Private Banking Relationship Manager

First National Bank; Cleveland (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

First National Bank in Cleveland, OH, is seeking a Private Banker III to market private banking services to business owners and executives within a defined region. You will manage client relationships to maximize satisfaction and cross-sell banking, wealth and insurance products.

The role emphasizes building a referral network with internal partners and COIs, delivering high-quality service, and maintaining regulatory compliance in all activities. Minimum BA/BS and 7 years’ experience required.

Qualifications

• BA or BS degree required.
• 7+ years of experience in private banking or related field.
• Ability to market private banking services to business owners, executives and COI.
• Strong client relationship management and cross-sell capabilities.
• Knowledge of wealth management and insurance products helpful.

Responsibilities

• Markets private banking products and services to business owners, executives, professionals and COI within assigned region.
• Cultivates a strong referral network with internal and external partners to develop loan, deposit, wealth and insurance opportunities.
• Provides high-quality service and cross-sell across banking, wealth and insurance areas.
• Analyzes financial statements and credit documentation to support mortgage and consumer loan requests.
• Maintains regular client communication to optimize relationship opportunities.
• Upholds risk management and regulatory compliance in all activities.

Skills

Excellent organizational, analytical, 

Education

BA or BS

Job description

First National Bank in Cleveland, OH, is seeking a Private Banker III to market private banking services to business owners and executives within a defined region. You will manage client relationships to maximize satisfaction and cross-sell banking, wealth and insurance products.

The role emphasizes building a referral network with internal partners and COIs, delivering high-quality service, and maintaining regulatory compliance in all activities. Minimum BA/BS and 7 years’ experience required.