Customer Service Representative 1 - Highlands

WesBanco Bank, Inc.•Triadelphia, WV

About The Position

The Customer Service Representative (CSR) accepts and accurately processes transactions in accordance with the Bank’s policies and procedures. As an initial contact for new and existing customers, the CSR provides excellent customer service, performs account transactions, identifies referral opportunities, and directs referrals and more complex service issues to the appropriate individual or line of business. The role also supports the Banking Center’s service and sales needs and contributes to a positive, supportive work environment.

Requirements

  • High school diploma or GED required.
  • 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 and use 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.
  • Strong product knowledge appropriate to the position’s selling responsibilities and ability to promote products successfully.
  • Excellent organizational skills and ability to multitask and remain flexible.

Nice To Haves

  • Minimum of 1 year of cash-handling, sales, or customer-service experience preferred.
  • Sound mathematical and analytical skills preferred.

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 and follow proper cash-handling procedures.
  • Comply with security and audit procedures.
  • Protect confidential employee information and customer business and keep it in a secure location.
  • Support customer service needs as part of a team, including answering incoming telephone calls and completing other assigned duties that support the Banking Center.
  • Meet established individual referral goals.
  • Direct referral opportunities and complex customer service issues to the appropriate individual or line of business, and follow up to ensure the customer’s needs were met.
  • Make 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.
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