Banking Customer Service & Sales Specialist

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

Job summary

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) to be the first point of contact, processing transactions per policy while delivering exceptional service. The CSR identifies sales opportunities and ensures accurate handling of accounts while maintaining confidentiality and security standards.

The role emphasizes teamwork, product knowledge, and the ability to balance a cash drawer, respond to inquiries, and support branches with outbound calls and referrals.

Qualifications

• High school diploma or GED required.
• Cash handling and customer service experience preferred.
• Ability to learn banking policies and software.
• Strong product knowledge for sales and service.

Responsibilities

• Accept and accurately process all financial service transactions.
• Manage CSR cash drawer with proper balancing and cash handling procedures.
• Maintain security and audit compliance in daily work.
• Answer incoming calls and support customer needs in a banking center.
• Identify referral opportunities and follow up to ensure needs are met.
• Determine appropriate line of business for complex sales opportunities.
• Complete outbound calls to support sales and service goals.
• Develop working knowledge of the bank's products and services.

Skills

Customer service

Referral opportunities

Cash handling

Organizational skills

Analytical thinking

Education

High school diploma or GED

Tools

Outlook 365

Banking software

MS Excel

Job description

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) to be the first point of contact, processing transactions per policy while delivering exceptional service. The CSR identifies sales opportunities and ensures accurate handling of accounts while maintaining confidentiality and security standards.

The role emphasizes teamwork, product knowledge, and the ability to balance a cash drawer, respond to inquiries, and support branches with outbound calls and referrals.