Customer Service Representative - Boardman jobs in United States
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WesBanco · 5 hours ago

Customer Service Representative - Boardman

WesBanco Bank, Inc. is focused on fostering a positive work environment and is seeking a Customer Service Representative (CSR) who will provide excellent customer service and process transactions. The CSR will be responsible for handling customer inquiries, identifying sales opportunities, and ensuring compliance with bank policies and procedures.

BankingFinanceFinancial Services
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Growth Opportunities

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 a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center
Meets established individual referral goals as assigned
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met
Complete 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

Qualification

Customer ServiceBanking SoftwareMicrosoft Outlook 365Cash HandlingMathematical SkillsAnalytical SkillsMulti-taskingOrganizational Skills

Required

High school diploma or GED required
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
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 a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center
Meets established individual referral goals as assigned
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met
Complete 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
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing
You will also be expected to complete all assigned compliance training in a timely manner
Proficient in Microsoft Outlook 365
Proficient computer skills are required and the 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 of the organization
Must have strong product knowledge for the level of selling and successfully promoting products expected with position
Ability to write simple correspondence
Ability to lift and carry up to 25 lbs
Must be available to work all hours of operations

Preferred

Cash handling and customer service experience preferred
Sound mathematical and analytical skills preferred
Must have excellent organizational skills and the ability to multi-task and to be flexible

Company

WesBanco

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With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.

Funding

Current Stage
Public Company
Total Funding
$260M
Key Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired

Leadership Team

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Jeff Jackson
Chief Executive Officer
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Adam Thomas
Executive Vice President Tennessee Regional President
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Company data provided by crunchbase