Private Client Associate - Private Banking YOU

WesBanco, Inc.; Canfield (OH); Hybrid; USD 38,000 - 42,000; Full time

Job summary

WesBanco, Inc. in Canfield, OH is seeking a Private Client Associate to provide support services for Private Banking, including processing, customer service interactions, and standard bank operations tasks.

The role requires an Associate or Bachelor's degree or related experience, strong customer service skills, and the ability to multi-task in a professional office environment. This is a full-time, in-office position located in Canfield Wealth Mgmt. - Canfield, OH.

Qualifications

• Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required.
• Customer service experience required.

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.
• Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.
• Assists in the credit renewal process, including monitoring future maturities and line exception reports.
• Completes deposit account opening and closing process.
• Services client needs as it relates to loan and deposit account issues and electronic banking.
• Coordinates and prepares marketing and account review materials.

Skills

Customer service

Interpersonal skills

Multi-tasking

Communication skills

Attention to detail

Professional demeanor

Education

Associate or Bachelor's degree

Tools

Microsoft Office

Job description

#24-9785

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 Canfield Wealth Mgmt. - Canfield, OH or Canfield - Canfield, OH.

Market

40

Requirements

Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required.

Customer service experience required.

Job Description

SUMMARY:

The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks.

CUSTOMER SERVICE SKILLS:

Must have strong interpersonal and communication skills.

Ability to handle difficult and sensitive business situations.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Ability to multi-task throughout the work day.

INTERPERSONAL SKILLS:

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

Possess clear, concise, effective written and oral communication skills.

Must be attentive to detail.

Ability to interact professionally with Bank employees, business partners, customers and prospects.

ESSENTIAL DUTIES AND 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.

Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.

Assists in the credit renewal process, including monitoring future maturities and line exception reports.

Completes deposit account opening and closing process.

Services client needs as it relates to loan and deposit account issues and electronic banking.

Coordinates and prepares marketing and account review materials.

OTHER 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.

Ability to maintain confidentiality.

Must possess strong organization and planning skills.

Must be self-motivated.

Excellent team player.

Full-Time/Part-Time

Full-time

Area of Interest

Wealth Management

All Locations

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