Personal Banker - Kirk Road - Youngstown, OH
WesBanco Bank Inc., Youngstown, Ohio, United States, 44502
Overview
Personal Banker - Kirk Road Location: Youngstown, Ohio, United States Employment: Full-time Responsibilities
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. Focuses primarily on 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. Spends 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. Assists the Banking Center Manager in targeted outside sales activities and participates 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 & Essential Duties
Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services Personally models the standards of the Bank's Mission, Vision, and Pledge. 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 and demonstrates ability to sell and cross-sell to reach goals. Communicates and partners effectively with branch staff to promote a team environment. Monitors performance against banking center goals and initiates sales promotions as needed. Executes outbound calling activities inside the banking center and cross-sells consistently with referrals as defined by location goals. Sets priorities and follows through on sales and service activities. Promotes company products and services in the community to aid growth. Supports day-to-day operations including customer service, open/close procedures, vault duties, cash control, inventory, audit and compliance requirements. Participates in regular sales and staff meetings. Provides service to customers and prospective customers on banking matters and resolves problems/issues. Builds relationships with internal partners and seeks constructive feedback. Demonstrates sound judgment and follows guidelines while using appropriate resources. Maintains security controls to protect against risks and protects sensitive information. Contributes in a team environment to service customer needs and supports success of the Banking Center. Other duties may be assigned. Other Skills & Requirements
Banking is a highly regulated industry; acquire and maintain proficiency in bank policies and procedures and complete 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 S.A.F.E. Act requirements. Proficient in Microsoft Outlook 365; ability to learn various Banking Software programs. Strong consumer lending skills with understanding of consumer lending products preferred. 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, ideas, and product information verbally and in writing. Must have strong product knowledge for the selling and cross-selling expectations of the role. Ability to interpret instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Excellent organizational skills with the ability to multi-task and be flexible. Physical ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Other Details
Area of Interest: Retail Services Location: Youngstown, Ohio, United States
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Personal Banker - Kirk Road Location: Youngstown, Ohio, United States Employment: Full-time Responsibilities
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. Focuses primarily on 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. Spends 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. Assists the Banking Center Manager in targeted outside sales activities and participates 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 & Essential Duties
Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services Personally models the standards of the Bank's Mission, Vision, and Pledge. 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 and demonstrates ability to sell and cross-sell to reach goals. Communicates and partners effectively with branch staff to promote a team environment. Monitors performance against banking center goals and initiates sales promotions as needed. Executes outbound calling activities inside the banking center and cross-sells consistently with referrals as defined by location goals. Sets priorities and follows through on sales and service activities. Promotes company products and services in the community to aid growth. Supports day-to-day operations including customer service, open/close procedures, vault duties, cash control, inventory, audit and compliance requirements. Participates in regular sales and staff meetings. Provides service to customers and prospective customers on banking matters and resolves problems/issues. Builds relationships with internal partners and seeks constructive feedback. Demonstrates sound judgment and follows guidelines while using appropriate resources. Maintains security controls to protect against risks and protects sensitive information. Contributes in a team environment to service customer needs and supports success of the Banking Center. Other duties may be assigned. Other Skills & Requirements
Banking is a highly regulated industry; acquire and maintain proficiency in bank policies and procedures and complete 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 S.A.F.E. Act requirements. Proficient in Microsoft Outlook 365; ability to learn various Banking Software programs. Strong consumer lending skills with understanding of consumer lending products preferred. 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, ideas, and product information verbally and in writing. Must have strong product knowledge for the selling and cross-selling expectations of the role. Ability to interpret instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Excellent organizational skills with the ability to multi-task and be flexible. Physical ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Other Details
Area of Interest: Retail Services Location: Youngstown, Ohio, United States
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