F.N.B. Corporation
Private Banker 2
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Primary Office Location:
1650 Crooked Oak Drive Suite 320, Lancaster, Pennsylvania, 17601
Join our team. Make a difference - for us and for your future.
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. They interact 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 prospects, clients, and associates.
- Performs other related duties and projects as assigned.
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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
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Special Licenses And Certificates
- Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements
- N/A
Equal Employment Opportunity (EEO)
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status, or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment-free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
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