Personal Banker - Wauseon, OH

WesBanco; Wauseon (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Community service opportunities

Sales incentives

Job summary

WesBanco is seeking a motivated Personal Banker for their Wauseon, OH location. This in-office role emphasizes outstanding customer service and proactive sales efforts, aiming to build strong client relationships.

The Personal Banker will perform account transactions, identify sales opportunities, and assist with community events. Candidates should exhibit strong customer service skills, proficiency in Microsoft Outlook, and an understanding of consumer lending.

Qualifications

• Must acquire and maintain proficiency in the bank's policies and procedures.
• Proficient in Microsoft Outlook 365 and various banking software programs.
• Background in banking, cash handling, and sales preferred.

Responsibilities

• Provide excellent customer service while identifying sales opportunities.
• Build strong relationships with clients and promote banking products.
• Initiate outbound calls to onboard customers and prospect new clients.

Skills

Customer Service

Sales Skills

Relationship Building

Outbound Calling

Financial Acumen

Education

High school diploma

Tools

Microsoft Outlook 365

Banking Software

Job description

This position is 100% in office at the WesBanco location in Wauseon, OH. Employees will work their scheduled hours at the designated banking center.

Summary

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer‑based and business relationship‑building efforts of a full‑service banking center, focusing primarily on daily sales initiatives and proactive customer interaction by meeting with customers in person and via phone. The Personal Banker is expected to spend significant time initiating outbound telephone calls to onboard customers, prospect new retail customers, and cross‑sell banking products. They also assist the Banking Center Manager with targeted outside sales activities and participate in community service opportunities within the specific community or market. From an operational standpoint, the Personal Banker must comply with all established bank policies, procedures, and security measures and may serve as a teller, supervisor, or support various operational objectives as assigned.

Essential Functions

• Excellent Customer Service
• Business development (inside and outside)
• Relationship building
• Cross‑selling of the Bank’s products and services

Essential Duties and Responsibilities

• Personally models the standards of the Bank’s Mission, Vision, and Pledge.
• Assesses the financial needs of Banking Center clients and makes appropriate recommendations to fulfill those needs.
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals, and profitability.
• Promotes the sales culture within the banking center by strongly selling and cross‑selling the Bank’s products and services to reach individual and team sales goals.
• Communicates and partners effectively with branch staff and peers to promote a team environment and ensure goals are met.
• Monitors performance against the banking center goals, adjusting individual goals and initiating sales promotions as needed.
• Executes consistent outbound calling activities within the banking center using customer lists, cross‑selling, and making business line referrals as defined by location goals.
• Sets priorities and follows through on the implementation of defined sales and service activities.
• Promotes company products and services in the community to assist in the continuing growth of the Bank.
• Supports the proper functioning of all day‑to‑day operations, including customer service, open/close procedures, vault duties, control of cash levels, inventory supply, audit, and compliance requirements.
• Actively participates in regular sales and staff meetings.
• Provides service to current and prospective customers on various banking matters, including explaining products and professionally resolving problems/issues.
• Builds successful working relationships with internal business partners and seeks constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making by following established guidelines and procedures and utilizing appropriate resources when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal, fraudulent operations, and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and performing additional duties assigned to support the success of the Banking Center.
• Other duties may be assigned.

Other Skills and Requirements

• Must acquire and maintain proficiency in the bank’s policies and procedures and comply with all applicable laws, rules, and regulations; all assigned compliance training must be completed in a timely manner.
• Must be willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with the S.A.F.E. Act requirements.
• Proficient in Microsoft Outlook 365; proficient computer skills are required and the ability to learn various Banking Software programs is expected.
• 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.
• Must possess the ability to effectively interact, build positive customer relationships, and clearly express concepts, ideas, and product information verbally and in writing.
• Must have strong product knowledge for the level of selling and cross‑selling performance expected in this position.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Sound mathematical and analytical skills preferred.
• Must have excellent organizational skills and the ability to multi‑task and be flexible.
• Ability to lift and carry up to 25 lbs.
• Must be available to work all hours of operations.
• High school diploma required.
• Banking, cash handling, sales, and customer service experience preferred.
• Supervisory or leadership skills desired.