Personal Banker - Peachtree

Summary

The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Peachtree Banking Center.

Responsibilities

• Foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance.
• Provide excellent customer service while identifying sales opportunities and performing account transactions.
• Identify and pursue sales opportunities, manage customer relationships, and execute sales initiatives.
• Initiate outbound telephone calls for customer onboarding, prospecting, and cross-selling of new and existing banking relationships.
• Assist in targeted outside sales activities and participate in community service opportunities.
• Operate as a teller, assist in supervising, and provide necessary additional support of the banking center's sales and operational objectives as assigned.

Essential Duties And Responsibilities

• Model the standards of the Bank's Mission, Vision, and Pledge.
• Adequately assess the financial needs of Banking Center clients and make appropriate recommendations.
• Maintain and exceed defined sales goals for loans, deposits, partner referrals, and profitability.
• Promote the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services.
• Communicate and partner effectively with branch staff and peers to ensure goals are met.
• Continuously monitor performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed.
• Execute consistent outbound calling activities inside the banking center using customer lists.
• Cross-sell products and services and make appropriate business line referrals as defined by location goals.
• Set priorities and follow through on the implementation of defined sales and service activities.
• Promote company products and services in the community to assist in the continuing growth of the Bank.
• Support proper functioning of all day-to-day operations including customer service, open and close procedures, support of daily vault duties, maintain cash levels, and adhere to audit and compliance requirements.
• Participate in regular sales and staff meetings.
• Provide service to customers and prospective customers on various banking matters including explaining products and resolving issues.
• Build successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrate sound judgment and decision making and follow established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintain prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintain 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 additional duties assigned to support the success of the Banking Center.

Other Skills And 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.
• Excellent organizational skills and the ability to multi-task and be flexible.
• Ability to lift and carry up to 25 lbs.
• Available to work all hours of operations.

Qualifications

• High school diploma required.
• Banking, Cash Handling, Sales, and Customer Service experience preferred.
• Supervisory or leadership skills desired.