Personal Banker 1 - St Clairsville Main

WesBanco Bank•St. Clairsville, OH

About The Position

The Personal Banker provides excellent customer service while identifying sales opportunities and handling account transactions at a full-service banking center. The role focuses on daily sales initiatives, proactive customer interaction, relationship building, and discussing customers’ banking needs in person and by phone. The Personal Banker makes outbound calls for customer onboarding and prospecting, promotes products to new and existing retail customers, assists with targeted outside sales and community service, and supports the banking center’s sales and operational objectives. The position requires compliance with bank policies, procedures, and security measures and may include teller duties, supervisory assistance, and other operational support. The Personal Banker assesses clients’ financial needs and recommends suitable products and services, works toward individual and team sales goals, supports colleagues, and helps advance customers’ financial wellness. The role also supports daily banking center operations, handles customer questions and problems, maintains confidentiality and security, and contributes to a team environment.

Requirements

High school diploma or GED required.
At least 3 years of cash-handling, sales, or customer-service experience required.
Ability to generate new financial relationships through outbound calling, internal business development, and customer relationship building.
Ability to interact effectively with customers and communicate concepts, ideas, and product information clearly in writing and verbally.
Strong product knowledge appropriate to the expected level of selling and promotion.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagrammatic, or schedule-based instructions.

Nice To Haves

At least 1 year of banking experience preferred.
At least 1 year of supervisor or leadership experience preferred.
Strong consumer lending skills and a solid understanding of consumer lending products preferred.
Sound mathematical and analytical skills preferred.

Responsibilities

Provide excellent customer service and resolve customer issues professionally.
Assess customers’ financial needs and recommend appropriate products and services.
Meet and exceed sales goals for loans, deposits, referrals, and profitability.
Promote the bank’s products and services to existing and prospective customers.
Build customer relationships through in-person interactions and outbound calls for onboarding and prospecting.
Support inside and outside business development, including community sales activities and service opportunities.
Make business-line referrals in accordance with location goals.
Support and informally coach banking center staff and partner effectively with branch colleagues.
Monitor progress against banking center goals and adjust individual goals or initiate sales promotions as needed.
Set priorities and implement defined sales and service activities.
Support day-to-day banking center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audits, and compliance.
Participate in sales and staff meetings and lead meetings when assigned.
Answer incoming telephone calls and provide service to customers and prospective customers on banking matters.
Follow established policies, procedures, security controls, and risk-management practices.
Protect sensitive customer information and maintain confidentiality.
Cross-train and assist with teller and other operational duties as assigned.