Banking CSR: Service, Transactions & Referrals

WesBanco Bank Inc.

Akron (OH)

On-site

USD 32,000 - 42,000

Full time

6 days ago
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Job summary

WesBanco Bank Inc. in Akron, OH seeks a Customer Service Representative to foster a positive environment, process transactions per policy, and deliver outstanding service to customers. You will identify referral opportunities and assist in handling more complex inquiries while maintaining confidentiality and security.

The role emphasizes accuracy in transactions, cash handling, product knowledge, and teamwork within the Banking Center to support customer needs and drive referrals.

Qualifications

  • High School Diploma or GED is required.
  • Minimum of 1 year of cash handling or customer service experience preferred.
  • Must have strong product knowledge for the level of selling and promoting products.
  • Ability to read and comprehend simple instructions and write simple correspondence.
  • Ability to present information effectively in one-on-one and small group settings.

Responsibilities

  • Accepts and accurately processes all financial service transactions.
  • Balances cash drawer and follows proper cash handling procedures.
  • Complies with security and audit procedures.
  • Keeps employee and customer information confidential.
  • Responds to customer needs by answering calls and supporting the Banking Center.
  • Meets referral goals and identifies opportunities for referrals.
  • Determines appropriate staff or lines of business for referrals and follows up.
  • Makes outbound calls to support sales and service objectives.
  • Develops knowledge of bank products and services.

Skills

Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify Referral Opportunities

Education

High School Diploma or GED

Job description

WesBanco Bank Inc. in Akron, OH seeks a Customer Service Representative to foster a positive environment, process transactions per policy, and deliver outstanding service to customers. You will identify referral opportunities and assist in handling more complex inquiries while maintaining confidentiality and security.

The role emphasizes accuracy in transactions, cash handling, product knowledge, and teamwork within the Banking Center to support customer needs and drive referrals.

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