Personal Banker - Belden (North Canton, OH)

WesBanco Bank, Inc.North Canton, OH
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 role also involves initiating outbound telephone calls for customer onboarding, prospecting new Retail customers, and cross-selling 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 must comply 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

  • Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
  • 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.
  • Must possess the ability to effectively interact and build positive customer relationships.
  • Must be able to clearly express concepts, ideas, and product information verbally and in writing.
  • Must have strong product knowledge for the level of selling and cross-selling performance expected with position.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Must have excellent organizational skills and the ability to multi-task and be flexible.
  • Ability to lift and carry up to 25 lbs.
  • Must be available to work all hours of operations.
  • High school diploma required.

Nice To Haves

  • Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
  • Sound mathematical and analytical skills preferred.
  • Banking, cash handling, sales, and customer service experience preferred.
  • Supervisory or leadership skills desired.

Responsibilities

  • Personally models the standards of the Bank's Mission, Vision, and Pledge.
  • Effectively assess the financial needs of Banking Center clients and make appropriate recommendations.
  • Consistently meet and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
  • Promote the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services.
  • Communicate and partner effectively with branch staff and peers to promote a team environment.
  • Monitor performance against banking center goals by adjusting individual goals and initiating sales promotions as needed.
  • Execute consistent, outbound calling activities inside the banking center utilizing customer lists.
  • Cross-sell consistently and make appropriate business line referrals.
  • Set priorities and follow through on the implementation of defined sales and service activities.
  • Promote company products and services in the community.
  • Support proper functioning of all day-to-day operations including customer service, open and close procedures, daily vault duties, cash level control, inventory supply, and audit and compliance requirements.
  • Actively participate in regular sales and staff meetings.
  • Provide service to customers and prospective customers on various banking matters, including explaining products and resolving problems/issues.
  • Build successful working relationships with internal business partners.
  • Demonstrate sound judgment and decision-making by following established guidelines and procedures.
  • Maintain prescribed security controls to protect self and the banking center.
  • Keep all sensitive information and customer business confidential and in a secured location.
  • Contribute in a team environment to service customer needs by answering incoming telephone calls and performing additional duties.
  • Operate as a teller.
  • Assist in supervising banking center operations.
  • Provide additional support for sales and operational objectives.
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