Customer Service Representative 1

Location

This position is 100% in office at a designated WesBanco location.

About the Role

The Customer Service Representative (CSR) is the initial contact for new and existing customers, responsible for providing excellent customer service, accurately processing transactions according to bank policies, and identifying referral opportunities. The role also involves contributing to a positive work environment.

Key Responsibilities

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Accepts and accurately processes all financial service transactions.
• Responsible for CSR cash drawer, follows proper balancing and cash handling procedures.
• Complies with and operates within security and audit procedures.
• Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and performing additional duties.
• Meets established individual referral goals.
• Determines the appropriate individual/line of business to handle referral opportunities and more complex customer service issues, and follows up to ensure customer needs were met.
• Completes outbound customer calls as needed to support the sales and service needs of the Banking Center.
• Develops and maintains working knowledge of the Bank's products and services.

Requirements & Tech Stack

• 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.
• Sound Mathematical And Analytical Skills (preferred).
• Demonstrates the ability to interpret and follow written, verbal, and visual instructions, using sound judgment and common-sense decision making.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Must have strong product knowledge for the level of selling and successfully promoting products expected with the position.
• Must have excellent organizational skills and the ability to multi-task and be flexible.

Qualifications

• High School Diploma or General Education Degree (GED) required.
• Minimum of 1 year of Cash Handling, Sales, or Customer Service experience preferred.