Banking Customer Experience & Sales Specialist

wesbancocareers

West Virginia

On-site

USD 32,000 - 42,000

Full time

14 days+
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Job summary

WesBanco is seeking a Customer Service Representative (CSR) to welcome customers, process transactions, and promote banking products. The CSR serves as the first contact for clients, delivering excellent service while identifying sales opportunities and maintaining confidentiality and security.

Key duties include cash handling, balancing cash drawer, handling inquiries by phone, and staying current with WesBanco products and services.

Qualifications

  • High school diploma or GED required.
  • Must have strong customer service skills and cash handling experience.
  • Must be proficient with Outlook and banking software and able to learn new systems.

Responsibilities

  • Accept and accurately process financial service transactions.
  • Provide excellent customer service to new and existing clients.
  • Identify and refer sales opportunities and banking products.
  • Maintain confidentiality and follow security/audit procedures.

Skills

Customer service
Cash handling
Multitasking
Organizational skills
Communication
Problem solving
Confidence with sales

Education

HS diploma or GED

Tools

Microsoft Outlook 365
Banking software

Job description

WesBanco is seeking a Customer Service Representative (CSR) to welcome customers, process transactions, and promote banking products. The CSR serves as the first contact for clients, delivering excellent service while identifying sales opportunities and maintaining confidentiality and security.

Key duties include cash handling, balancing cash drawer, handling inquiries by phone, and staying current with WesBanco products and services.

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