What are the responsibilities and job description for the Private Client Associate - Team Lead - Private Banking position at WesBanco Bank, Inc.?
Summary
The Private Client Associate Team Lead provides support services for Private Bankers, assists the VP – PB Operations with monthly reporting, and supervises and mentors a team of Private Client associates. Duties include business processing, customer service interactions, bank operations tasks, monthly departmental reporting, and development and coaching of employees.
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
Manages and develops Private Client Associates. Provide opportunities for growth and development and most importantly, leading by example.
Recruits and hires additional Private Client Associates.
Manages the performance evaluation process with input from Senior Management
Assists with the preparation and distribution of Private Client Executive production reports, and at times may be responsible for the entire whole report.
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.
Other Qualifications
Must be able to multi-task and prioritize tasks.
Must have ability to develop fundamental understanding of Bank services and operations.
Ability to interact professionally with Bank employees, business partners, customers and prospects.
Customer Service Skills
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.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise and effective written and verbal communication.
Must be attentive to detail.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.
Reasoning Skills
Ability to provide common sense understanding to carry out detailed written and verbal directions.
Technical Skills
Proficient in Microsoft Office products including Outlook, Word, PowerPoint and Excel.
Ability to become proficient in various other systems.
Other Skills and Abilities
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
Supervisor Responsibilities
May be responsible for directly supervising employees in the designated functional area. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Associate degree or bachelor’s degree in a related field preferred.
Three years of banking related work experience required.
Customer service experience required.
Supervisory or leadership experience required; preference is a minimum of 2 years management experience in the financial services industry with private banking management experience preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
The Private Client Associate Team Lead provides support services for Private Bankers, assists the VP – PB Operations with monthly reporting, and supervises and mentors a team of Private Client associates. Duties include business processing, customer service interactions, bank operations tasks, monthly departmental reporting, and development and coaching of employees.
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
Manages and develops Private Client Associates. Provide opportunities for growth and development and most importantly, leading by example.
Recruits and hires additional Private Client Associates.
Manages the performance evaluation process with input from Senior Management
Assists with the preparation and distribution of Private Client Executive production reports, and at times may be responsible for the entire whole report.
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.
Other Qualifications
Must be able to multi-task and prioritize tasks.
Must have ability to develop fundamental understanding of Bank services and operations.
Ability to interact professionally with Bank employees, business partners, customers and prospects.
Customer Service Skills
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.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise and effective written and verbal communication.
Must be attentive to detail.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.
Reasoning Skills
Ability to provide common sense understanding to carry out detailed written and verbal directions.
Technical Skills
Proficient in Microsoft Office products including Outlook, Word, PowerPoint and Excel.
Ability to become proficient in various other systems.
Other Skills and Abilities
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
Supervisor Responsibilities
May be responsible for directly supervising employees in the designated functional area. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Associate degree or bachelor’s degree in a related field preferred.
Three years of banking related work experience required.
Customer service experience required.
Supervisory or leadership experience required; preference is a minimum of 2 years management experience in the financial services industry with private banking management experience preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
