Retail Banking Officer - Springfield - Springfield, OH
Listed on 2025-12-31
-
Sales
Banking & Finance, Financial Sales -
Finance & Banking
Banking & Finance, Financial Sales
Location
This position is 100% in office. The employee will work full time in an office in a designated Wes Banco location. Consideration for location will be Springfield OH.
MarketCincinnati
Work Hours per Week37.5
Requirements- High school diploma required.
- Banking, cash handling, sales, and customer service experience required.
- Supervisory or leadership skills required.
SUMMARY: Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers.
The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships.
The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS- Excellent Customer Service
- Provides leadership to the banking center for daily sales, service and operations
- Assists with coaching, training and developing the staff
- Relationship building
- Successfully promotes Bank's products and services
- Personally models the standards of the Bank's Mission, Vision, and Pledge.
- Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
- Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
- Promotes the sales culture within the banking center through their sales‑related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals.
- Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals.
- Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results.
- Educates bank team on uncovering opportunities to help advance financial wellness of customers.
- Sets priorities and follows through on the implementation of the defined sales and service activities.
- Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
- Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing.
- Supports proper functioning of all day‑to‑day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
- Actively participates in regular sales and staff meetings. Leads meetings as assigned.
- Provides service to customers and prospective customers on…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).