Private Banker - Pittsburgh, PA

First National Bank; Pittsburgh (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Banker to enhance client relationships and market private banking services. This role focuses on cultivating a strong referral network and providing outstanding service to business owners and executives. The ideal candidate will leverage their analytical and interpersonal skills to develop banking, wealth, and insurance opportunities while ensuring client satisfaction. If you thrive in a fast-paced environment and have a passion for finance, this position offers a fantastic opportunity to make a significant impact in the private banking sector.

Qualifications

• 5+ years of experience in private banking or related field.
• Strong underwriting acumen and sales background preferred.

Responsibilities

• Market private banking services to business owners and executives.
• Maintain and develop client relationships for cross-selling opportunities.

Skills

Organizational Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Customer Service Skills

Detail-oriented

Sales Activities

Multi-tasking

Education

Bachelor's Degree

Tools

MS Word

MS Excel

Job description

Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.

Position Title: Private Banker 2
Business Unit: Private Banking
Reports To: Varies Based on Assignment

Position Overview:
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.

Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.

Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.

Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.

Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.

Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:
BA or BS

Minimum Years Experience:
5

Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells

Strong underwriting acumen and prior experience with closed referrals to Wealth preferred

Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required

Physical Requirements:
N/A

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.