Private Banking Specialist
18 hours ago
Job Summary:
We are seeking a highly motivated and experienced Private Banker to join our team at First National Bank of Pennsylvania. As a Private Banker, you will be responsible for marketing private banking services to business owners and executives, professionals, and Centers of Influence (COI) within your assigned region.
Key Responsibilities:
- Market private banking products and services to business owners and executives, professionals, and COI within an assigned geographic region.
- Cultivate a strong referral network of internal associates in Commercial, Retail, and Wealth lines of business as well as external COI such as realtors, accountants, and attorneys.
- Constructively interact with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting, and closing, deposit account servicing and expansion, wealth management, and insurance relationship development.
- Maintain and develop existing private banking relationships, provide quality service and advice, and cross-sell products and services including deposits, loans, wealth, and insurance services.
- Ensure regular client communication to optimize relationship opportunities.
- Analyze and evaluate personal financial statements, tax returns, credit bureau reports, appraisals, and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests.
- Develop and maintain a personal program for achieving knowledge of private banking-related subject matter, including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management, and insurance.
Requirements:
- BA or BS degree
- 5 years of experience in private banking or a related field
- Excellent organizational, analytical, and interpersonal skills
- Excellent communication skills, both written and verbal
- Detail-oriented
- Excellent customer service skills
- Ability to use a personal computer and job-related software
- MS Word - Basic Level
- MS Excel - Intermediate Level
- Ability to work and multi-task in a fast-paced environment
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required.
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