Personal Banker - Springfield, OH

WesBanco Bank, Inc.•Springfield, OH

2d•Onsite

About The Position

The Personal Banker role focuses on providing excellent customer service, identifying sales opportunities, and performing account transactions. This position is responsible for executing consumer-based and business relationship-building efforts within a full-service banking center. The Personal Banker will engage with customers in person and via phone to discuss their banking needs, initiate outbound calls for customer onboarding and prospecting, and promote products to new and existing retail banking relationships. Additionally, the Personal Banker will assist the Banking Center Manager with targeted outside sales activities, participate in community service, and ensure compliance with all bank policies, procedures, and security measures. Responsibilities may include teller operations, assisting in supervision, and providing support for the banking center's sales and operational objectives.

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.
Comply with all established Bank policies, procedures, and security measures.
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Keep all sensitive information and customer business confidential and in a secured location.

Nice To Haves

Minimum of 1 year of banking experience preferred.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Interpersonal and Communication Skills: 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.
Sound mathematical and analytical skills preferred.

Responsibilities

Provide excellent customer service.
Engage in business development, both inside and outside the banking center.
Build and maintain customer relationships.
Successfully promote the Bank's products and services.
Assess the 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 initiate sales promotions.
Execute outbound calling activities to promote products and make business line referrals.
Educate the bank team on uncovering opportunities to advance 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 regarding banking matters, explain products, and resolve issues.
Build working relationships with internal business partners.
Demonstrate sound judgment and decision-making.
Maintain prescribed security controls to protect against criminal and fraudulent operations.
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.