WesBanco
Personal Banker
at
WesBanco
– 100% in office, located in West Park, Lawrenceburg, KY. 2 days ago; be among the first 25 applicants.
Summary 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 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 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 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.
Essential Functions
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross‑selling of Bank's products and services
Essential Duties and Responsibilities
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
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 in order to reach individual and team sales goals.
Communicate and partner effectively with branch staff and peers to promote a team environment to ensure goals are met.
Continuously monitor performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Execute consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross‑sell consistently and make appropriate business line referrals as defined by location goals.
Set priorities and follow through on the implementation of the defined sales and service activities.
Promote company products and services in the community to assist in the continuing growth of the Bank.
Support proper functioning of all day‑to‑day operations including: customer service, open and close procedures, support of daily vault duties, control of cash levels, 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 being offered and professional resolution of problems/issues.
Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrate sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintain a position of trust and responsibility by keeping 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 to support the success of the Banking Center.
Other duties may be assigned.
Other Skills and Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain 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.
Complete all assigned compliance training in a timely manner.
Register and maintain a 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 are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Interage and build positive customer relationships; articulate concepts, ideas, and product information verbally and in writing.
Strong product knowledge for the level of selling and cross‑selling performance expected with the position.
Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound Mathematical And Analytical Skills Preferred.
Excellent organizational skills and ability to multi‑task and be flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
High school diploma required.
Banking, Cash Handling, Sales, and Customer Service Experience Preferred.
Supervisory or leadership skills desired.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
Banking
#J-18808-Ljbffr
at
WesBanco
– 100% in office, located in West Park, Lawrenceburg, KY. 2 days ago; be among the first 25 applicants.
Summary 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 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 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 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.
Essential Functions
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross‑selling of Bank's products and services
Essential Duties and Responsibilities
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
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 in order to reach individual and team sales goals.
Communicate and partner effectively with branch staff and peers to promote a team environment to ensure goals are met.
Continuously monitor performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Execute consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross‑sell consistently and make appropriate business line referrals as defined by location goals.
Set priorities and follow through on the implementation of the defined sales and service activities.
Promote company products and services in the community to assist in the continuing growth of the Bank.
Support proper functioning of all day‑to‑day operations including: customer service, open and close procedures, support of daily vault duties, control of cash levels, 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 being offered and professional resolution of problems/issues.
Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrate sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintain a position of trust and responsibility by keeping 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 to support the success of the Banking Center.
Other duties may be assigned.
Other Skills and Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain 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.
Complete all assigned compliance training in a timely manner.
Register and maintain a 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 are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Interage and build positive customer relationships; articulate concepts, ideas, and product information verbally and in writing.
Strong product knowledge for the level of selling and cross‑selling performance expected with the position.
Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound Mathematical And Analytical Skills Preferred.
Excellent organizational skills and ability to multi‑task and be flexible.
Ability to lift and carry up to 25 lbs.
Available to work all hours of operations.
High school diploma required.
Banking, Cash Handling, Sales, and Customer Service Experience Preferred.
Supervisory or leadership skills desired.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
Banking
#J-18808-Ljbffr