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Private Banking, Personal Services

Waterford Bank Perrysburg, OH

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Title: Private Banking/Personal Services

Department: Perrysburg

Reports to: Vice President, Business Development


Functions as a Customer Service/New Accounts Representative for retail clients, performing duties that include opening various deposit related accounts, answering customer inquiries and training clients with personal online banking and bill payment products; also assists with other operational duties as needed.

Essential Duties and Responsibilities:

  • Presents and explains Bank deposit services products to clients and assists in meeting their financial needs including: Opening, closing and maintaining various time and demand deposit accounts
  • Open new accounts in accordance with Bank policy. This includes demand deposit, IRA/CD, Savings, Debit Cards
  • Responsible for coordinating the implementation process for new clients and ensure transition to new bank is executed in a seamless manner
  • Cross-Sell other Bank products through consultative needs gathering
  • Responsible for establishing and maintaining excellent customer relationships with clients
  • Assist Private Banking officers or other Bank personnel in projects that assist in the maintenance or sales efforts of personal deposit sales.
  • Responsible for updating and maintaining the New Accounts Policy and Procedure Manual
  • Promote excellent customer service and rapport with clients regarding daily inquiries and timely problem resolution.
  • Enthusiastically acknowledge and greet customers upon arrival at the Bank.
  • Assist clients on phone and in person with training of personal online banking and bill pay products.
  • Other duties as assigned

Job Qualifications:

  • High School diploma; Business degree preferred.
  • Minimum of five (5) years banking experience.
  • Strong technical skills.
  • Knowledge of Microsoft Office, especially Excel, Word, PowerPoint & MS Outlook.
  • A strong sales ability, strong interpersonal, written and verbal communication skills, and the ability to prioritize and handle multiple tasks are required.
  • Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels.

Waterford Bank, N.A. is an Equal Opportunity and Affirmative Action Employer. The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, marital status, amnesty, or status as covered veterans in accordance with applicable federal, state, and local laws.

Waterford Bank


Perrysburg, OH
43551 USA


Finance and Insurance

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