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Research Clerk - Customer Support

Company: WesBanco
Location: Wheeling
Posted on: June 12, 2021

Job Description:

High school diploma or general education degree (GED)

Minimum of 6 months of related clerical experience.

SUMMARY:

Responsible for performing research on deposit accounts. Research requests include copies of statements, copies of checks, deposited items, subpoena's, estates and any other research inquiries. The individual also processes loan payments and government verification requests.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Accurately handle detail work

Must be able to work independently, and maintain confidentiality.

Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form.

Ability to deal with problems involving several concrete variables in standardized situations.

Ability to read and comprehend simple instructions, short correspondence, and memos.

Ability to write simple correspondence.

Ability to effectively communicate information to customers, and other employees of the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Communicates with bank customers, bank officers and other employees via phone, email, or mail to research all inquiries and provide answers or copies of the research to only those who are authorized to receive such information.

Performs statement maintenance

Produces Web Media uploads for requested customer information.

Process loan payments: opens all loan payments, review check and payment, write up loan coupons, and deliver mail to other departments.

Provide customer support via telephone as needed

Responds timely to online banking customer secure messages.

Completes Government verification requests for customers using the Social Security and Medicare websites.

May from time to time be assigned other duties and/or responsibilities with or without prior notice.

OTHER REQUIREMENTS:

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.

Ability to perform general clerical duties

Must possess quick and accurate keyboarding skills.

Proficient in Microsoft Office, specifically Microsoft Word and Excel. Ability to learn and maintain knowledge of various software.

Keywords: WesBanco, Pittsburgh , Research Clerk - Customer Support, Other , Wheeling, Pennsylvania

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