Private Banking Specialist

4 days ago


Columbus, Ohio, United States WesBanco Bank Inc. Full time
Job Summary

We are seeking a highly skilled and experienced Private Banker to join our team at WesBanco Bank Inc. in Columbus, Ohio. As a Private Banker, you will be responsible for providing exceptional service to high-net-worth individuals, building strong relationships, and identifying opportunities to grow our business.

Key Responsibilities
  • Meet the credit and depository needs of high-net-worth customers
  • Develop new business by promoting bank services and products
  • Cross-sell retail products, personal trust, investment management, and financial planning services
  • Represent the bank in civic, community, and industry functions to network and develop additional business
  • Stay informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities
Requirements
  • Minimum of 5 years of private banking, retail banking management, consumer and/or commercial lending experience
  • Bachelor's Degree in Business, Finance, or Accounting is preferred
  • Formal credit training is preferred
  • Series 7 and 66 license is a plus
  • Strong relationship management and business development skills
  • Excellent team player
Preferred Qualifications
  • Candidate with ties to the area or knowledge of the local market
  • Proficiency in Microsoft Office products including Word, Excel, and Outlook


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