.50–$21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO, 5 days of short‑term disability, and 11 annual paid holidays.
Benefits include medical, dental, vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long‑term disability, Optional Life and access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short‑Term Disability, and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
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