WesBanco · 7 hours ago
VP & Private Banker - Private Banking FIN
Findlay, OH
Full-time
Onsite
Mid, Senior Level
5+ years expWesBanco is seeking a VP & Private Banker to provide full-service banking to high-net-worth individuals. The role involves developing new business, promoting bank services, and managing customer relationships while adhering to banking regulations.
BankingFinanceFinancial Services
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 less experienced staff with complex accounts and relationships (mentoring)
Qualification
Required
Willingness to provide a level of service which will clearly differentiate us from our competitors
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
Strong relationship management and business development skills
Excellent team player
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 less experienced staff with complex accounts and relationships (mentoring)
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
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
Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience
Preferred
Candidate with ties to the area or knowledge of the local market
Bachelors' Degree in Business, Finance or Accounting
Formal credit training
Series 7 and 66 license
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
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