Personal Banker 1 - Chippewa Twp (Beaver Falls, PA)

WesBanco Bank, Inc.Chippewa Township, PA
Onsite

About The Position

Personal Bankers are responsible for providing excellent customer service while identifying sales opportunities and performing account transactions. They are charged with the consistent execution of consumer-based and business relationship building efforts of a full-service banking center. The Personal Banker focuses primarily on daily sales initiatives and assumes a proactive role in customer interaction and service, including meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers, and successfully promoting products to new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities. From an operational standpoint, the Personal Banker is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities may include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

Requirements

  • High School Diploma or General Education Degree (GED) required.
  • Minimum of 2 years of Cash Handling, Sales or Customer Service experience required.

Nice To Haves

  • Minimum of 1 year of banking experience preferred.
  • Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
  • Sound mathematical and analytical skills preferred.

Responsibilities

  • Personally models the standards of the Bank's Mission, Vision, and Pledge.
  • Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations.
  • Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals, and profitability.
  • Promotes the sales culture within the banking center by demonstrating strong sales ability and successfully promoting the Bank's products and services.
  • Communicates and partners effectively with branch staff and peers to promote a team environment and informally coaches others.
  • Monitors performance against banking center goals by adjusting individual goals and initiating sales promotions as needed.
  • Executes consistent, outbound calling activities inside the banking center utilizing customer lists to promote products and make appropriate business line referrals.
  • Educates the bank team on uncovering opportunities to help advance the financial wellness of customers.
  • 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 all day-to-day operations including customer service, opening and closing procedures, daily vault duties, cash level control, inventory supply, and audit and compliance requirements.
  • Actively participates in regular sales and staff meetings, and leads meetings as assigned.
  • Provides service to customers and prospective customers on various banking matters, including explaining products and resolving problems/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 self and the banking center.
  • Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential.
  • Contributes in a team environment to service customer needs by answering incoming telephone calls and performing additional duties.
  • Cross-trained and expected to assist with operational duties.
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