Senior Personal Banking Specialist

2 weeks ago


Charleston, West Virginia, United States WesBanco Bank Inc. Full time

Job Title - Department
Senior Personal Banking Specialist - WesBanco Bank Inc.
Location

This role requires full-time presence in an office setting at a designated WesBanco location.

Market: Charleston, Huntington, South East Ohio
Work Hours per Week: 37.5

Requirements:

- High school diploma is mandatory; Bachelor's Degree is preferred.

- Must possess FINRA SIE & Series 6 Licenses.

- State Life & Health and Series 63 or 66 licenses must be acquired within 90 days of employment.

- Willingness to register and maintain compliance with the Nationwide Mortgage Licensing System and Registry (NMLS) as per Safe Act requirements.

- A minimum of three years in banking, investments, cash handling, sales, and customer service is preferred.

- Supervisory or leadership experience is advantageous.

Job Overview:

The Senior Personal Banking Specialist plays a crucial role in cultivating a positive workplace atmosphere that encourages, motivates, and recognizes outstanding performance. This position is responsible for delivering exceptional customer service while identifying sales opportunities and executing account transactions. The Specialist will focus on daily sales initiatives and proactively engage with customers to address their banking needs through both in-person and telephone interactions.

Additionally, the Specialist will dedicate significant time to initiating outbound calls aimed at effective customer onboarding, prospecting new clients, and consistently cross-selling banking products and services. Participation in community service initiatives and collaboration with the Banking Center Manager on targeted sales activities is also expected.

Customer Service Skills:

- Commitment to providing a level of service that distinctly sets us apart from competitors.

- Develop and uphold high standards in customer relations and courtesy.

Interpersonal Skills:

- Maintain a professional demeanor in appearance, interactions, work ethic, and attitude.

- Exhibit clear, concise, and effective written and verbal communication skills to convey thoughts and ideas to both colleagues and customers.

Key Responsibilities:

- Assess the financial needs of clients and provide suitable recommendations.

- Consistently achieve and surpass defined sales targets for loans, deposits, and other banking solutions.

- Foster a sales-oriented culture within the banking center by effectively selling and cross-selling products and services.

- Collaborate with branch staff to promote a team environment and ensure collective goals are met.

- Monitor performance against banking center objectives and adjust individual goals as necessary.

- Engage in outbound calling activities to cross-sell and refer business lines as per location goals.

- Prioritize and implement defined sales and service activities.

- Promote company offerings within the community to support the Bank's growth.

- Ensure the smooth operation of daily activities, including customer service and compliance with cash control measures.

- Actively participate in sales and staff meetings.

- Provide assistance to customers regarding various banking matters and resolve issues professionally.

- Build effective working relationships with internal partners and seek constructive feedback.

- Exercise sound judgment and decision-making while adhering to established guidelines.

- Maintain security protocols to protect against risks and ensure confidentiality of sensitive information.

- Contribute to a team environment by assisting with incoming calls and supporting the Banking Center's success.

Additional Requirements:

- Proficiency in the bank's policies and procedures, along with adherence to applicable laws and regulations.

- Strong customer service orientation.

- Experience in business development and relationship building.

- Proactive in selling and referring solutions through WesBanco Securities, Inc. and Wealth Management.

- Strong product knowledge is essential for effective selling and cross-selling.

- Excellent organizational skills and ability to multitask.

- Proficiency in Microsoft Outlook 365 and various banking software programs.

- Strong mathematical and analytical skills are preferred.



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