What are the responsibilities and job description for the Customer Service Representative position at Washington Financial?
Customer Service Representative
Washington Financial Bank
Canonsburg, PA (On-site) (Not hybrid or remote)
Position Overview
Washington Financial Bank is seeking a customer-focused, sales-oriented Customer Service Representative to join our Retail Banking team. This role is ideal for an experienced banking professional who enjoys building relationships, helping customers achieve their financial goals, and contributing to the success of a community-focused financial institution.
As a Customer Service Representative, you will serve as a trusted resource for customers by providing exceptional service, opening new accounts, promoting bank products and services, and identifying opportunities to deepen customer relationships.
Key Responsibilities
- Open and service a variety of consumer deposit accounts.
- Provide information and guidance regarding bank products and services.
- Identify customer needs and recommend appropriate banking solutions.
- Cross-sell bank products and services to new and existing customers.
- Build and maintain strong customer relationships within the community.
- Assist customers with account inquiries, service requests, and problem resolution.
- Complete required documentation and perform account-related transactions accurately.
- Collaborate with branch management and team members to achieve sales and service goals.
- Maintain knowledge of all bank products, policies, and procedures.
- Participate in community activities and represent the bank professionally.
- Ensure compliance with all banking regulations, policies, procedures, and Bank Secrecy Act (BSA) requirements.
Required Qualifications/Skills
- High school diploma or equivalent required.
- Additional banking education or training preferred.
- Minimum of three (3) years of related banking and/or sales experience preferred.
- Strong interpersonal and relationship-building skills.
- Excellent verbal and written communication skills.
- Sales-oriented mindset with the ability to identify customer needs.
- Strong attention to detail and organizational skills.
- Proficiency with Microsoft Office applications, including Word and Excel.
- Ability to work effectively in a team environment.
- Strong problem-solving and customer service skills.
Work Environment
- Office-based position
- Primary location – Canonsburg, PA
- Regular use of computer, telephone, printer, copier, scanner, and specialized software
Why Join Washington Financial Bank?
- Stable, community‑focused financial institution
- Opportunity to contribute to visible, high‑impact marketing initiatives
- Collaborative team environment
- Meaningful involvement in community and charitable programs
- A family-first company valuing employee work/life balance
- Competitive compensation and benefits package
- Affordable medical, dental, and vision coverage
- 401(k) plan with 5% employer match
- 11 Paid holidays
- 16 PTO days after 1st year and optional PTO purchase program
- Up to 2 paid community service days per year
- Employee discounts on products and services
Apply online at www.washfin.bank or by mail to 190 North Main Street, 4th Floor, Washington, PA
Washington Financial Bank is an Equal Opportunity Employer