Banking CSR: Client Service & Referral Champion

wesbancocareers

West Virginia

On-site

USD 32,000 - 46,000

Full time

14 days+
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Job summary

WesBanco in West Virginia is seeking a Customer Service Representative to welcome customers, process transactions accurately, and support sales referrals. You will maintain cash drawer discipline, follow security procedures, and protect confidential information while delivering friendly service.

As the first point of contact, you will answer calls, identify referral opportunities, stay informed about WesBanco products, and work to meet departmental goals in a team environment.

Qualifications

  • Minimum of 1 year of cash handling, sales or customer service experience.
  • Strong written and verbal communication skills.
  • Ability to learn bank products and services.
  • High attention to detail and trustworthiness.

Responsibilities

  • Accepts and accurately processes all financial service transactions.
  • Responsible for CSR cash drawer and balancing procedures.
  • Complies with security and audit procedures.
  • Maintains confidentiality of employee and customer information.
  • Supports service needs by answering incoming calls and other duties.
  • Meets referral goals and identifies opportunities.
  • Determines appropriate line of business for referrals and follows up.
  • Performs outbound calls to support sales and service needs.
  • Develops knowledge of WesBanco products and services.

Skills

Customer service
Communication
Cash handling
Multi-tasking
Problem-solving

Education

High School Diploma or GED

Job description

WesBanco in West Virginia is seeking a Customer Service Representative to welcome customers, process transactions accurately, and support sales referrals. You will maintain cash drawer discipline, follow security procedures, and protect confidential information while delivering friendly service.

As the first point of contact, you will answer calls, identify referral opportunities, stay informed about WesBanco products, and work to meet departmental goals in a team environment.

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