
Private Client Associate - Private Banking YOU
Canfield, OHJobSeen 2w agoSeen in employer's feed 1 day ago
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Requirements
Credentials this posting asks for.
Job overview
The Private Client Associate supports Private Banking through business processing, customer service interactions, and bank operations. The role handles customer service requests, assists with loan and deposit account processes, and supports credit renewals and account reviews. It requires an associate degree with at least three years of related work experience, or a bachelor's degree in a related field, along with customer service experience.
Skills & qualifications
Skills
Qualifications
Full job description
SUMMARY: The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. 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. Ability to multi-task throughout the work day. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills. Must be attentive to detail. Ability to interact professionally with Bank employees, business partners, customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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 REQUIREMENTS: Ability to acquire knowledge of core lending and deposit products and systems. Must have ability to develop fundamental understanding of Bank services and operations. 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. Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions. Ability to provide common sense understanding to carry out detailed written and verbal directions. Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Ability to maintain confidentiality. Must possess strong organization and planning skills. Must be self-motivated. Excellent team player. Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required. Customer service experience required. WesBanco is an Equal Opportunity, AA Employer. EOE//Disabled/Veteran
How this job compares
Set against the 33,881 open Customer Service jobs on Olive Jobs, counted November 4, 2026.
- Pay
- This postingNot listed
- Ohio median$50–55K/yr87 salary ranges
- Ohio median$17–21/hr699 hourly ranges
- Openings
- Olive Jobs lists 1,690 open Customer Service jobs in Ohio and 33,881 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in Ohio
- Home Depot106 open
- Walmart87 open
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- Experience
- This posting asks for at least 3 years of experience — more than three in four Customer Service postings that state a minimum ask for (median 1 year, across 8,827 postings).
- Education
- 1,385 of the 33,881 open Customer Service jobs (4%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 4, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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