Private Banking Specialist

18 hours ago


Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time
Job Title: Private Banker

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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