Personal Banker - Alliance, OH

WesBanco Bank, Inc.•Alliance, OH

4d•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 role 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 consistent cross-selling of 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 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 required.
Proficient in Microsoft Outlook 365.
Proficient computer skills and ability to learn various Banking Software programs.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to effectively interact and build positive customer relationships.
Ability to clearly express concepts, ideas, and product information verbally and in writing.
Strong product knowledge for the level of selling and cross-selling performance expected.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Excellent organizational skills.
Ability to multi-task.
Ability to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Acquire and maintain proficiency in the bank's policies and procedures.
Adhere to all applicable laws, rules, and regulations.
Complete all assigned compliance training in a timely manner.

Nice To Haves

Banking experience preferred.
Cash handling experience preferred.
Sales experience preferred.
Customer service experience preferred.
Strong consumer lending skills are preferred.
Solid understanding of consumer lending products.
Supervisory or leadership skills desired.
Sound mathematical and analytical skills preferred.

Responsibilities

Provide excellent customer service.
Engage in business development, both inside and outside the bank.
Build and maintain customer relationships.
Cross-sell the bank's products and services.
Assess the financial needs of clients and make appropriate recommendations.
Meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
Promote the sales culture within the banking center.
Communicate and partner effectively with branch staff and peers.
Monitor performance against banking center goals and adjust as needed.
Execute consistent outbound calling activities.
Promote company products and services in the community.
Support day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, audit, and compliance.
Participate in sales and staff meetings.
Provide service to customers regarding banking matters, explaining products, and resolving issues.
Build working relationships with internal business partners.
Demonstrate sound judgment and decision-making.
Maintain prescribed security controls.
Keep sensitive information and customer business confidential.
Contribute to a team environment by answering calls and performing additional duties.
Register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with S.A.F.E. Act Requirements.