Customer Service Representative 1 Float - Defiance, OH - Defiance, OH

WesBanco Bank Inc.; Montpelier (OH); Sur place; USD 19 000 - 26 000; Plein temps

Résumé du poste

WesBanco, Inc. in Montpelier, OH is seeking a Customer Service Representative to welcome customers, process transactions, and uphold bank policies. The CSR will be the first point of contact, delivering excellent service while identifying referral opportunities.

The role requires the ability to balance cash drawers, protect confidentiality, and support the Banking Center through calls and teamwork; prior cash handling or customer service experience is preferred.

Qualifications

• Must have high school diploma or GED.
• Prefer 1 year of cash handling or customer service experience.
• Ability to read and comprehend simple instructions.
• Ability to present information effectively in one-on-one and small group situations.

Responsabilités

• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and proper balancing and cash handling procedures.
• Complies with security and audit procedures.
• Maintains confidentiality of employee and customer information.
• Support Banking Center by answering calls and other duties to assist sales and service goals.
• Meets assigned referral goals and determines appropriate area to handle referrals; follows up to ensure needs are met.
• Performs outbound calls as needed to support sales and service needs.
• Develops and maintains knowledge of the Bank's products and services.

Connaissances

Excellent Customer Service

Cash handling

Security procedures

Referral opportunities

Communication skills

Formation

High School Diploma or GED

Description du poste

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.

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 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.

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.