Private Banker - Akron - North Canton, OH

WesBanco Bank Inc.; North Canton (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Banker to provide exceptional banking services to high-net-worth individuals. This role involves meeting the credit and depository needs of clients while promoting a range of banking products. The ideal candidate will have a strong background in private banking, sales, and wealth management, with excellent communication and relationship management skills. Join a dynamic team where you can make a significant impact in the wealth management sector and help clients achieve their financial goals.

Qualifications

• Minimum of five years of private banking or lending experience required.
• Strong relationship management and business development skills are essential.

Responsibilities

• Provide full-service banking to high-net-worth individuals.
• Develop new business by promoting bank services and products.

Skills

Private Banking Experience

Sales and Business Development

Trust and Wealth Management

Effective Communication Skills

Relationship Management

Education

Bachelor's Degree in Business, Finance or Accounting

Tools

Microsoft Office

Job description

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Private Banker - Akron

#22-7818

North Canton, Ohio, United States

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Location

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 in the Belden Banking Center.

Market

Akron

Work Hours per Week

40

Requirements

Minimum of five 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, required.

Bachelors' degree in Business, Finance or Accounting is preferred

Formal credit training is preferred.

Ties to the area or knowledge of the local market, preferred.

Job Description

SUMMARY

In this position, individual will be responsible for providing full-service banking to high-net-worth individuals.

ESSENTIAL FUNCTION

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Meets the credit and depository needs of high-net-worth customers.

Calls on current customers and prospects to develop new business by promoting bank services and products.

Cross-sells all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.

Represents the bank in civic, community, and industry function to network and develop additional business.

Stays informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.

Assists less experienced staff with complex accounts and relationships (mentoring).

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

CERTIFCATIONS/LICENSING

Series 7 and 66 license is a plus.

INTERPERSONAL SKILLS

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

Strong relationship management and business development skills.

Excellent team player.

EMPLOYEE SKILLS

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.

COMPUTER SKILLS

Proficiency in Microsoft Office products including Word, Excel and Outlook.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Full-Time/Part-Time

Full-time

Area of Interest

Wealth Management

All Locations

North Canton, Ohio, United States