Customer Service Representive Float - Administration - Findlay

About the role

This position is 100% in-office. The employee will work scheduled work hours in a designated WesBanco location. Consideration for location will be Delphos as the home office and supporting Lima-Allentown, Lima-Shawnee, Elida, and Ottawa banking centers.

Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR provides excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual or line of business to handle sales opportunities and more complex customer service issues.

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 and follows proper balancing and cash handling procedures.
• Complies and operates within security and audit procedures.
• Maintains confidentiality of all employee information and customer business.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and performing additional duties as assigned.
• Meets established individual referral goals as assigned.
• Determines appropriate individual or line of business to handle sales opportunities and more complex customer service issues; follows up to ensure customer needs are 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

• High school diploma or GED required.
• Proficient in Microsoft Outlook 365 and general computer skills; ability to learn various Banking Software programs.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees.
• Strong product knowledge for the level of selling and successfully promoting products expected with the position.
• Ability to write simple correspondence.
• Excellent organizational skills, ability to multi-task, and flexibility.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.
• Banking is a highly regulated industry; expected to acquire and maintain proficiency in the bank's policies and procedures, adhere to all applicable laws, rules, and regulations, and complete all assigned compliance training in a timely manner.

Skills

• Sound mathematical and analytical skills (preferred).