Banking Customer Service & Referral Specialist

WesBanco Bank Inc.; Lawrenceburg (KY); On-site; USD 33,000 - 42,000; Full time

Job summary

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) to deliver exceptional service by accurately processing transactions and supporting customers with account needs.

The CSR serves as the first point of contact, identifying referral opportunities and directing more complex issues to the appropriate banking team. The role emphasizes trust, confidentiality, and adherence to security procedures while maintaining knowledge of the bank's products and services.

Qualifications

• Demonstrates the ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence
• Ability to effectively present information in one-on-one and small group settings to customers, clients, and colleagues.
• Strong product knowledge for selling and promoting bank products.
• Excellent organizational skills and ability to multi-task and stay flexible.

Responsibilities

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and balancing procedures.
• Maintains confidentiality of employee and customer information.
• Contributes in a team environment to service customer needs and support Banking Center success.
• Meets referral goals and directs complex issues to appropriate lines of business.
• Completes outbound calls as needed to support sales and service needs.
• Develops and maintains working knowledge of the Bank's products and services.

Skills

Customer service

Transaction processing

Operational security

Referral opportunities

Education

High School Diploma or GED

Job description

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) to deliver exceptional service by accurately processing transactions and supporting customers with account needs.

The CSR serves as the first point of contact, identifying referral opportunities and directing more complex issues to the appropriate banking team. The role emphasizes trust, confidentiality, and adherence to security procedures while maintaining knowledge of the bank's products and services.