Customer Service Representative

Washington Financial; Washington (Washington County); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) plan with 5% employer match

11 paid holidays

PTO after 1 year

Job summary

Washington Financial is seeking a Customer Service Representative to join our Retail Banking team in Canonsburg, PA. You will open and service deposit accounts, promote products, and deepen customer relationships through trusted service and cross-selling.

The role emphasizes building community ties, providing guidance on banking solutions, and ensuring accuracy in account transactions while adhering to BSA and regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• Three+ years of related banking or sales experience preferred.
• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Sales-oriented mindset with the ability to identify customer needs.

Responsibilities

• Open and service consumer deposit accounts.
• Provide information and guidance on bank products and services.
• Identify customer needs and recommend banking solutions.
• Cross-sell products to new and existing customers.
• Build and maintain strong customer relationships within the community.
• Assist customers with inquiries, service requests, and transactions.
• Collaborate with branch to achieve sales and service goals.
• Maintain knowledge of bank policies and procedures.
• Represent the bank professionally in community activities.

Skills

Interpersonal skills

Verbal & written communication

Sales-driven

Team-oriented

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel)

Job description

Canonsburg, PA (On-site) (Not hybrid or remote)

Position Overview

Washington Financial Bank is seeking a customer-focused, sales-oriented Customer Service Representative to join our Retail Banking team. This role is ideal for an experienced banking professional who enjoys building relationships, helping customers achieve their financial goals, and contributing to the success of a community-focused financial institution.

As a Customer Service Representative, you will serve as a trusted resource for customers by providing exceptional service, opening new accounts, promoting bank products and services, and identifying opportunities to deepen customer relationships.

Key Responsibilities

• Open and service a variety of consumer deposit accounts.
• Provide information and guidance regarding bank products and services.
• Identify customer needs and recommend appropriate banking solutions.
• Cross-sell bank products and services to new and existing customers.
• Build and maintain strong customer relationships within the community.
• Assist customers with account inquiries, service requests, and problem resolution.
• Complete required documentation and perform account-related transactions accurately.
• Collaborate with branch management and team members to achieve sales and service goals.
• Maintain knowledge of all bank products, policies, and procedures.
• Participate in community activities and represent the bank professionally.
• Ensure compliance with all banking regulations, policies, procedures, and Bank Secrecy Act (BSA) requirements.

Required Qualifications/Skills

• High school diploma or equivalent required.
• Additional banking education or training preferred.
• Minimum of three (3) years of related banking and/or sales experience preferred.
• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Sales-oriented mindset with the ability to identify customer needs.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office applications, including Word and Excel.
• Ability to work effectively in a team environment.
• Strong problem-solving and customer service skills.
• Office-based position
• Primary location - Canonsburg, PA
• Regular use of computer, telephone, printer, copier, scanner, and specialized software

Why Join Washington Financial Bank?

• Stable, community-focused financial institution
• Opportunity to contribute to visible, high-impact marketing initiatives
• Collaborative team environment
• Meaningful involvement in community and charitable programs
• A family-first company valuing employee work/life balance
• Competitive compensation and benefits package
• Affordable medical, dental, and vision coverage
• 401(k) plan with 5% employer match
• 11 Paid holidays
• 16 PTO days after 1 st year and optional PTO purchase program
• Up to 2 paid community service days per year
• Employee discounts on products and services

Washington Financial Bank is an Equal Opportunity Employer