Customer Service Representative Lead jobs in United States
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WesBanco · 3 days ago

Customer Service Representative Lead

WesBanco is seeking a Customer Service Representative Lead to promote a positive work environment and ensure excellent customer service. The role involves supporting banking center management, assisting with operational reports, and serving as the primary contact for complex customer service needs.

BankingFinanceFinancial Services
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Growth Opportunities

Responsibilities

Personally, models the standards of the Bank's Mission, Vision, and Pledge
Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the CSR staff receives proper coaching and training to identify referral opportunity
Assists in and completes reports related to Operations as assigned by Banking Center Management
Develops knowledge of the Bank's products and services
Performs the normal duties of a CSR with accuracy and efficiency as outlined in separate CSR job description
Charged with maintaining appropriate levels of cash as assigned by the Bank through ordering and shipping of money
Primary contact for customer issues and complex customer's needs related to CSR function
Ensures security and dual control procedures as assigned by the Bank are met at all times
Communicates pertinent information to the CSR staff in a timely manner
Responsible for ensuring all necessary and assigned audits are performed at the standard set by the Bank
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
Responsible for assisting management in interviewing, hiring, and coordination of training of new CSR hires
Charged with assigning and directing work, assists with coaching, training, and evaluating performance
Addresses complaints and resolves issues relating to the CSR line

Qualification

Customer ServiceBanking SoftwareLeadershipMicrosoft Outlook 365Product KnowledgeMathematical SkillsAnalytical SkillsOrganizational SkillsCommunication Skills

Required

High school diploma required
Must have excellent organizational skills and the ability to multi-task and to be flexible
Ability to lift and carry up to 25 lbs
Must be available to work all hours of operations
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
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
Responsible for assisting management in interviewing, hiring, and coordination of training of new CSR hires
Charged with assigning and directing work, assists with coaching, training, and evaluating performance
Addresses complaints and resolves issues relating to the CSR line
Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the CSR staff receives proper coaching and training to identify referral opportunity
Assists in and completes reports related to Operations as assigned by Banking Center Management
Develops knowledge of the Bank's products and services
Performs the normal duties of a CSR with accuracy and efficiency as outlined in separate CSR job description
Charged with maintaining appropriate levels of cash as assigned by the Bank through ordering and shipping of money
Primary contact for customer issues and complex customer's needs related to CSR function
Ensures security and dual control procedures as assigned by the Bank are met at all times
Communicates pertinent information to the CSR staff in a timely manner
Responsible for ensuring all necessary and assigned audits are performed at the standard set by the Bank
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

Preferred

Supervisory or proven leadership experience preferred with a minimum of six months of CSR experience required
Sound Mathematical And Analytical Skills Preferred

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