Regional Private Banking Relationship Manager

F.N.B. Corporation

Cleveland (OH)

On-site

USD 70,000 - 100,000

Full time

5 days ago
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Job summary

F.N.B. Corporation in Cleveland, OH is seeking a Private Banker 3 to build and manage high-value client relationships within the private banking segment.

You will market private banking services to business owners, executives, professionals, and COIs, while coordinating cross-sell opportunities across deposits, loans, wealth, and insurance. You will work with internal partners in Commercial, Retail and Wealth, maintain ongoing client communication, review credit documentation, and support loan

Qualifications

  • BA or BS degree required.
  • 7+ years of experience in private banking or related field.
  • Experience marketing to business owners and executives.
  • Strong cross-sell and relationship management skills.
  • Familiarity with mortgage, loans and wealth products.
  • Excellent communication and service orientation.

Responsibilities

  • Markets private banking products and services to business owners and executives within an assigned geographic region.
  • Cultivates a strong referral network of internal and external COIs to develop opportunities.
  • Maintains and develops private banking relationships, drives cross-sell opportunities across deposits, loans, wealth and insurance.
  • Analyzes credit documentation and supports loan processing, underwriting and closings.
  • Delivers high-quality client service and proactive relationship management.
  • Participates in risk management and adheres to regulatory requirements as part of daily duties.

Skills

Organizational skills
Analytical skills
Interpersonal skills
Communication skills
Detail-oriented
Customer service
Computer skills
MS Word
MS Excel
Multi-tasking
Sales aptitude
Underwriting

Education

BA or BS

Job description

F.N.B. Corporation in Cleveland, OH is seeking a Private Banker 3 to build and manage high-value client relationships within the private banking segment.

You will market private banking services to business owners, executives, professionals, and COIs, while coordinating cross-sell opportunities across deposits, loans, wealth, and insurance. You will work with internal partners in Commercial, Retail and Wealth, maintain ongoing client communication, review credit documentation, and support loan

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