Overview
Essential Functions
Excellent Customer Service. This position is 100% in office. The employee will work their scheduled hours in a designated WesBanco location. Location consideration: Bank Plaza - Wheeling, WV. 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 appropriate recommendations. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by selling and cross-selling to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote a team environment to ensure goals are met. Monitors performance against banking center goals and adjusts goals or initiates sales promotions as needed. Executes outbound calling activities inside the banking center using customer lists; cross-sells and makes appropriate referrals as defined by location goals. Sets priorities and implements defined sales and service activities. Promotes company products and services in the community to support bank growth. Supports day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, audit and compliance requirements. Participates in regular sales and staff meetings. Provides service to customers on various banking matters and resolves problems/issues professionally. Builds productive relationships with internal partners and seeks constructive feedback. Demonstrates sound judgment and follows established guidelines and procedures with available resources. Maintains security controls to protect against crime and fraud, and keeps sensitive information confidential. Contributes in a team environment to service customer needs by answering inbound calls and supporting Banking Center success. Other duties may be assigned. Other Skills and Requirements
Banking is a highly regulated industry; you must acquire and maintain proficiency in bank policies and procedures and adhere to applicable laws and regulations. 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 SAFE Act requirements. Proficient in Microsoft Outlook 365 and able to learn various Banking Software programs. Strong consumer lending skills preferred with understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Ability to interact effectively with customers and clearly express concepts verbally and in writing. Must have strong product knowledge for selling and cross selling performance expected with the position. Ability to interpret various instructions furnished in written, oral, diagram, or schedule form. Sound Mathematical And Analytical Skills Preferred. Excellent organizational skills with ability to multi-task and be flexible. Physical ability: lift and carry up to 25 lbs. Must be 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.
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Essential Functions
Excellent Customer Service. This position is 100% in office. The employee will work their scheduled hours in a designated WesBanco location. Location consideration: Bank Plaza - Wheeling, WV. 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 appropriate recommendations. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by selling and cross-selling to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote a team environment to ensure goals are met. Monitors performance against banking center goals and adjusts goals or initiates sales promotions as needed. Executes outbound calling activities inside the banking center using customer lists; cross-sells and makes appropriate referrals as defined by location goals. Sets priorities and implements defined sales and service activities. Promotes company products and services in the community to support bank growth. Supports day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, audit and compliance requirements. Participates in regular sales and staff meetings. Provides service to customers on various banking matters and resolves problems/issues professionally. Builds productive relationships with internal partners and seeks constructive feedback. Demonstrates sound judgment and follows established guidelines and procedures with available resources. Maintains security controls to protect against crime and fraud, and keeps sensitive information confidential. Contributes in a team environment to service customer needs by answering inbound calls and supporting Banking Center success. Other duties may be assigned. Other Skills and Requirements
Banking is a highly regulated industry; you must acquire and maintain proficiency in bank policies and procedures and adhere to applicable laws and regulations. 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 SAFE Act requirements. Proficient in Microsoft Outlook 365 and able to learn various Banking Software programs. Strong consumer lending skills preferred with understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Ability to interact effectively with customers and clearly express concepts verbally and in writing. Must have strong product knowledge for selling and cross selling performance expected with the position. Ability to interpret various instructions furnished in written, oral, diagram, or schedule form. Sound Mathematical And Analytical Skills Preferred. Excellent organizational skills with ability to multi-task and be flexible. Physical ability: lift and carry up to 25 lbs. Must be 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.
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