Banking Customer Service & Sales Associate

wesbancocareers; Kentucky; On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco Careers in Kentucky is hiring a Customer Service Representative to handle transactions, provide outstanding service, and identify sales opportunities while protecting customer privacy.

The CSR will manage cash drawer with accuracy, adhere to security and audit procedures, and support Banking Center operations with calls and referrals. A high school diploma or GED is required; cash handling and customer service experience preferred.

Qualifications

• Banking is a highly regulated industry and you will be expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
• Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information to customers, clients, and other employees.
• Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
• Ability to write simple correspondence.
• Sound mathematical and analytical skills preferred.
• Must have excellent organizational skills and the ability to multi-task and to be flexible.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.
• High school diploma or GED required.
• Cash handling and customer service experience preferred.

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 follows proper balancing and cash handling procedures.
• Complies and operates within security and audit procedures.
• Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
• Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
• Meets established individual referral goals as assigned.
• Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
• Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
• Develops and maintains working knowledge of the Bank's products and services.

Skills

Customer service

Process transactions

Operational and security proficiency

Referral opportunities identification

Education

High school diploma or GED

Tools

Microsoft Outlook 365

Banking software

Job description

WesBanco Careers in Kentucky is hiring a Customer Service Representative to handle transactions, provide outstanding service, and identify sales opportunities while protecting customer privacy.

The CSR will manage cash drawer with accuracy, adhere to security and audit procedures, and support Banking Center operations with calls and referrals. A high school diploma or GED is required; cash handling and customer service experience preferred.