Banking Customer Service Specialist — Service & Referrals

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

Job summary

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) responsible for accepting and processing transactions per bank policies, providing excellent customer service, and identifying referral opportunities.

The CSR will handle cash drawers, balance procedures, and maintain confidentiality while supporting banking center operations. This role requires strong product knowledge, the ability to multi-task, and effective communication with customers and colleagues.

Qualifications

• Accepts and accurately processes all financial service transactions.

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 ad 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 the appropriate individual/line of business to handle referral 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

Excellent Customer Service

Perform Customer Transactions

Operational Proficiency

Identify Referral Opportunities

Education

High School Diploma or GED

Job description

WesBanco Bank Inc. is seeking a Customer Service Representative (CSR) responsible for accepting and processing transactions per bank policies, providing excellent customer service, and identifying referral opportunities.

The CSR will handle cash drawers, balance procedures, and maintain confidentiality while supporting banking center operations. This role requires strong product knowledge, the ability to multi-task, and effective communication with customers and colleagues.