Wealth Management Client Services Associate

WesBanco Bank, Inc.; Starr's Corners (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

WesBanco Bank, Inc. is seeking a Private Client Associate to provide support services for Private Banking, including business processing, customer service interactions, and bank operations tasks. The role requires strong interpersonal and communication skills, the ability to multi-task, and a professional demeanor while delivering service that differentiates WesBanco from competitors.

Office-based with a full-time schedule in Canfield Wealth Mgmt. locations in 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

Attention to detail

Professional demeanor

Team player

Education

Associate degree

Bachelor's degree

Job description

WesBanco Bank, Inc. is seeking a Private Client Associate to provide support services for Private Banking, including business processing, customer service interactions, and bank operations tasks. The role requires strong interpersonal and communication skills, the ability to multi-task, and a professional demeanor while delivering service that differentiates WesBanco from competitors.

Office-based with a full-time schedule in Canfield Wealth Mgmt. locations in Canfield, OH.