Personal Banker - Youngstown Main

Location

This position is 100% in office. The employee will work their scheduled work hours in a designated Wes Banco location. Consideration for location will be Youngstown Main Banking Center.

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Person al Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Person al Banker 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 Person al Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Person al Banker 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 Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

• Excellent Customer Service
• Business development (inside and outside)
• Relationship building
• Cross-selling of Bank's products and services

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Effectively assess the financial needs of Banking Center clients and make appropriate recommendations.
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
• Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell 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 a team environment and ensure goals are met.
• Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
• Executes consistent outbound calling activities inside the banking center by utilizing customer lists; cross-sells consistently and makes appropriate business line referrals as defined by location goals.
• Sets priorities and follows through on the implementation of the defined sales and service activities.
• Promotes company products and services in the community to assist in the continuing growth of the Bank.
• Supports proper functioning of all day-to-day operations, including customer service, open and close procedures, support of daily vault duties, compliance with cash control, inventory, audit and compliance requirements.
• Actively participates in regular sales and staff meetings.
• Provides service to customers and prospective customers on various banking matters, including the explanation of products and professional resolution of problems/issues.
• Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision‑making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
• Other duties may be assigned.

• Banking is a highly regulated industry; acquire and maintain proficiency in the bank’s policies and procedures and adhere to all applicable laws, rules, and regulations. Complete all assigned compliance training in a timely manner.
• Register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS) to comply with the S.A.F.E. Act Requirements.
• Proficient in Microsoft Outlook 365 and general computer skills; learn various banking software programs.
• Strong consumer lending skills preferred with a solid understanding of consumer lending products.
• Generate new financial relationships through outbound calling, internal business development and building a loyal…