Banking CSR & Referrals Specialist
wesbancocareers
WesBanco Careers seeks a Customer Service Representative to serve as the first point of contact for customers. You will process transactions accurately, handle cash with care, and follow security and privacy procedures while identifying referral opportunities. The role emphasizes delivering excellent service, working within policies, and supporting banking center goals through teamwork and effective communication. #J-18808-Ljbffr wesbancocareers
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Banking CSR & Referrals Specialist in Brooklyn, NY vacancy
$18.13 - $28.99 per hour
Job Category : Branch Banking Requisition Number : SPECI010619 Posted : October 8, 2026 Full-Time On-site Hourly Range : $18.13 USD to $28.99 USD Locations Showing 1 location Description Branch Delivery is responsible for delivering high-quality, consistent client...SuggestedHourly payFull timeWork experience placement- Huntington Bank in Nitro, WV is seeking a Concierge to assist walk-in customers, retain and grow consumer and business relationships... ...relationship growth through a disciplined sales process, referrals, and collaboration with partners, while adhering to all bank policies...Suggested
- Trustmark’s myTeller Center Tellers act as the Bank’s personal representative with its customers by building strong relationships and... ...myTeller transactions, safeguarding assets, delivering courteous service, and achieving sales referrals, with #J-18808-Ljbffr TrustmarkSuggestedBank staffFlexible hours
$132.89k - $166.11k
...By combining global corporate cards and banking with intuitive spend management, bill pay... ...your team. What you’ll do As a Banking Specialist on our newly formed Banking Team, you will... ...Success, and Client Sales to bring in referrals Requirements 3+ years of outbound sales...SuggestedWork at officeRemote workWork from home$22 - $29 per hour
...accommodation or an alternative application process. Float Banking Center Specialist West Brookfield, MA, US 7 days ago Requisition ID: 1617... ...outstanding customer satisfaction. Appropriately involves referral partners in working together to meet the customer’s request...SuggestedHourly payFull timeWork experience placementBank staffWork at officeLocal areaFlexible hours- ...Concierge, helping them achieve financial goals through deposits and banking products. You will process transactions accurately, balance... ...consumer deposit products, proactive outreach, and referrals, with adherence to banking policies and a strong focus on service...Remote job
$20.75 - $25.5 per hour
...listen to clients' financial needs to refer them to the appropriate bank product or representative. Additionally, you must adapt well to... ...during client interactions, referring as appropriate. Referrals : Identify opportunities through meaningful conversations with...Hourly payFor contractorsWork experience placementWork at officeRemote work- ...Minnesota League of Credit Unions seeks a Member Connections Specialist to act as a liaison with members via phone, email, and chat. You will resolve inquiries, process simple banking transactions, and educate members on credit union products to support financial success...
Minnesota League of Credit Unions
Brooklyn, NY4 days ago - TowneBank in Chesapeake, VA is seeking a detail‑oriented Loan Processor to manage end‑to‑end consumer and commercial loan workflows. You will prepare documents, input requests, and coordinate closings with members and officers. Responsibilities include processing deposits...
TowneBank
Brooklyn, NY3 days ago - ...provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth Management divisions...
JP Morgan Chase
Jersey City, NJ2 days ago - ...Financial Corporation is seeking staff to provide timely client service, conduct transactions, and guide clients through self-service banking solutions. The role includes outbound outreach, identifying client needs, and supporting IRM initiatives. Ideal candidates have a...Weekend work
- Huntington Bank is seeking a Financial Relationship Banker in Austin to help customers achieve their financial goals. You will retain and grow consumer and business relationships by identifying needs and recommending deposit, loan, and related products and services. You...
- Austin Bank is seeking a customer service associate to assist customers in choosing banking products, open deposit accounts, process teller transactions, and handle loan applications. You will provide friendly service, answer inquiries, and identify cross-sell opportunities...
- Enterprise Financial Services Corp. is seeking a detailed, analytical Wire Transfer Operations Specialist to support the Electronic Banking Department. This hybrid role requires on-site presence in St. Louis or Kansas City and emphasizes accuracy, fraud awareness, and...
- ...I to deliver exceptional service across phone, chat, and other channels. You will assist members with account maintenance, digital banking needs, and inquiries while maintaining accurate records and helping with issue resolution. The role requires at least 1 year in customer...Remote job
- Country Bank is seeking a Float Banking Center Specialist in West Brookfield, MA to deliver exceptional customer experiences across interactions. You will handle cash operations, open accounts, process loans, and support online banking while building lasting customer relationships...Full time
- Huntington Bank is seeking a Financial Relationship Banker to help retail and business customers achieve their financial goals. You will retain and grow relationships by identifying needs and recommending deposit, loan, and other banking products and services. The role...
- I Bankonline is seeking a Universal Banker to deliver quality customer service in a retail banking environment. You will process daily financial transactions, open accounts, and promote bank products through proactive sales while educating customers about services. Key...
- Huntington Bank in New Castle, PA is seeking a Customer Experience Banker to act as a Financial Concierge for walk-in customers. You will retain and grow customer relationships by identifying financial goals and recommending deposit, loan, and other banking products. You...
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Lake Havasu City, AZ, to build and deepen the branch customer base through proactive sales and excellent service. The role focuses on growing wallet share and delivering tailored PNC solutions during client...
- PNC Financial Services Group, Inc. seeks a branch sales and service professional in Denver to acquire and deepen the branch customer base through proactive sales and service activities. You will drive the customer experience and collaborate with ecosystem partners to grow...
- ...account openings, and resolves service issues to foster customer loyalty. Preferred bilingual English/Mandarin speakers with 1-3 years of relevant experience and a high school diploma. On-site position with compliance to bank policies and risk controls. #J-18808-Ljbffr CitiPart time
- ...goals. You will retain and grow consumer and business relationships by identifying needs and recommending deposit, loan, and other banking products. A focus on service and compliance is essential. Role requires proactive outreach, education on mobile/online banking, and...Work at office
- The West Point location of F&M Bank seeks an experienced lending professional to evaluate, authorize, or recommend loan approvals for individuals and businesses. You will serve as the primary contact for borrowers, delivering exceptional customer service while ensuring...
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$23 - $31 per hour
...this role. Line of Business: Personal & Commercial Banking Job Description: This role plays a vital role in bringing... ...for recognizing client needs and initiating appropriate referrals to specialists acting on deepening client relationships Performs and decisions...Part timeWork at officeLocal areaWork from homeFlexible hoursAfternoon shiftTD Bank
Staten Island, NY4 days ago- Synovus Bank seeks a Financial Specialist in Doral, FL to deliver distinctive client service, handle banking transactions, and expand client relationships with a focus on the Pinnacle Way. The role emphasizes engaging clients in conversations about products and solutions...
- ...maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and... ...determine needs and provide appropriate solutions.* Identifies referral opportunities to other lines of business—including, but not limited...Full time
- ...government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a...Work at officeVisa sponsorship
JP Morgan Chase
Jersey City, NJ5 days ago $41.5k - $60.5k
...657 Conifer Rd. Job Family Group Retail Banking Sales & Service This is a part time position... ...with BMO partners to identify referral opportunities that further grow the customer... ...business banking solutions to refer to specialists. Passionate commitment to helping customers...Part timeLocal areaDay shift
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