Banking Customer Service & Referrals Specialist

WesBanco Bank Inc.; Williamstown (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco Bank Inc. seeks a Customer Service Representative (CSR) to serve as the first point of contact for customers, handling transactions and providing excellent service while identifying sales opportunities.

Responsibilities include processing financial transactions, maintaining cash drawer accuracy, and adhering to security procedures; the role requires confidentiality, solid product knowledge, and the ability to multi-task in a fast-paced banking center.

Qualifications

• High school diploma or GED required.
• Banking is a regulated industry; comply with training and policies.
• Proficient in Microsoft Outlook 365 and banking software.
• Ability to read and present information clearly in one-on-one and small group settings.
• Strong product knowledge for effective selling of bank products.
• Excellent organizational skills and ability to multitask.
• Able to lift up to 25 lbs. and work all hours of operations.

Responsibilities

• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and proper balancing.
• Follow security and audit procedures.
• Maintain confidentiality of employee and customer information.
• Answer incoming calls and support Banking Center needs.
• Meet referral goals and identify sales opportunities.
• Determine appropriate line of business for sales opportunities and follow up.
• Complete outbound calls as needed to support sales and service.

Skills

Customer service

Cash handling

Outlook 365

Banking software

Communication

Organization

Multitasking

Education

High school diploma or GED

Tools

Outlook 365

Banking software

Job description

WesBanco Bank Inc. seeks a Customer Service Representative (CSR) to serve as the first point of contact for customers, handling transactions and providing excellent service while identifying sales opportunities.

Responsibilities include processing financial transactions, maintaining cash drawer accuracy, and adhering to security procedures; the role requires confidentiality, solid product knowledge, and the ability to multi-task in a fast-paced banking center.