Jobs
>
Pittsburgh

    Private Banker - Pittsburgh, United States - First National Bank of Pennsylvania

    First National Bank of Pennsylvania
    First National Bank of Pennsylvania Pittsburgh, United States

    1 week ago

    Default job background
    Description

    Primary Office Location:

    One North Shore Center. Pittsburgh, Pennsylvania


    Join our team. Make a difference - for us and for your future.

    n
    Position Title: Private Banker 2

    Business Unit: Private Banking

    Reports To: Varies Based on Assignment

    Position Overview:


    This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region.

    The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives.

    The incumbent provides the highest quality of service to every client.

    Primary Responsibilities:


    Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region.

    Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.

    Constructively interacts 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.

    Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services.

    Ensures regular client communication to optimize relationship opportunities.

    Analyzes and evaluates 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.

    Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.

    Develops and maintains 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.

    Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
    Performs other related duties and projects as assigned.

    All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

    Corporation's risk management program.

    F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

    Minimum Education:

    BA or BS

    Minimum Years Experience:

    5

    Special Skills:

    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

    Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells.

    Strong underwriting acumen and prior experience with closed referrals to Wealth preferred.

    Special Licenses and Certificates:
    Nationwide Mortgage Licensing System and Registry Identifier required.

    Physical Requirements:

    N/A
  • First National Bank of Pennsylvania

    Private Banker

    5 days ago

    First National Bank of Pennsylvania Pittsburgh, United States

    Primary Office Location: · 300 East Lombard Street. Baltimore, Maryland Join our team. Make a difference - for us and for your future. · nPosition Title: Private Banker 2 · Business Unit: Private Banking · Reports To: Varies Based on Assignment · Position Overview: · This pos ...

  • Key Bank

    Private Client Banker

    5 days ago

    Key Bank Pittsburgh, United States

    Location: · 11 Stanwix Street - Pittsburgh, Pennsylvania 15222 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o ...

  • KeyCorp

    Private Client Banker

    4 days ago

    KeyCorp Wexford, United States

    Location:270 Market Lane - Wexford, Pennsylvania 15090 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program Client Banker, Private, Banker ...

  • BNY Mellon

    Director, Credit Risk

    3 weeks ago

    BNY Mellon Pittsburgh, United States Full time

    BNY Mellon · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...

  • Citizens

    Private Client Market Leader

    1 week ago

    Citizens Pittsburgh, United States

    Description · At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens stands an ...

  • Citizens

    Private Client Market Leader

    1 week ago

    Citizens Pittsburgh, United States

    Job Description · Description · At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. ...

  • The Bank of New York Mellon

    Vice President, Client Service Manager I

    3 days ago

    The Bank of New York Mellon Pittsburgh, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...

  • BNY Mellon

    Vice President, Client Service Manager I

    3 days ago

    BNY Mellon Pittsburgh, PA, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...

  • CFA Institute

    Director, Credit Risk

    1 week ago

    CFA Institute Pittsburgh, United States

    BNY Mellon · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, c ...

  • Cascade Ventures

    Training Financial Assistant

    5 days ago

    Cascade Ventures Jeannette, United States

    More than a bank. More than a job. Join us and discover new perspectives with an apprenticeship (DH/IHK).Are you focused and determined to achieve something? Then you've come to the right place. With an apprenticeship at Kreissparkasse Böblingen, you choose a profession with a fu ...

  • Citizens

    Private Client Market Leader

    1 week ago

    Citizens Pittsburgh, United States Full time

    Description · At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens stands an ...

  • Atlantic Group

    Investment Banking Associate

    1 week ago

    Atlantic Group Pennsylvania, United States

    Job Overview – Investment Banking Associate · The Investment Banking Associate role offers a unique opportunity to work closely with senior bankers, engaging primarily in executing merger and acquisition transactions. Ideal candidates will bring previous experience in investment ...

  • Woodforest National Bank

    Teller Retail Banker

    1 week ago

    Woodforest National Bank Natrona Heights, United States

    Take the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...

  • Woodforest National Bank

    Teller Retail Banker

    1 week ago

    Woodforest National Bank Beaver Falls, United States

    Take the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...