Customer Service Representative - Boardman, OH

wesbancocareers; Kentucky; On-site; USD 36,000 - 48,000; Full time

Job summary

WesBanco in Kentucky seeks a Customer Service Representative to deliver outstanding service, process transactions, and support sales referrals. You’ll handle cash with accuracy, uphold security protocols, and protect confidential information while assisting customers with banking needs.

The role requires high school completion and strong computer skills, including Outlook, with a focus on teamwork and compliance within a regulated environment.

Qualifications

• Banking industry experience or strong interest in financial services.
• Ability to learn banking software and procedures.
• Strong reading, writing, and mathematical skills.
• Proficient in MS Outlook and general computer skills.

Responsibilities

• Accept and accurately process monetary transactions per bank policies.
• Provide exceptional customer service and assist callers with inquiries.
• Handle cash drawer with proper balancing and security procedures.
• Identify referral opportunities to support banking center goals.
• Maintain confidentiality of employee and customer information at all times.
• Answer incoming phone calls and support team in daily operations.
• Meet established referral goals and direct customers to appropriate products or lines of business.
• Develop working knowledge of bank products and services to assist customers.

Skills

Customer Service

Cash Handling

Sales Referrals

Security & Compliance

Education

High School diploma or GED

Tools

Microsoft 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.