Private Banker II — Wealth Growth & Relationship Leader

First National Bank Of Pennsylvania; United States; Presencial; USD 65.000 - 110.000; Jornada completa

Descripción de la vacante

First National Bank Of Pennsylvania is seeking a Private Banker 2 to grow and manage a portfolio of high-net-worth clients in the assigned region. You will market private banking services to business owners and executives, building trusted relationships and delivering tailored financial solutions.

The role emphasizes cross-selling across deposits, loans, wealth, and insurance, while coordinating with other bankers to ensure exceptional client service and accuracy in documentation.

Formación

• BA or BS required.
• 5 years of experience in private banking or related field.
• Strong skills in relationship management and cross-selling of banking products.

Responsabilidades

• Markets private banking products to business owners, executives, professionals and COIs.
• Develops and maintains private banking client relationships in assigned region.
• Analyzes financial statements and credit data to support loan approvals.
• Cross-sells deposits, loans, wealth and insurance services.
• Collaborates with other lines of business to ensure service excellence.

Conocimientos

Client relationship management

Sales and cross-sell

Communication

Interpersonal skills

Organization

MS Word

MS Excel

Multi-tasking

Credit underwriting

Educación

BA or BS

Descripción del empleo

First National Bank Of Pennsylvania is seeking a Private Banker 2 to grow and manage a portfolio of high-net-worth clients in the assigned region. You will market private banking services to business owners and executives, building trusted relationships and delivering tailored financial solutions.

The role emphasizes cross-selling across deposits, loans, wealth, and insurance, while coordinating with other bankers to ensure exceptional client service and accuracy in documentation.