Customer Service Representative 1 Float - Boardman, OH

WesBanco Bank • Youngstown, OH

2d

About The Position

The Customer Service Representative (CSR) accepts and accurately processes financial service transactions in accordance with Bank policies and procedures. As an initial contact for new and existing customers, the CSR provides excellent customer service, performs account transactions, and identifies referral opportunities. The CSR determines the appropriate person or line of business to address referrals and more complex customer service issues, and follows up to ensure customer needs are met. The role supports the Banking Center’s service and sales needs and helps foster a positive work environment.

Requirements

• High school diploma or General Education Degree (GED) required.
• 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.
• 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.
• Strong product knowledge appropriate to the level of selling and product promotion expected in the position.
• Excellent organizational skills and ability to multitask and be flexible.

Nice To Haves

• Minimum of 1 year of cash-handling 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 the CSR cash drawer and follow cash-handling and balancing procedures.
• Comply with security and audit procedures.
• Protect confidential employee information and customer business information, keeping it in a secure location.
• Contribute to a team environment by answering incoming telephone calls and performing additional duties that support the Banking Center.
• Meet assigned individual referral goals.
• Direct referral opportunities and complex customer service issues to the appropriate individual or line of business, and follow up to ensure customer 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED