Financial Services Representative

3 weeks ago


Damascus, Maryland, United States WesBanco Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at WesBanco Securities. As a key member of our team, you will be responsible for providing exceptional investment counseling to our clients and promoting our securities products.

Key Responsibilities
  • Prospect and establish business relationships with clients to provide investment and insurance solutions.
  • Profile clients and recommend suitable investment and insurance products.
  • Provide outstanding client service and support to ensure client satisfaction.
  • Manage and monitor customer service requests, transfers, exchanges, and transactions.
  • Participate in seminars, branch training, and community events to support Securities.
  • Coach and train Senior and Licensed Personal Bankers and branch employees.
Requirements

To be successful in this role, you will need to possess:

  • Strong interpersonal and communication skills.
  • Proven sales skills and ability to generate business opportunities.
  • Ability to work in a highly regulated industry and maintain proficiency in bank policies and procedures.
  • Proficiency in Microsoft Office products and ability to learn various software systems.
  • Self-motivation and ability to handle travel to assigned offices.
What We Offer

As a Financial Services Representative at WesBanco Securities, you will have the opportunity to work in a dynamic and supportive environment, with a competitive compensation package and opportunities for professional growth and development.



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