Customer Service Representative 1 - Defiance, OH

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

Summary

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.

Essential Functions

Excellent Customer Service

Perform Customer Transactions

Operational and Security Proficiency

Identify referral opportunities

Essential Duties and 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.

Other Skills and Requirements

Banking is a highly regulated industry and you will be expected to acquire and maintain a 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. You will also be expected to complete all assigned compliance training in a timely manner.

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 in one-on-one and small group situations to customers, clients, and other employees of the organization.

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.