Professional Banking Relationship Advisor (Private Banking)

Job Description

Job Description

Join Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor and immerse yourself in a vibrant culture that prioritizes innovation and excellence. This onsite position located in Morgantown, West Virginia, offers the unique opportunity to directly engage with customers, fostering relationships that drive financial success. You will collaborate with a dynamic team of forward-thinking professionals dedicated to providing exceptional banking solutions.

Clear Mountain Bank : What drives us?

We care about our team and the communities we serve. Clear Mountain Bank is more than a local community bank; we are a team of passionate and dedicated individuals driven by integrity, value, service, and community. Thanks in large part to these standards, our team averages a tenure that doubles that of the national average. As our saying goes, we have roots where others have branches. And because of that, Clear Mountain Bank is committed to volunteering and supporting the various organizations in our community, as we have done for more than 130 years.

Your day as a Professional Banking Relationship Advisor

As a Professional Banking Relationship Advisor, you will serve as the primary sales contact for designated high-income and high-net-worth professionals in evolving markets. Your main responsibilities will include prospecting, developing, and servicing customer relationships while promoting the bank's comprehensive suite of products. Collaborating closely with team members across various lines of business-such as retail banking, investments, commercial lending, and Treasury Management-you will create tailored financial solutions to meet diverse client needs. Your role will be pivotal in attracting new customers while deepening existing relationships, all conducted in alignment with bank policies to ensure profitability, growth, and exceptional customer service. Initially focusing on sectors like healthcare, legal, and executive management, this position offers a unique opportunity to engage with a distinguished clientele and contribute to the bank's ongoing evolution in wealth management.

Knowledge and skills required for the position are :

• Bachelor's degree in Finance Business or a related field or equivalent experience. Advanced degree or certification (e.g.CFP CPA) is a plus.
• Minimum of 4 to 6 years of experience in private banking or similar roles focusing on high-income clients. Traditional retail banking experience will be considered.
• Securities licensed at Series 6 and 63 levels a plus.
• Good communication skills required.
• Demonstrated sales and marketing abilities.
• Ability to use Microsoft Office Suites applications and working knowledge of general bank systems.
• Excellent interpersonal and communication skills with a customer-centric approach.
• Ability to work independently and collaboratively within a team environment.

Our team needs you!

So, what do you think? If you feel this is the right job for you, go ahead and apply! We look forward to meeting you!

Background and Drug Screening Required