Customer Service Representative - Findlay North

wesbancocareers; Kentucky; On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco Careers seeks a Customer Service Representative to serve as the first point of contact for customers. You will process transactions accurately, handle cash with care, and follow security and privacy procedures while identifying referral opportunities.

The role emphasizes delivering excellent service, working within policies, and supporting banking center goals through teamwork and effective communication.

Qualifications

• Must have strong customer service skills and ability to handle transactions accurately.
• Ability to read and follow instructions and perform tasks with attention to detail.
• Ability to communicate clearly with customers and team members.

Responsibilities

• Accept and accurately process all financial service transactions.
• Maintain cash drawer and balance cash per procedures.
• Protect customer information and comply with security and audit procedures.
• Develop knowledge of bank products and services to assist customers.

Skills

Customer service

Transaction processing

Operational security

Referral opportunities

Education

High School Diploma or GED

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 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, Sales or Customer Service experience preferred.