Part-time Customer Service Advisor 1 - Canfield, OH

wesbancocareers; Kentucky; On-site; USD 32,000 - 42,000; Full time

Job summary

WesBanco in Kentucky is seeking a Customer Service Representative to provide outstanding service and process financial transactions in accordance with bank policies. You will be the first point of contact for customers, aiming to identify referral opportunities and resolve routine issues.

You will balance cash, maintain security procedures, and support a team focused on reliability and confidentiality while handling calls and transactions.

Qualifications

• Excellent customer service and communication skills.
• Ability to process transactions accurately and adhere to bank policies.
• Experience with cash handling and basic financial procedures.

Responsibilities

• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer and balancing procedures.
• Complies with security and audit procedures.
• Maintains confidentiality of employee and customer information.
• Answer incoming calls and assist with banking center duties.
• Meets referral goals and identifies opportunities for referrals and cross-sell.
• Determine appropriate line of business for referral opportunities and follow up to ensure needs are met.
• Complete outbound calls to support sales and service objectives.
• Develops and maintains knowledge of the Bank's products and services.

Skills

Customer service

Cash handling

Transaction processing

Referral opportunities

Education

High School Diploma or GED

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 charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing customers, a CSR is charged with providing excellent customer service while identifying referral opportunities and performing account transactions. Determines the proper individual/line of business to handle referral 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 ad 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 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.
• Meets established individual referral goals as assigned.
• Determines the appropriate individual/line of business to handle referral opportunities and more complex customer service issues; follow up to ensure customer need was met.
• Complete 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 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 organizations
• Sound mathematical and analytical skills preferred.
• Demonstrates the ability to interpret and follow written, verbal, and visual instructions, using sound judgement and common-sense decision making to complete tasks accurately and effectively.
• Ability to deal with problems involving several 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 ad to be flexible.

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

Minimum of 1 year of Cash Handling, Sales or Customer Service experience preferred.