Customer Service Representative Lead - Bank Plaza

WesBanco Bank Inc.; Wheeling (WV); On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco Bank Inc. in Wheeling, WV is seeking a Customer Service Representative (CSR) to promote a positive work environment and deliver excellent service.

The CSR will assist banking center management with operational duties, serve as a primary contact for customer issues, and act as a sales referral resource to help achieve branch goals. The role emphasizes coaching staff, maintaining cash controls, and completing audits while upholding security standards.

Qualifications

• Minimum 1 year of banking experience required.
• Minimum 2 years of cash handling or customer service experience required.
• High School Diploma or GED required.

Responsibilities

• Provide excellent customer service and meet operational expectations.
• Identify referral opportunities to support sales goals.
• Lead CSR line and coach staff.
• Maintain cash levels and implement dual control procedures.
• Handle customer issues and escalations.
• Assist in reporting and audits.

Skills

Customer service

Referral sales

Leadership

Operations reporting

Communication

Education

High School Diploma or GED

Job description

Summary

Promote a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Charged with ensuring excellent customer service and operational expectations are met regarding all Customer Service Representative (CSR)c related matters. Assists banking center management with operational reports and duties. Expected to perform the duties of a CSR. Serves as the point of contact for customer services issues. Serves as a main escalation point for complex or escalated customer service needs for CSR function. Supports the banking center in achieving sales goals by identifying referral opportunities as well as observing and providing coaching to staff.

Essential Functions

• Excellent Customer Service
• Identity Referral Opportunity
• Leadership of CSR Line
• Operational Control and Reporting

Essential Duties and Responsibilities

• Personally, models the standards of the Bank's Mission, Vision, and Pledge.
• Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the CSR staff receives proper coaching and training to identify referral opportunity.
• Assists in and completes reports related to Operations as assigned by Banking Center Management.
• Develops knowledge of the Bank's products and services.
• Performs the normal duties of a CSR with accuracy and efficiency as outlined in separate CSR job description.
• Charged with maintaining appropriate levels of cash as assigned by the Bank through ordering and shipping of money.
• Primary contact for customer issues and complex customer's needs related to CSR function.
• Ensures security and dual control procedures as assigned by the Bank are met at all times .
• Communicates pertinent information to the CSR staff in a timely manner.
• Responsible for ensuring all necessary and assigned audits are performed at the standard set by the Bank.
• 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.

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
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few 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 to be flexible.
• Travel is preferred for in-person training to a location, within the WesBanco footprint, up to five (5) consecutive days.

Supervisory Skills

• Responsible for assisting management in interviewing, hiring, and coordination of training of new CSR hires.
• Charged with assigning and directing work, assists with coaching, training and evaluation performance.
• Addresses complaints and resolves issues relating to the CSR line.

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

Minimum of 1 year of banking experience required.

Minimum of 2 years of cash handling or customer service experience required.