Private Banker: Wealth, Loans & Client Relationships

fnbcorp; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

F.N.B. Corporation in Charlotte, NC seeks a Private Banker 3 to market private banking services to business owners and executives and to grow client relationships. The role emphasizes cross-selling wealth and insurance products and coordinating with COIs to expand opportunities.

You will interact with internal partners across Commercial, Retail and Wealth lines to deliver high-quality service and to optimize loan processing, wealth management and deposit activity for clients.

Qualifications

• BA or BS degree required.
• Minimum 7 years in private banking or related sales.
• Excellent organizational, analytical and interpersonal skills.
• Excellent communication, written and verbal skills.
• Ability to cross-sell banking, wealth and insurance services.
• Proven ability to develop and maintain client relationships.
• Proficiency with standard computer applications.

Responsibilities

• Markets private banking products and services to business owners, executives, professionals and COI within an assigned region.
• Develops and maintains private banking relationships; cross-sells deposits, loans, wealth and insurance services.
• Collaborates with Commercial, Retail and Wealth teams to provide outstanding service and support.
• Analyzes financial statements, tax returns, credit bureau reports, and other credit documentation for loan approvals.
• Maintains knowledge of private banking products; supports risk management and regulatory requirements.

Skills

Organizational skills

Analytical skills

Interpersonal skills

Communication skills

Detail oriented

Customer service

PC skills-Microsoft Word

MS Word

MS Excel

Sales experience

Education

BA/BS degree

Tools

MS Word

MS Excel

Job description

F.N.B. Corporation in Charlotte, NC seeks a Private Banker 3 to market private banking services to business owners and executives and to grow client relationships. The role emphasizes cross-selling wealth and insurance products and coordinating with COIs to expand opportunities.

You will interact with internal partners across Commercial, Retail and Wealth lines to deliver high-quality service and to optimize loan processing, wealth management and deposit activity for clients.