WesBanco
Overview
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. Responsibilities
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. Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations to fulfill those needs. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services 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 individual goals and sales promotions as needed. Executes outbound calling activities inside the banking center using customer lists; cross-sells and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of defined sales and service activities. Promotes company products and services in the community to support growth of the Bank. 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 and prospects on banking matters, including explanation of products and professional resolution of problems. Builds relationships with internal business partners and seeks constructive peer feedback when appropriate. Demonstrates sound judgment and decision making by following guidelines and using appropriate resources when needed. Maintains security controls to protect the banking center and customers from risks or losses. Maintains confidentiality of sensitive information and customer business in a secure location. Contributes to a team environment to service customer needs by answering calls and supporting other duties as assigned. Other duties may be assigned. Qualifications
High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Supervisory or leadership skills desired. Banking industry requires proficiency in the bank's policies and procedures and adherence to applicable laws and regulations; completion of compliance training in a timely manner. Willingness to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with SAFÉ Act requirements. Proficient in Microsoft Outlook 365; capable of learning various Banking Software programs. Strong consumer lending skills 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. Excellent verbal and written communication skills to clearly express concepts and product information. Strong product knowledge for the level of selling and cross selling expected. Ability to interpret various instructions 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. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations.
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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. Responsibilities
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. Effectively assesses the financial needs of Banking Center clients and makes appropriate recommendations to fulfill those needs. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services 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 individual goals and sales promotions as needed. Executes outbound calling activities inside the banking center using customer lists; cross-sells and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of defined sales and service activities. Promotes company products and services in the community to support growth of the Bank. 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 and prospects on banking matters, including explanation of products and professional resolution of problems. Builds relationships with internal business partners and seeks constructive peer feedback when appropriate. Demonstrates sound judgment and decision making by following guidelines and using appropriate resources when needed. Maintains security controls to protect the banking center and customers from risks or losses. Maintains confidentiality of sensitive information and customer business in a secure location. Contributes to a team environment to service customer needs by answering calls and supporting other duties as assigned. Other duties may be assigned. Qualifications
High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Supervisory or leadership skills desired. Banking industry requires proficiency in the bank's policies and procedures and adherence to applicable laws and regulations; completion of compliance training in a timely manner. Willingness to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with SAFÉ Act requirements. Proficient in Microsoft Outlook 365; capable of learning various Banking Software programs. Strong consumer lending skills 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. Excellent verbal and written communication skills to clearly express concepts and product information. Strong product knowledge for the level of selling and cross selling expected. Ability to interpret various instructions 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. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations.
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