Customer Service Representative 1 - Highlands

WesBanco Bank•Triadelphia, WV

About The Position

The Customer Service Representative (CSR) is an initial point of contact for new and existing customers and accepts and accurately processes financial service transactions in accordance with the Bank’s policies and procedures. The CSR provides excellent customer service, identifies referral opportunities, and directs referrals and complex customer service issues to the appropriate individual or line of business, following up to ensure customer needs are met. The role supports a positive work environment and the success of the Banking Center through teamwork, telephone support, customer calls, and other assigned duties. The CSR maintains knowledge of the Bank’s products and services and handles customer and employee information confidentially while following cash-handling, security, and audit procedures.

Requirements

High school diploma or General Education Degree (GED).
Strong product knowledge appropriate to the level of selling and product promotion expected for the position.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to present information effectively in one-on-one and small-group situations to customers, clients, and other employees.
Ability to interpret and follow written, verbal, and visual instructions, using sound judgment and common-sense decision-making to complete tasks accurately and effectively.
Ability to deal with problems involving several concrete variables in standardized situations.

Nice To Haves

At least 1 year of cash handling, sales, or customer service experience.
Sound mathematical and analytical skills.

Responsibilities

Model the standards of the Bank’s Mission, Vision, and Pledge.
Accept and accurately process financial service transactions.
Manage and balance the CSR cash drawer according to proper cash-handling procedures.
Comply with security and audit procedures.
Keep employee information and customer business confidential and secure.
Contribute to the Banking Center team by answering incoming telephone calls and performing additional assigned duties.
Meet established individual referral goals.
Identify referral opportunities and route them, along with complex customer service issues, to the appropriate individual or line of business; follow up to ensure customer needs are met.
Complete outbound customer calls as needed to support the Banking Center’s sales and service needs.
Develop and maintain working knowledge of the Bank’s products and services.