Personal Banker - Ravenswood, WV
WesBanco Bank Inc., Ravenswood, WV, United States
Overview
Personal Banker
Location: Ravenswood, West Virginia, United States. 100% in office; work hours in a designated WesBanco location.
Details Market: Morgantown
Work Hours per Week: 37.5
Full-Time/Part-Time: Full-time
Area of Interest: Retail Services
All Locations: Ravenswood, West Virginia, United States
Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description 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.
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 cross-sells to reach goals.
Communicates and partners effectively with branch staff and peers to promote a team environment.
Monitors performance against banking center goals and initiates promotions as needed.
Executes outbound calling activities, cross-sells, and makes 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 support 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 banking matters and resolves problems/issues.
Builds working relationships with internal partners and seeks constructive feedback.
Demonstrates sound judgment by following guidelines and using available resources.
Maintains security controls to protect against risks and fraud.
Keeps sensitive information confidential and secure.
Supports the Banking Center team by answering calls and performing duties to meet customer needs.
Other duties may be assigned.
Other Skills and Requirements
Banking is regulated; maintain proficiency in bank policies and laws, and complete compliance training on time.
Willing to register and maintain registry with the Nationwide Mortgage Licensing System (NMLS).
Proficient in Microsoft Outlook 365; able to learn banking software.
Strong consumer lending skills are preferred.
Ability to generate new financial relationships through outbound calls and relationship-building.
Ability to interact with customers and clearly explain concepts, ideas, and product information.
Strong product knowledge for selling and cross-selling expectations.
Ability to interpret written, oral, diagram, or schedule instructions.
Sound mathematical and analytical skills.
Excellent organizational skills and ability to multi-task; flexibility.
Ability to lift and carry up to 25 lbs.
Availability to work all hours of operations.
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Location: Ravenswood, West Virginia, United States. 100% in office; work hours in a designated WesBanco location.
Details Market: Morgantown
Work Hours per Week: 37.5
Full-Time/Part-Time: Full-time
Area of Interest: Retail Services
All Locations: Ravenswood, West Virginia, United States
Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description 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.
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 cross-sells to reach goals.
Communicates and partners effectively with branch staff and peers to promote a team environment.
Monitors performance against banking center goals and initiates promotions as needed.
Executes outbound calling activities, cross-sells, and makes 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 support 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 banking matters and resolves problems/issues.
Builds working relationships with internal partners and seeks constructive feedback.
Demonstrates sound judgment by following guidelines and using available resources.
Maintains security controls to protect against risks and fraud.
Keeps sensitive information confidential and secure.
Supports the Banking Center team by answering calls and performing duties to meet customer needs.
Other duties may be assigned.
Other Skills and Requirements
Banking is regulated; maintain proficiency in bank policies and laws, and complete compliance training on time.
Willing to register and maintain registry with the Nationwide Mortgage Licensing System (NMLS).
Proficient in Microsoft Outlook 365; able to learn banking software.
Strong consumer lending skills are preferred.
Ability to generate new financial relationships through outbound calls and relationship-building.
Ability to interact with customers and clearly explain concepts, ideas, and product information.
Strong product knowledge for selling and cross-selling expectations.
Ability to interpret written, oral, diagram, or schedule instructions.
Sound mathematical and analytical skills.
Excellent organizational skills and ability to multi-task; flexibility.
Ability to lift and carry up to 25 lbs.
Availability to work all hours of operations.
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