Private Client Associate - Private Banking CLE - Cleveland, OH

Location

100% in office at designated Wes Banco locations. Consideration for location:
Cleveland - Cleveland, OH and Belden - North Canton, OH.

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

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

• 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.

• Ability to acquire knowledge of core lending and deposit products and systems.
• Must have ability to develop fundamental understanding of Bank services and operations.
• Ability to interact professionally with Bank employees, business partners, customers and prospects.

• 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.

• 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.

• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
• Possess clear, concise and effective written and verbal communication.
• Must be attentive to detail.

• 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.
• Ability to multi-task and prioritize tasks.