Personal Banker 1 - Bloomfield (Pittsburgh, PA)

WesBanco Bank, Inc.•Pittsburgh, PA

1d•Onsite

About The Position

The Personal Banker provides excellent customer service while identifying sales opportunities and performing account transactions. The role supports consumer banking and business relationship development at a full-service banking center, primarily through daily sales initiatives and proactive in-person and telephone interactions with customers about their banking needs. The position also involves outbound calling for customer onboarding, prospecting new retail customers, and promoting products to new and existing retail relationships. The Personal Banker assists the Banking Center Manager with targeted outside sales and community service activities. The role supports banking center operations and complies with bank policies, procedures, and security measures. Depending on assignment, responsibilities may include teller duties, assisting with supervision, and providing operational support. The position is cross-trained and expected to assist with operational duties.

Requirements

High school diploma or General Education Degree (GED).
At least 3 years of cash handling, sales, or customer service experience.
Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
Ability to interact effectively, build positive customer relationships, and clearly communicate concepts, ideas, and product information verbally and in writing.
Strong product knowledge appropriate to the level of selling and promotion expected.
Strong organizational skills, ability to multitask, and flexibility.
Ability to solve practical problems and interpret written, oral, diagrammatic, or scheduled instructions.

Nice To Haves

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

Responsibilities

Model the standards of the Bank's Mission, Vision, and Pledge.
Assess clients' financial needs and recommend appropriate products or services.
Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
Promote the Bank's products and services to achieve 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, adjust individual goals, and initiate sales promotions as needed.
Make outbound calls using customer lists to promote products and make appropriate business-line referrals.
Educate bank team members on identifying opportunities to advance customers' financial wellness.
Set priorities and follow through on sales and service activities.
Promote company products and services in the community.
Support daily operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
Participate in sales and staff meetings and lead meetings as assigned.
Serve customers and prospective customers by explaining banking products and professionally resolving problems and issues.
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 employee and banking center from criminal and fraudulent activity and unnecessary risks.
Keep sensitive information and customer business confidential and securely stored.
Answer incoming calls and perform additional duties that support the Banking Center.
Perform teller, supervisory, and other operational duties as assigned.