Licensed Senior Personal Banker
2 weeks ago
Job Title - Department
Licensed Senior Personal Banker - Court Avenue
Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be at the Court Avenue Banking Center.
MarketLouisville Southern Indiana
Work Hours per Week
37.5
Requirements
High school diploma required; Bachelor's Degree preferred
FINRA SIE & Series 6 Licenses required
State Life & Health and Series 63 or 66 licenses must be obtained within 90 days of start date
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the Safe Act requirements
Minimum of three years of banking, investments, cash handling, sales, and customer service experience preferred
Supervisory or leadership skills desired
Job DescriptionSUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Licensed Senior Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Licensed Senior Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Licensed Senior 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 Licensed Senior Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail and WesBanco Securities, Inc. customers and consistent cross selling of new and existing Retail banking relationships. The Licensed Senior 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 Licensed Senior Personal Banker is responsible to comply with all established Bank and WesBanco Securities, Inc. 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.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors
Develop and maintain a high standard in customer relations and customer courtesy
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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, WesBanco Securities, Inc. solutions, 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 and WesBanco Securities, Inc. 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 including processing teller transactions as needed
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
OTHER 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
Excellent Customer Service
Business development (inside and outside)
Relationship building
Proactive selling and referring of non-traditional solutions through WesBanco Securities, Inc. and Wealth Management
Must have strong product knowledge for the level of selling and cross selling performance expected with position
Must have excellent organizational skills and the ability to multi-task and to be flexible
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs
Sound mathematical and analytical skills preferred
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