Private Client Associate: Wealth Management Support

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

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.