Full Time Customer Service Representative- Float

WesBanco; Findlay (OH); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Customer Service Representative to join their dynamic team. This role is pivotal in fostering a positive work environment while providing exceptional service to clients. As the first point of contact, you'll engage with customers, process transactions, and identify sales opportunities. Your contributions will directly impact customer satisfaction and the overall success of the banking center. If you thrive in a collaborative setting and are passionate about delivering top-notch service, this opportunity is perfect for you.

Qualifications

• High school diploma or GED required.
• Cash handling and customer service experience preferred.

Responsibilities

• Provide excellent customer service and process transactions accurately.
• Identify sales opportunities and manage CSR cash drawer.

Skills

Customer Service

Cash Handling

Microsoft Outlook 365

Mathematical Skills

Organizational Skills

Education

High School Diploma or GED

Tools

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 responsible for accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR provides excellent customer service, identifies sales opportunities, and performs account transactions. The CSR determines the appropriate individual/line of business to handle sales opportunities and more complex customer service issues.

Location:

This position is 100% in-office. The employee will work scheduled hours at a designated WesBanco location. Consideration for location includes: Home office in Arlington, OH, with travel to three Findlay locations: Carey, Fostoria, McComb, and Ottawa.

Essential Functions:

1. Excellent Customer Service
2. Perform Customer Transactions
3. Operational and Security Proficiency
4. Identify referral opportunities

Essential Duties and Responsibilities:

1. Model the standards of the Bank's Mission, Vision, and Pledge.
2. Accept and accurately process all financial service transactions.
3. Manage CSR cash drawer, following proper balancing and cash handling procedures.
4. Comply with security and audit procedures.
5. Maintain confidentiality of employee information and customer business, securing all sensitive data.
6. Contribute to a team environment to serve customer needs, including answering incoming calls and supporting the Banking Center's success.
7. Meet individual referral goals.
8. Determine appropriate handling of sales opportunities and complex customer service issues, following up to ensure customer needs are met.
9. Conduct outbound calls as needed to support sales and service objectives.
10. Develop and maintain knowledge of the Bank's products and services.

Other Skills and Requirements:

1. Acquire and maintain proficiency in bank policies, procedures, and compliance with applicable laws and regulations.
2. Complete all assigned compliance training timely.
3. Proficient in Microsoft Outlook 365 and other banking software.
4. Ability to read, understand, and communicate simple instructions, memos, and correspondence.
5. Effective presentation skills in one-on-one and small group settings.
6. Strong product knowledge for sales and promotion.
7. Basic writing skills for simple correspondence.
8. Sound mathematical and analytical skills preferred.
9. Excellent organizational skills, with the ability to multi-task and adapt.
10. Ability to lift and carry up to 25 lbs.
11. Availability to work during all operating hours.

Qualifications:

• High school diploma or GED required.
• Cash handling and customer service experience preferred.