Personal Banker 1 - WesBanco Center

WesBanco Bank, Inc.•Charleston, WV

10h

About The Position

The Personal Banker provides excellent customer service, identifies sales opportunities, and performs account transactions at a full-service banking center. The role supports consumer and business relationship-building efforts, takes a proactive approach to customer interactions, and discusses customers’ banking needs in person and by phone. Significant time is spent making outbound calls to support customer onboarding, prospect for new retail customers, and promote products to new and existing retail banking relationships. The Personal Banker assists the Banking Center Manager with targeted outside sales and participates in community service opportunities. The position also supports banking center operations, follows bank policies, procedures, and security measures, and may perform teller duties, assist with supervision, or provide other support for sales and operational objectives. The employee is expected to help meet individual and team goals, contribute to a positive team environment, and maintain the confidentiality and security of customer information.

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 customer relationship-building.
Ability to interact effectively with customers, build positive relationships, and communicate concepts and product information clearly verbally and in writing.
Strong product knowledge appropriate to the role’s sales responsibilities.
Strong organizational skills and ability to multitask and remain flexible.
Ability to solve practical problems and interpret written, oral, diagram, or schedule-based 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 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, contribute to a positive team environment, and informally coach others.
Monitor performance against banking center goals and adjust individual goals or initiate sales promotions as needed.
Make outbound calls using customer lists to promote products and make appropriate business-line referrals.
Educate bank staff on identifying opportunities to support customers’ financial wellness.
Prioritize and implement defined sales and service activities.
Promote the Bank’s products and services in the community and assist with outside sales activities.
Support daily banking center operations, including customer service, opening and closing procedures, vault duties, cash controls, inventory, audit, and compliance requirements.
Participate in regular sales and staff meetings and lead meetings when assigned.
Serve customers and prospective customers by explaining banking products and professionally resolving problems or issues.
Build effective 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 that protect the employee and banking center from criminal, fraudulent, and other risks.
Safeguard sensitive information and keep customer business confidential.
Answer incoming calls and perform additional duties that support the Banking Center.
Cross-train and assist with operational duties, including teller duties as needed.