F.N.B. Corporation
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Private Banker
role at
F.N.B. Corporation
Primary Office Location: One Federal Plaza West, Youngstown, Ohio 44503
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 COI within an assigned geographic region.
Develops referral network of internal associates in Commercial, Retail, Wealth lines and external COIs such as realtors, accountants and attorneys.
Collaborates with other lines of business partners across wide functional areas to provide consistently outstanding service level w.r.t new loan processing, underwriting, closing, deposit account servicing, 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.
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.
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.
Performs other related duties and projects as assigned.
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
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.
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Private Banker
role at
F.N.B. Corporation
Primary Office Location: One Federal Plaza West, Youngstown, Ohio 44503
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 COI within an assigned geographic region.
Develops referral network of internal associates in Commercial, Retail, Wealth lines and external COIs such as realtors, accountants and attorneys.
Collaborates with other lines of business partners across wide functional areas to provide consistently outstanding service level w.r.t new loan processing, underwriting, closing, deposit account servicing, 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.
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.
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.
Performs other related duties and projects as assigned.
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
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.
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