Personal Banker - Fairlawn
Company: WesBanco Bank Inc.
Location: Fairlawn
Posted on: March 12, 2025
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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.
Required to effectively assess the financial needs of Banking
Center clients and make an appropriate recommendation to fulfill
the needs of the client.
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 in order to reach individual and team sales
goals.
Communicates and partners effectively with branch staff and peers
to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals
by adjusting individual goals and initiating sales promotions as
needed to meet those goals.
Executes consistent, outbound calling activities inside the banking
center by utilizing customer lists. Cross-sells consistently and
makes appropriate business line referrals as defined by location
goals.
Sets priorities and follows through on the implementation of the
defined sales and service activities.
Promotes company products and services in the community to assist
in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including,
but not limited to: customer service, open and close procedures,
support of daily vault duties, comply to the control of cash
levels, and adhere to the adequate supply of inventory, audit and
compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various
banking matters including the explanation of products being offered
and professional resolution of problems/issues.
Builds successful working relationships with internal business
partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following
established guidelines and procedures while utilizing appropriate
resources for assistance when needed.
Maintains prescribed security controls to protect self and the
banking center against criminal and fraudulent operations and
unnecessary risks or exposures.
Maintains 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 a 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. You
will also be expected to 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 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.
Must possess the ability to effectively interact and build positive
customer relationships and be able to clearly express concepts,
ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and
cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in
written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to
multi-task and to be flexible.
Ability to 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.
Keywords: WesBanco Bank Inc., Akron , Personal Banker - Fairlawn, Other , Fairlawn, Ohio
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