Customer Service Representative 1 Float - Boardman, OH

WesBanco; Youngstown (OH); On-site; USD 32,000 - 45,000; Full time

Job summary

WesBanco in Ohio is seeking a Customer Service Representative (CSR) to handle transactions, assist customers, and promote banking products in a friendly, professional manner. This role emphasizes accurate processing of deposits and withdrawals, cash handling, and maintaining trust through confidentiality and security practices.

The CSR will operate 100% in-office at designated WesBanco locations in Boardman, Columbiana, and Youngstown main offices, serving customers and identifying referral

Qualifications

• Excellent customer service skills and the ability to engage customers.
• Experience with processing financial transactions accurately.
• Understanding of cash handling, balancing, and security procedures.
• Ability to identify referral opportunities and promote bank services.
• Basic math and financial literacy.
• Effective communication in person and over the phone.

Responsibilities

• Personally processes customer transactions accurately and efficiently.
• Accepts deposits, withdrawals, and other banking transactions.
• Maintains cash drawer integrity and follows balancing procedures.
• Adheres to security, privacy, and audit requirements.
• Identifies referral opportunities and promotes appropriate products.
• Handles inquiries and supports teamwork at the Banking Center.

Skills

Customer service

Cash handling

Transaction processing

Referral selling

Security procedures

Communication

Education

High School Diploma or GED

Job description

Essential Functions

• Excellent Customer Service
• Perform Customer Transactions
• Operational and Security Proficiency
• Identify Referral Opportunities

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 customers, a CSR is charged with providing excellent customer service while identifying referral opportunities and performing account transactions. Determines the proper individual/line of business to handle referral opportunities and more complex customer service issues.

This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be in our Boardman Office Banking Center. This position will also float to our Columbiana and Youngstown Main Offices.,

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 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.

Other Skills And Abilities

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence
• Ability to effectively present information in one-on-one and small group situations to customers. Clients, and other employees of the organizations
• Sound Mathematical And Analytical Skills Preferred.
• Demonstrates the ability to interpret and follow written, verbal, and visual instructions, using sound judgement and common-sense decision making to complete tasks accurately and effectively.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
• Must have excellent organizational skills and the ability to multi-task ad to be flexible.

High School Diploma or General Education Degree (GED) required.

Minimum of 1 year of cash handling or customer service experience preferred.