- Minimum of 5 years experience in private banking, lending, sales, and business development
- Bachelor's Degree in Business, Finance, or Accounting preferred
- Formal credit training is a plus
- Series 7 and 66 license is advantageous
- Address credit and depository requirements of high-net-worth clients
- Expand business by promoting bank products and services to current customers and prospects
- Cross-sell various retail products along with trust, investment, and financial planning services
- Represent the bank in community events to enhance networking opportunities
- Stay updated on economic trends and banking laws affecting customer relationships
- Provide guidance to junior staff on complex accounts
- Ensure compliance with banking regulations and policies
- Proficiency in areas like commercial lending, loan procedures, and credit analysis
- Knowledge of financial planning, tax principles, and fiduciary concepts
- Preference for candidates with local market knowledge or ties to the region
- Proficiency in Microsoft Office tools such as Word, Excel, and Outlook
-
Private Banker
2 weeks ago
WesBanco Bank, Inc. Charleston, United States Full timeRequirements · Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience. · Bachelors' Degree in Business, Finance or Accounti ...
-
Private Banker
1 week ago
WesBanco Bank, Inc. Charleston, United StatesLocation · This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for location will be Charleston West Side, Charleston, WV. · Requirements · Minimum of 5 years of private banking, retail, consumer and/or ...
-
Private Banker
3 weeks ago
WesBanco Bank, Inc. Charleston, United StatesLocation · This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for location will be Charleston West Side, Charleston, WV. · Requirements · Minimum of 5 years of private banking, retail, consumer and/or ...
-
Teller Retail Banker
2 weeks ago
Woodforest National Bank Charleston, United StatesTake 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 ...
-
Investment Banking Vice President, Mergers
3 weeks ago
KeyCorp Charleston, United StatesInvestment Banking Vice President, Mergers & Acquisitions page is loaded · Investment Banking Vice President, Mergers & Acquisitions · Apply · locations · Cleveland, OH · New York, NY · time type · Full time · posted on · Posted 7 Days Ago · job requisition id · R-2449 ...
-
Investment Banking Vice President, Mergers
1 week ago
KeyCorp Charleston, United StatesInvestment Banking Vice President, Mergers & Acquisitions page is loaded · Investment Banking Vice President, Mergers & Acquisitions · Apply · locations · Cleveland, OH · New York, NY · time type · Full time · posted on · Posted 7 Days Ago · job requisition id · R-2449 ...
Private Banker - Charleston, United States - WesBanco Bank Inc.
Description
Position: Private Banker
Department: Private Banking CHS
Location: This role is based in a WesBanco office situated in Charleston, West Virginia.
Market: The job caters to clients in Charleston, Huntington, and South East Ohio.
Work Hours per Week: 37.5
Requirements:
JOB SUMMARY:
As a Private Banker, you will cater to high-net-worth individuals by offering comprehensive banking services.
CUSTOMER SERVICE SKILLS:
Provide exceptional service to distinguish the bank from competitors.
INTERPERSONAL SKILLS:
Display professionalism in appearance, communication, and work ethic. Strong relationship management and teamwork abilities are essential.
KEY RESPONSIBILITIES:
OTHER QUALIFICATIONS:
