Customer Service Representative - Adrian, MI

WesBanco

Adrian (MI)

On-site

USD 32,000 - 42,000

Full time

5 days ago
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Job summary

WesBanco in Adrian, MI seeks a Customer Service Representative to handle transactions and service customers in person at a designated WesBanco location.

The CSR will identify referral opportunities, balance cash drawer, maintain confidentiality, and develop knowledge of WesBanco products and services to support banking center operations.

Qualifications

  • High School Diploma or GED required.
  • Minimum 1 year of cash handling, sales or customer service experience preferred.
  • Ability to read and comprehend simple instructions and memos.
  • Strong product knowledge for selling and promoting bank products.

Responsibilities

  • Accepts and accurately processes all financial service transactions.
  • Provides excellent customer service as the initial contact for customers.
  • Identifies referral opportunities and routes to appropriate line of business.
  • Answers incoming calls and supports sales and service needs in the Banking Center.
  • Maintains cash drawer and follows proper balancing and cash handling procedures.
  • Maintains confidentiality of employee information and customer business.
  • Develops knowledge of WesBanco products and services.

Skills

Customer service
Cash handling
Communication
Organizational skills

Education

High School Diploma or GED

Job description

Essential Functions
  • Excellent Customer Service

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 Banking Center in Adrian, MI.

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
  • 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 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 organization.
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 and be flexible.

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

Minimum of 1 year of Cash Handling, Sales or Customer Service experience preferred.

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