Private Banker Officer - Private Banking TOL

About the role

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 Monroe Street - Sylvania, OH.

Responsibilities

• Meet the credit and depository needs of high-net-worth customers.
• Call on current customers and prospects to develop new business by promoting bank services and products.
• Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
• Represent the bank in civic, community, and industry function to network and develop additional business.
• Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
• Aid less experienced staff with complex accounts and relationships (mentoring).

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.
• Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
• Working knowledge of account opening policies and procedures.
• Understanding of regulatory guidelines.
• Working knowledge of the loan application and loan approval process.
• Working knowledge of credit analysis and lending functions.
• Knowledge of financial ratios and business principles.
• Knowledge of financial planning.
• Familiarity with fiduciary principles and prudent investing concepts.
• Basic knowledge of income, estate and gift tax principles.
• Candidate with ties to the area or knowledge of the local market (preferred).
• Proficiency in Microsoft Office products including Word, Excel and Outlook.

Qualifications

• Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience.
• Bachelors’ Degree in Business, Finance or Accounting is preferred.
• Formal credit training is preferred.
• Series 7 and 66 license is a plus.