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Full Time Customer Service Representative- Float

WesBanco

McComb (OH)

On-site

USD 30,000 - 50,000

Full time

6 days ago
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Job summary

An established industry player is seeking a Customer Service Representative to join their team. This role is pivotal in fostering a positive work environment while providing exceptional service to clients. The CSR will be responsible for processing transactions, identifying sales opportunities, and ensuring customer satisfaction. With a focus on teamwork and operational excellence, this position offers a chance to make a significant impact in the banking sector. If you are passionate about customer service and thrive in a dynamic environment, 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 referral opportunities and follow up on customer needs.

Skills

Customer Service
Sales Skills
Cash Handling
Microsoft Outlook 365
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 while identifying sales opportunities and performing 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 in a designated WesBanco location. Considerations for location include: Home office will be Arlington, OH. Travel to three Findlay locations: Carey, Fostoria, McComb, and Ottawa.

Essential Functions:
  1. Provide excellent customer service
  2. Perform customer transactions
  3. Maintain 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 with proper balancing and cash handling procedures
  4. Comply with security and audit procedures
  5. Maintain confidentiality of employee and customer information
  6. Contribute to a team environment by answering incoming calls and supporting Banking Center 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. Conduct outbound calls as needed to support sales and service
  10. Develop and maintain knowledge of Bank products and services
Other Skills and Requirements:
  1. Proficiency in bank policies, procedures, and compliance training
  2. Proficient in Microsoft Outlook 365 and various banking software
  3. Ability to read, comprehend, and present information effectively
  4. Strong product knowledge and sales skills
  5. Basic writing and mathematical skills
  6. Excellent organizational skills and multi-tasking ability
  7. Ability to lift up to 25 lbs
  8. Availability to work all hours of operation
Qualifications:

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

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