Regional Private Banker & Wealth Advisor

First National Bank of Pennsylvania; Cleveland (OH); Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

F.N.B. Corporation is seeking a Private Banker 2 in the Private Banking unit in Cleveland, OH.

The role focuses on marketing private banking services to owners, executives, and COIs within the assigned region, while nurturing client relationships and cross-selling banking products. You will collaborate with various lines of business to deliver outstanding service, assess loan applications, and build knowledge in underwriting, personal finance, wealth management, and insurance to support client

Formación

• BA or BS required.
• Minimum 5 years experience desired.
• Special licenses: Nationwide Mortgage Licensing System and Registry Identifier required.

Responsabilidades

• Markets private banking products to business owners, executives, professionals and COIs.
• Collaborates with internal partners across Commercial, Retail and Wealth lines to service clients.
• Develops and maintains private banking client relationships and cross-sells deposits, loans, wealth and insurance.
• Reviews personal financial statements, tax returns, and credit docs to support loan requests.

Conocimientos

Organizational skills

Communication skills

Detail-oriented

Customer service

PC skills

MS Word basic

MS Excel intermediate

Multi-tasking

Sales experience

Educación

BA/BS degree

Descripción del empleo

F.N.B. Corporation is seeking a Private Banker 2 in the Private Banking unit in Cleveland, OH.

The role focuses on marketing private banking services to owners, executives, and COIs within the assigned region, while nurturing client relationships and cross-selling banking products. You will collaborate with various lines of business to deliver outstanding service, assess loan applications, and build knowledge in underwriting, personal finance, wealth management, and insurance to support client