Customer Service Representative - Napoleon North

WesBanco; Napoleon (OH); On-site; USD 30,000 - 40,000; Full time

Job summary

WesBanco is seeking a Customer Service Representative in Napoleon, OH, responsible for processing financial transactions and providing excellent customer service. The role requires the ability to identify sales opportunities and manage complex customer inquiries effectively.

Ideal candidates will have a high school diploma, strong communication skills, and proficiency in Microsoft Outlook. This onsite position entails working scheduled hours at a WesBanco location, fostering a collaborative team environment.

Qualifications

• High school diploma or GED required.
• Proficient in Microsoft Outlook 365; must be able to learn various Banking Software programs.
• Excellent customer service skills and ability to multi-task.

Responsibilities

• Process financial service transactions accurately.
• Identify sales opportunities and refer clients to appropriate departments.
• Support customer service needs by answering incoming calls.

Skills

Customer Service

Sales Opportunities Identification

Financial Transaction Processing

Technical Proficiency in Banking Software

Organizational Skills

Education

High School Diploma or GED

Tools

Microsoft Outlook 365

Job description

Location: Napolion North banking center; this position is 100% in office. The employee will work scheduled hours at a designated WesBanco location.

Summary

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, the CSR provides excellent customer service while identifying sales opportunities and performing account transactions. The CSR determines the appropriate individual or line of business to handle sales 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 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 in a secured location.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and performing 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; follows up to ensure customer need was met.
• Completes 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; you will be expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all relevant laws, rules, and regulations. Completion of all assigned compliance training in a timely manner is required.
• Proficient in Microsoft Outlook 365; 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.
• Must have strong product knowledge for selling and promoting products expected with the position.
• Ability to write simple correspondence.
• Sound mathematical and analytical skills preferred.
• Must have excellent organizational skills and the ability to multi-task and 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.