Full Time Customer Service Representative- Float

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

Job summary

A leading bank is seeking a Customer Service Representative to provide exceptional service and process transactions. This role requires strong organizational skills and proficiency in banking software. The position is in-office, with travel to multiple locations in Ohio.

Qualifications

• Cash handling and customer service experience preferred.

Responsibilities

• Process financial service transactions accurately.
• Identify referral opportunities and follow up on customer needs.
• Maintain confidentiality of employee and customer information.

Skills

Customer Service

Organizational Skills

Multi-tasking

Education

High School Diploma or GED

Tools

Microsoft Outlook 365

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 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.

Location:

This position is 100% in-office. The employee will work their scheduled hours at a designated WesBanco location. Consideration for location will be: Home office will be Arlington, OH. 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.
6. Contribute to a team environment by answering 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; follow up to ensure customer needs are met.
9. Complete outbound calls as needed to support sales and service.
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, laws, rules, and regulations.
2. Complete all compliance training timely.
3. Proficient in Microsoft Outlook 365 and other banking software.
4. Ability to read, comprehend, and present information effectively.
5. Strong product knowledge for sales and promotion.
6. Basic writing and mathematical skills preferred.
7. Excellent organizational skills, multi-tasking, and flexibility.
8. Ability to lift up to 25 lbs.
9. Availability to work all hours of operation.

Qualifications:

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