Private Client Associate - Private Banking YOU

WesBanco Bank Inc.; Starr's Corners (OH); On-site; USD 52,000 - 72,000; Full time

Job summary

WesBanco Bank Inc. in Starr's Corners, Ohio seeks a Private Client Associate to provide dedicated support for Private Banking clients.

You will handle service requests, loan documentation, and deposit account operations while maintaining confidentiality and professional client interactions. Ideal candidates bring strong customer service experience, excellent communication, and the ability to multitask in a fast-paced environment.

Qualifications

• Associates Degree or higher required; Bachelor’s preferred.
• Customer service experience required.
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint).
• Strong interpersonal and written/oral communication skills.

Responsibilities

• Handles all incoming service requests for clients.
• Provides phone back-up when bankers are out on calls.
• Maintains familiarity with Private Banking products.
• Inputs loan requests (consumer and commercial).
• Assists with account origination, loan documentation, and booking in internal systems.
• Assists in credit renewal process and monitoring maturities.
• Completes deposit account opening/closing processes.
• Serves client needs regarding loans, deposits, and electronic banking.
• Coordinates and prepares marketing and account review materials.

Skills

Interpersonal skills

Customer service

Written and verbal communication

Multitasking

Attention to detail

Professional demeanor

Team player

Self-motivation

Education

Associates Degree

Bachelor’s Degree

Tools

Microsoft Office

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.

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

Customer service experience required.