Customer Service Representative 1 - Bowie

WesBanco Bank•Bowie, MD

About The Position

The Customer Service Representative (CSR) accepts and accurately processes financial 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, and identifies referral opportunities. The CSR directs referrals and complex customer service issues to the appropriate individual or line of business and follows up to ensure customer needs are met. The role supports the Banking Center’s sales and service needs by handling customer calls, making outbound calls as needed, maintaining knowledge of the Bank’s products and services, and contributing to a positive, supportive team environment. The CSR is responsible for cash-drawer balancing and proper cash handling, compliance with security and audit procedures, and maintaining the confidentiality and security of employee and customer information.

Requirements

High school diploma or GED required.
Minimum of 1 year of cash handling, sales, or customer service experience preferred.
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 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 address problems involving several concrete variables in standardized situations.
Strong product knowledge appropriate to the level of selling and product promotion expected for the position.
Excellent organizational skills and ability to multitask and remain flexible.

Nice To Haves

Sound mathematical and analytical skills preferred.
Minimum of 1 year of cash handling, sales, or customer service experience 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.
Keep employee information and customer business confidential and secured.
Contribute to team efforts to meet customer needs, including answering incoming telephone calls and completing additional assigned duties.
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.
Complete outbound customer calls as needed to support Banking Center sales and service needs.
Develop and maintain working knowledge of the Bank’s products and services.

Benefits

17 days of paid time off (PTO).
5 days of short-term disability (STD).
11 annual paid holidays.
Medical insurance.
Dental insurance.
Vision insurance.
Health Care Flexible Spending Account.
Dependent Care Flexible Spending Account.
Transportation Fringe Benefit Plan.
Group Life insurance.
Long-term disability.
Optional Life insurance.
Access to voluntary benefit products, including Cancer, Term & Universal Life, Accident, Short-Term Disability, and Critical Illness policies.
Other ancillary benefit products.
401(k) with employee match.
Eligible for approved overtime and referral incentives.