Private Banker & Wealth Solutions Advisor

First National Bank of Pennsylvania; Cleveland (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

First National Bank of Pennsylvania is seeking a Private Banker to market private banking services to business owners and executives within an assigned region. You will develop and manage client relationships to maximize client satisfaction and cross-sell banking, wealth and insurance products.

The role requires strong communication, analytical ability, and a proven track record in sales within private banking, mortgage underwriting knowledge, and collaboration with internal partners to deliver

Qualifications

• BA or BS degree required.
• Strong organizational and analytical skills.
• Excellent written and verbal communication.

Responsibilities

• Markets private banking products to business owners, executives and COIs in the assigned region.
• Develops and maintains private banking client relationships to maximize satisfaction and cross-sell opportunities.
• Collaborates with Commercial, Retail and Wealth teams to ensure outstanding service.
• Reviews financial documents to support loan requests and client negotiations.
• Maintains knowledge of private banking products and related subject matter for professional growth.

Skills

Organizational skills

Analytical skills

Interpersonal skills

Communication skills

Customer service

PC proficiency

Education

BA or BS

Tools

MS Word

MS Excel

Job description

First National Bank of Pennsylvania is seeking a Private Banker to market private banking services to business owners and executives within an assigned region. You will develop and manage client relationships to maximize client satisfaction and cross-sell banking, wealth and insurance products.

The role requires strong communication, analytical ability, and a proven track record in sales within private banking, mortgage underwriting knowledge, and collaboration with internal partners to deliver