Private Banker II: Wealth & Mortgage Advisor

F.N.B. Corporation; Cleveland (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

F.N.B. Corporation is seeking a Private Banker 2 to market private banking services to business owners and executives within an assigned region. You will develop client relationships, provide high service quality, and cross-sell wealth, insurance, and deposit products.

The role requires strong analytical and interpersonal skills, plus a background in underwriting and experience with closed referrals to Wealth management. Location: Cleveland area with regional travel as needed.

Qualifications

• BA or BS required for private banking role.
• Minimum 5 years of experience in private banking/sales.
• Strong organizational, analytical and interpersonal skills.

Responsibilities

• Markets private banking products to business owners, executives, professionals and COIs within a region.
• Develops and nurtures referral networks with internal partners and external COIs.
• Maintains private banking relationships and cross-sells deposits, loans, wealth and insurance services.
• Analyzes financial statements, tax returns, credit reports, and appraisals to support loan decisions.
• Provides knowledge in private banking, underwriting, personal finance, wealth management and insurance.
• Performs other related duties as assigned.

Skills

Relationship management

Sales acumen

Financial analysis

Cross-sell strategies

Customer service

Communication skills

Education

BA/BS

Tools

MS Word

MS Excel

Job description

F.N.B. Corporation is seeking a Private Banker 2 to market private banking services to business owners and executives within an assigned region. You will develop client relationships, provide high service quality, and cross-sell wealth, insurance, and deposit products.

The role requires strong analytical and interpersonal skills, plus a background in underwriting and experience with closed referrals to Wealth management. Location: Cleveland area with regional travel as needed.