Private Client Associate - Private Banking COL

About the role

This position is 100% in office. The employee will work full time in an office in a designated WesBanco location.

Responsibilities

• Handles all incoming requests for service for customers.
• Provides phone back-up when bankers are out on sales calls.
• Maintains familiarity with Private Banking product offerings.
• Inputs consumer and commercial loan requests.
• Affords assistance with account origination process, specifically as it relates to loan documentation and booking through internal systems.
• Affords assistance in the credit renewal process, including monitoring future maturities and line exception reports.
• Serves client needs as it relates to loan and deposit account issues and electronic banking.
• Collaborates and prepares marketing and account review materials.

Requirements

• Ability to acquire knowledge of core lending and deposit products and systems.
• Must have ability to develop fundamental understanding of Bank services and operations.
• Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
• Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.
• Ability to provide common sense understanding to carry out detailed written and verbal directions.
• Proficient in Microsoft Office products including Outlook, Word and PowerPoint.
• Ability to become proficient in various other systems.
• Affordability to maintain confidentiality.
• Must possess strong organization and planning skills.
• Must be self-motivated.
• Excellent team player.