United Bank
Parkersburg, WV, USA
United Bank United Bank is an Equal Opportunity employer.Applicants and employees are considered for positions and are evaluatedwithout regard to mental or physical disability, race, color, religion,gender, national origin, age, genetic information, military or veteranstatus, sexual orientation, marital status, gender identity, or anyother protected Federal, State/Province or Local status unrelated to theperformance of the work involved. Location: Parkersburg, WV, US, 26101 Company: United Bank Job Description The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners. RESPONSIBILITIES MAY INCLUDE: Support in the administration of trust, investment, retirement accounts. Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information Monitor and review daily reports for accuracy, action items, resolution and follow-up. Assist with account opening, asset transfer, account terminations, and special asset management. Responsible for performing daily account administration and client service activities such as processing checks, generating daily reports, reviewing cash balances and processing of trade instructions. Respond to Audit and internal compliance requests as necessary. Responsible to handle certain routine to moderately complex client matters and undertake research or take needed action to resolve. Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities. Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met. Assist in the completion of expense reports and other related requirements for professionals. Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s). Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements and distributions are set up and tax documentation is in order. Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support. Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. Participate in special projects and identify process improvements. Qualifications High school diploma or equivalent is required. Bachelor's degree is highly desired. Minimum of two (2) years of working experience in a professional related position is required or requirement may be substituted with a bachelor's degree in a related field such as business administration or finance and prior work or educational experience in analyzing and interpreting financial and investment concepts. Advanced level proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required Prior banking or wealth management-related experience is highly desired FINRA licenses (S7, S66, Life & Health) or ability to obtain is highly desired Expected to become familiar with and learn Wealth Management/Brokerage products Excellent written and verbal communication skills required Strong organizational skills required Ability to multi-task and work both in team settings and independently in a fast-paced environment to meet deadlines required Ability to interact in a professional demeanor with all levels of staff, including Executive Management, and customers required Strong focus on customer service skills required KEY COMPETENCIES: Professionalism Microsoft Office Proficiency Detail oriented Customer service-focused Self-motivated and reliant Essential Functions: Sitting for extended periods of time Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components Ability to converse and exchange information with all levels of staff within organization Ability to observe, perceive, identify, and translate data Company Profile With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential. Nearest Major Market: Marietta Job Segment: Clerical, Bank, Banking, Administrative Assistant, Administrative, Finance, Customer Service PI117133507
United Bank United Bank is an Equal Opportunity employer.Applicants and employees are considered for positions and are evaluatedwithout regard to mental or physical disability, race, color, religion,gender, national origin, age, genetic information, military or veteranstatus, sexual orientation, marital status, gender identity, or anyother protected Federal, State/Province or Local status unrelated to theperformance of the work involved. Location: Parkersburg, WV, US, 26101 Company: United Bank Job Description The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners. RESPONSIBILITIES MAY INCLUDE: Support in the administration of trust, investment, retirement accounts. Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information Monitor and review daily reports for accuracy, action items, resolution and follow-up. Assist with account opening, asset transfer, account terminations, and special asset management. Responsible for performing daily account administration and client service activities such as processing checks, generating daily reports, reviewing cash balances and processing of trade instructions. Respond to Audit and internal compliance requests as necessary. Responsible to handle certain routine to moderately complex client matters and undertake research or take needed action to resolve. Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities. Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met. Assist in the completion of expense reports and other related requirements for professionals. Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s). Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements and distributions are set up and tax documentation is in order. Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support. Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. Participate in special projects and identify process improvements. Qualifications High school diploma or equivalent is required. Bachelor's degree is highly desired. Minimum of two (2) years of working experience in a professional related position is required or requirement may be substituted with a bachelor's degree in a related field such as business administration or finance and prior work or educational experience in analyzing and interpreting financial and investment concepts. Advanced level proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required Prior banking or wealth management-related experience is highly desired FINRA licenses (S7, S66, Life & Health) or ability to obtain is highly desired Expected to become familiar with and learn Wealth Management/Brokerage products Excellent written and verbal communication skills required Strong organizational skills required Ability to multi-task and work both in team settings and independently in a fast-paced environment to meet deadlines required Ability to interact in a professional demeanor with all levels of staff, including Executive Management, and customers required Strong focus on customer service skills required KEY COMPETENCIES: Professionalism Microsoft Office Proficiency Detail oriented Customer service-focused Self-motivated and reliant Essential Functions: Sitting for extended periods of time Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components Ability to converse and exchange information with all levels of staff within organization Ability to observe, perceive, identify, and translate data Company Profile With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential. Nearest Major Market: Marietta Job Segment: Clerical, Bank, Banking, Administrative Assistant, Administrative, Finance, Customer Service PI117133507
