Job Description
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Associate Private Banker - Private Banking COL
#31-8231
Columbus, Ohio, United States
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Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH.
Market
Columbus
Work Hours per Week
37.5
Requirements
Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience.
Bachelor's degree in business, Finance or Accounting is preferred.
Job Description
Summary
Responsible for providing full-service banking to high-net-worth individuals.
Essential Function
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Essential Duties and Responsibilities
Meet the credit and depository needs of high-net-worth customers.
Call on current customers and prospects to develop new business by promoting bank services and products.
Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
Represent the bank in civic, community, and industry function to network and develop additional business.
Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
Assist experienced staff in managing existing book of business
Licenses & Certifications
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.
Technical Skills
Proficient in Microsoft Office products including Outlook, Word and PowerPoint.
Ability to become proficient in various other systems.
Other Skills and Abilities
Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
Working knowledge of account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and loan approval process.
Working knowledge of credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Knowledge of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate and gift tax principles.
Candidate with ties to the area or knowledge of the local market (preferred).
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Willingness to learn new skills under guidance of Private Banking team lead.
Excellent team player.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Full-Time/Part-Time
Full-time
Area of Interest
Wealth Management
All Locations
Columbus, Ohio, United States
WesBanco is an Equal Opportunity, AA Employer. EOE//Disabled/Veteran
