Licensed Personal Banker - Peachtree

WesBanco Bank, Inc.•New Albany, IN

3d•Onsite

About The Position

Licensed Personal Bankers are responsible for providing excellent customer service, identifying sales opportunities, and performing account transactions. They play a key role in executing the bank's consumer-based and business relationship building efforts within a full-service banking center. The role focuses on daily sales initiatives, proactive customer interaction, and service, including meeting with customers to discuss their banking needs in person and via phone. Significant time is also dedicated to outbound calls for customer onboarding, prospecting for new Retail and WesBanco Securities, Inc. customers, and cross-selling existing retail banking relationships. The Licensed Personal Banker will also assist the Banking Center Manager with targeted outside sales activities and community engagement. Operationally, they must comply with all bank policies, procedures, and security measures, and may act as a teller, assist in supervision, or provide other necessary support for sales and operational objectives.

Requirements

High school diploma required.
Proficient in Microsoft Outlook 365.
Proficient computer skills and ability to learn various Banking Software programs.
Nationwide Mortgage Licensing System (NMLS) registration required.
Life and Health insurance license required.
Banking, Investments, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must possess the ability to effectively interact and build positive customer relationships.
Must be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross-selling performance expected with position.
Must have excellent organizational skills and the ability to multi-task and be flexible.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Develop and maintain a high standard in customer relations and customer courtesy.
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 bank employees and bank customers.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Nice To Haves

Banking, Investments, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Sound mathematical and analytical skills preferred.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Responsibilities

Practices the standards of the Better Banking Pledge and Service & Support Pledge.
Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations.
Consistently meets and exceeds defined sales goals for loans, deposits, WesBanco Securities, Inc. solutions, partner referrals, and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank’s products and services.
Communicates and partners effectively with branch staff and peers to promote a team environment.
Monitors performance against banking center goals, adjusting individual goals and initiating sales promotions as needed.
Executes consistent, outbound calling activities using customer lists, cross-selling, and making appropriate business line referrals.
Sets priorities and follows through on the implementation of defined sales and service activities.
Promotes company products and services in the community.
Supports proper functioning of day-to-day operations including customer service, opening and closing procedures, vault duties, cash level control, inventory supply, and audit/compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on banking and WesBanco Securities, Inc. matters, explaining products and resolving issues.
Builds successful working relationships with internal business partners.
Demonstrates sound judgment and decision-making by following established guidelines and procedures.
Maintains prescribed security controls to protect against criminal and fraudulent operations.
Keeps all sensitive information and customer business confidential and secured.
Contributes in a team environment to service customer needs by answering incoming telephone calls and performing additional duties, including processing teller transactions as needed.
Provides excellent customer service.
Engages in business development (inside and outside).
Builds relationships.
Cross-sells the Bank’s products and services.
Proactively sells and refers non-traditional solutions through WesBanco Securities, Inc. and Wealth Management.