Customer Service Representative 1 Float - Boardman, OH

WesBanco Bank, Inc.•Boardman Township, OH

About The Position

The Customer Service Representative (CSR) helps foster a positive work environment that inspires, motivates, challenges, supports, and recognizes exceptional performance. The CSR accepts and accurately processes transactions according to Bank policies and procedures. As an initial contact for new and existing customers, the CSR provides excellent customer service, identifies referral opportunities, and performs account transactions. The CSR determines the appropriate individual or line of business to handle referral opportunities and more complex customer service issues.

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 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 handle problems involving several concrete variables in standardized situations.
  • Strong product knowledge for the level of selling and product promotion expected for the position.
  • Excellent organizational skills and ability to multitask and be flexible.

Nice To Haves

  • At least 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 a CSR cash drawer and follow proper balancing and cash-handling procedures.
  • Comply with and operate within security and audit procedures.
  • Keep employee information and customer business confidential and in a secure location.
  • Contribute to the team by answering incoming telephone calls and performing additional duties that support the Banking Center.
  • Meet established individual referral goals.
  • Route referral opportunities and more complex customer service issues to the appropriate individual or line of business, and follow up to ensure the customer's need was 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.
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