Private Banker jobs in West Virginia
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Banker - Private Banking CHS
- WesBanco
-
Charleston, WV
FULL_TIME
-
Summary
In this position, you will be responsible for providing full-service banking to high-net-worth individuals.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Strong relationship management and business development skills.
Excellent team player.
Essential Duties And Responsibilities
Meet the credit and depository needs of high-net-worth customers.
Call on current customers and prospects to develop new business by promoting bank services and products.
Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
Represent the bank in civic, community, and industry function to network and develop additional business.
Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
Assist less experienced staff with complex accounts and relationships (mentoring).
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
Working knowledge of account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and loan approval process.
Working knowledge of credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Knowledge of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate and gift tax principles.
Candidate with ties to the area or knowledge of the local market (preferred).
Proficiency in Microsoft Office products including Word, Excel and Outlook.
Requirements
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 Accounting is preferred.
Formal credit training is preferred.
Series 7 and 66 license is a plus. - 4 Days Ago
Private Banker - Private Banking CHS
- WesBanco Bank Inc.
-
Charleston, WV
FULL_TIME
- Job Title - DepartmentPrivate Banker - Private Banking CHSLocationThis position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for lo...
- 1 Month Ago
Area Manager
- Coldwell Banker Premier
-
Martinsburg, WV
FULL_TIME
- Benefits:401(k)Bonus based on performanceDental insurancePaid time offTraining & developmentVision insuranceArea ManagerColdwell Banker Premier, headquartered in Winchester, VA, is looking to expand o...
- 3 Days Ago
Marketing Manager
- Coldwell Banker Premier
-
Shepherdstown, WV
FULL_TIME
- Benefits:Dental insuranceHealth insurancePaid time offVision insuranceBenefits/PerksCompetitive CompensationGreat Work EnvironmentJob DescriptionThe Marketing Manager will assist Success Mortgage with...
- 3 Days Ago
Real Estate Agent
- Coldwell Banker Premier
-
Mill, WV
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 4 Days Ago
Real Estate Agent
- Coldwell Banker Premier
-
Shepherdstown, WV
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 10 Days Ago
Private Banker jobs at Popular Companies
Senior Private Banker
- Avior Executive Search, Inc
-
- Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
- 6/12/2024 12:00:00 AM
Private Banker
- Hiring Now!
-
Wayzata, MN
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/12/2024 12:00:00 AM
SVP, Private Banker
- NexBank
-
Dallas, TX
- Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
- 6/10/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
Atlanta, GA
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
- 6/10/2024 12:00:00 AM
Private Banker
- Hiring Now!
-
Milwaukee, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/9/2024 12:00:00 AM
Private Banker - Director
- Deutsche Bank
-
Los Angeles, CA
- Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
- 6/9/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
New York, NY
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 6/9/2024 12:00:00 AM
Private Banker
- First Citizens Bank
-
Charlotte, NC
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 5/6/2024 12:00:00 AM
About West Virginia
West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston.
West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$66,061 to $97,115
Most Popular Cities in West Virginia for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019