Personal Banker - Carnegie, PA

WesBanco Bank, Inc.•Carnegie, PA

8d•Onsite

About The Position

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer based and business relationship building efforts of a full-service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include 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 promotes 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 in the specific community or market. From an operational standpoint, the Personal Banker is responsible to comply 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.
Strong product knowledge for selling and promoting products.
Excellent organizational skills.
Ability to multi-task.
Ability to be flexible.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
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.

Nice To Haves

Minimum of 1 year of banking experience preferred.
Strong consumer lending skills are preferred.
Solid understanding of consumer lending products.
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.
Successfully promote the Bank's products and services.
Model the standards of the Bank's Mission, Vision, and Pledge.
Assess financial needs of clients and recommend appropriate solutions.
Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
Promote a 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 outbound calling activities to promote products and make referrals.
Educate the bank team on uncovering opportunities for customer financial wellness.
Set priorities and implement sales and service 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, and audit/compliance requirements.
Participate in sales and staff meetings, and lead meetings as assigned.
Provide service to customers on various banking matters, explain products, and resolve issues.
Build working relationships with internal business partners.
Demonstrate sound judgment and decision-making.
Maintain security controls to protect against fraud and risks.
Keep sensitive information and customer business confidential.
Contribute to a team environment by answering calls and performing additional duties.
Assist with operational duties as cross-trained.