Personal Banker 1 - Spring Street

WesBanco Bank, Inc.•New Albany, IN

About The Position

The Personal Banker provides excellent customer service while identifying sales opportunities and performing account transactions. This role supports consumer and business relationship-building efforts in a full-service banking center, with a focus on daily sales initiatives and proactive customer interaction. The Personal Banker meets with customers in person and by phone to discuss their banking needs and makes significant outbound calls for customer onboarding, prospecting new retail customers, and promoting products to new and existing retail relationships. The role assists the Banking Center Manager with targeted outside sales and community service activities. It also supports banking center operations and complies with established bank policies, procedures, and security measures. Duties may include teller operations, supervisory assistance, and other support for sales and operational objectives. The Personal Banker is cross-trained and expected to assist with operational duties.

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, build positive relationships, and clearly communicate concepts and product information verbally and in writing.
Strong product knowledge appropriate to the position’s sales responsibilities.
Excellent organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagram, or schedule instructions.

Nice To Haves

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

Responsibilities

Model the Bank’s Mission, Vision, and Pledge.
Assess banking clients’ financial needs and recommend appropriate solutions.
Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
Promote the Bank’s products and services and support individual and team sales goals.
Partner with branch staff and peers, support a team environment, and informally coach others.
Monitor performance against banking center goals and adjust individual goals or initiate sales promotions as needed.
Conduct outbound calling using customer lists, promote products, and make appropriate business-line referrals.
Educate bank team members on identifying opportunities to advance customers’ financial wellness.
Set priorities and implement defined sales and service activities.
Promote the Bank’s products and services in the community.
Support daily banking center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
Participate in regular sales and staff meetings and lead meetings when assigned.
Serve customers and prospective customers on banking matters, explain products, and resolve problems professionally.
Build working relationships with internal business partners and seek constructive peer feedback when appropriate.
Use sound judgment and follow established guidelines and procedures, seeking assistance when needed.
Maintain security controls to protect the banking center and reduce criminal, fraudulent, and other risks.
Safeguard sensitive information and keep customer business confidential and secured.
Answer incoming telephone calls and perform additional duties that support the Banking Center.
Assist with operational duties as a cross-trained team member.