Personal Banker - Clarksburg

WesBanco Bank, Inc.Clarksburg, WV
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 discussing 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 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 are required and the 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 and 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 to be flexible.
  • Ability to lift and carry up to 25 lbs.
  • Must be available to work all hours of operations.
  • Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
  • You will also be expected to complete all assigned compliance training in a timely manner.
  • 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.

Nice To Haves

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

Responsibilities

  • Foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.
  • Provide excellent customer service while identifying sales opportunities and performing account transactions.
  • Execute consumer-based and business relationship building efforts.
  • Focus on daily sales initiatives and assume a proactive role in customer interaction and service.
  • Meet with customers to discuss their specific banking needs in person and via phone.
  • Initiate 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.
  • Assist the Banking Center Manager in targeted outside sales activities.
  • Participate in community service opportunities.
  • Comply with all established Bank policies, procedures, and security measures.
  • Operate as a teller.
  • Assist in supervising and/or provide necessary additional support of the banking center's sales and operational objectives as assigned.
  • Model the standards of the Bank's Mission, Vision, and Pledge.
  • Assess the financial needs of Banking Center 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 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 by 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, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
  • Actively participate in regular sales and staff meetings.
  • Provide service to customers and prospective customers on various banking matters including the explanation of products and professional resolution of 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 any additional duties assigned.
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