Senior Private Banker & Wealth Relationship Lead

First National Bank; Cleveland (OH); On-site; USD 60,000 - 95,000; Full time

Job summary

First National Bank is seeking a Private Banker 2 in Cleveland to market private banking services to business owners, executives and COIs. You will manage relationships, cross-sell wealth and insurance products, and coordinate with partners for loan processing, underwriting and closing.

The role emphasizes high-quality client service and strong collaboration across lines of business. You will analyze financial documents and develop cash flow insights to support loan decisions, while expanding

Qualifications

• BA or BS degree required.
• Minimum 5 years of experience.
• Strong client relationship and sales cross-sell abilities.
• Knowledge of mortgage underwriting and consumer loans.
• NMLS license/eligibility required

Responsibilities

• Markets private banking services to business owners and executives within assigned region.
• Collaborates with internal and external partners to ensure service excellence across loan processing, underwriting and closing.
• Maintains and develops private banking relationships and cross-sells deposits, loans, wealth and insurance services.
• Reviews financial statements, tax returns, and credit reports to support loan approvals.
• Keeps up-to-date knowledge of private banking topics and underwriting practices.

Skills

Excellent organizational, analytical,

Excellent communication skills

Detail-oriented

Excellent customer service skills

Ability to use a PC and job-related软件

MS Word

MS Excel

Ability to work and multi-task in a高速環

Sales and cross-sell experience

Strong underwriting acumen

Education

BA or BS

Tools

MS Word

MS Excel

Job description

First National Bank is seeking a Private Banker 2 in Cleveland to market private banking services to business owners, executives and COIs. You will manage relationships, cross-sell wealth and insurance products, and coordinate with partners for loan processing, underwriting and closing.

The role emphasizes high-quality client service and strong collaboration across lines of business. You will analyze financial documents and develop cash flow insights to support loan decisions, while expanding