United Bank
Parkersburg, WV, USA
United Bank United Bank is an Equal Opportunity employer.Applicants and employees are considered for positions and are evaluatedwithout regard to mental or physical disability, race, color, religion,gender, national origin, age, genetic information, military or veteranstatus, sexual orientation, marital status, gender identity, or anyother protected Federal, State/Province or Local status unrelated to theperformance of the work involved. Location: Parkersburg, WV, US, 26101 Company: United Bank Job Description The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services on a daily basis and have the ability and desire to interact in a team environment and be willing to contribute to the team efforts. RESPONSIBILITIES: Operate with accuracy and efficiency the appropriate core banking systems and a sales associate window as follows: Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies. Accept payments for all loans/lines of credit. Process the redemption of U.S. Savings Bonds. Process night depository, ATM and mail deposits, if applicable. Provide additional customer services including processing/issuance of official bank checks and credit card cash advances Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits Adhere to cash differences/controllable losses policy Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash, and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds Verify signatures and account ownership as required. Exercises discretion, judgment, and initiative regarding transaction problems and inquiries Comply with all department and company policies, procedures and overall security; Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards . May be responsible for branch opening/closing procedures May escort customers to safe deposit boxes in accordance with the Bank's safe deposit box policy and security procedures May assist in opening/closing of branch vaults under dual control As needed, order, receive, verify, and distribute cash in accordance with bank policy Promote and maintain positive relationships with all internal and external customers Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours Qualifications High school diploma or equivalent; Successful completion of the Bank's in-house Sales Associate Training Program. Previous customer service contact experience is highly desired. Ability to demonstrate a sales oriented professional demeanor Excellent communication skills Experience in handling money preferred Proficiency in Microsoft Office Products (Word, Excel) required Understanding and working knowledge of appropriate core banking system is a plus Detailed oriented; Strong interpersonal skills; Professionalism and confidentiality is essential Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis Flexibility on work schedule as business needs arise KEY COMPETENCIES: Customer Service Interpersonal Skills Dependability (Attendance & Punctuality) Task Management ESSENTIAL FUNCTIONS: Sitting and standing for extended periods of time. Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to travel via airplane, automobile, bus and/or train Company Profile With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential. Nearest Major Market: Marietta Job Segment: Outside Sales, Bank, Banking, Administrative Assistant, Sales, Finance, Administrative PI116958950
United Bank United Bank is an Equal Opportunity employer.Applicants and employees are considered for positions and are evaluatedwithout regard to mental or physical disability, race, color, religion,gender, national origin, age, genetic information, military or veteranstatus, sexual orientation, marital status, gender identity, or anyother protected Federal, State/Province or Local status unrelated to theperformance of the work involved. Location: Parkersburg, WV, US, 26101 Company: United Bank Job Description The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services on a daily basis and have the ability and desire to interact in a team environment and be willing to contribute to the team efforts. RESPONSIBILITIES: Operate with accuracy and efficiency the appropriate core banking systems and a sales associate window as follows: Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies. Accept payments for all loans/lines of credit. Process the redemption of U.S. Savings Bonds. Process night depository, ATM and mail deposits, if applicable. Provide additional customer services including processing/issuance of official bank checks and credit card cash advances Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits Adhere to cash differences/controllable losses policy Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash, and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds Verify signatures and account ownership as required. Exercises discretion, judgment, and initiative regarding transaction problems and inquiries Comply with all department and company policies, procedures and overall security; Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards . May be responsible for branch opening/closing procedures May escort customers to safe deposit boxes in accordance with the Bank's safe deposit box policy and security procedures May assist in opening/closing of branch vaults under dual control As needed, order, receive, verify, and distribute cash in accordance with bank policy Promote and maintain positive relationships with all internal and external customers Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours Qualifications High school diploma or equivalent; Successful completion of the Bank's in-house Sales Associate Training Program. Previous customer service contact experience is highly desired. Ability to demonstrate a sales oriented professional demeanor Excellent communication skills Experience in handling money preferred Proficiency in Microsoft Office Products (Word, Excel) required Understanding and working knowledge of appropriate core banking system is a plus Detailed oriented; Strong interpersonal skills; Professionalism and confidentiality is essential Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis Flexibility on work schedule as business needs arise KEY COMPETENCIES: Customer Service Interpersonal Skills Dependability (Attendance & Punctuality) Task Management ESSENTIAL FUNCTIONS: Sitting and standing for extended periods of time. Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to travel via airplane, automobile, bus and/or train Company Profile With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential. Nearest Major Market: Marietta Job Segment: Outside Sales, Bank, Banking, Administrative Assistant, Sales, Finance, Administrative PI116958950