Professional Banking Relationship Advisor Job at Clear Mountain Bank, Morgantown, WV

UmJITldISkg2QUYrU1lxeDRmbWg2NlMrbGc9PQ==
  • Clear Mountain Bank
  • Morgantown, WV

Job Description

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

Job Tags

Full time, Work at office, Local area,

Similar Jobs

helloDarwin

Spécialiste - Opérations Marketing & Ventes Job at helloDarwin

 ...optimisation de conversion sur le site web et nos autres produits marketing (landing pages, courriels, bannires, etc.) Nous utilisons Hubspot CRM, et la plupart du travail prend place dans cette plateforme. Nous avons plus de 150 000 contacts dans le CRM et environ 40... 

Boardwalk IG Management LLC

Banquet Houseman Job at Boardwalk IG Management LLC

 ...Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by vineyards, Michelin-star restaurants and exquisite views in Yountville, our 22-acre haven sits among one the most coveted viticulture regions in the... 

M & M Air Conditioning & Refrigeration, LLC

HVAC Refrigeration Technician Job at M & M Air Conditioning & Refrigeration, LLC

 ...Job Description We are seeking a skilled and experienced Refrigeration Technician to join our team. As a Refrigeration Technician, you...  ...troubleshoot, and repair refrigeration systems in commercial and industrial settings - Perform routine maintenance on refrigeration... 

Children's Nebraska

Mental Health Specialist - (PLMHP or LMHP) Urgent Care Job at Children's Nebraska

 ...improve the life of every child through exceptional care, advocacy, research and education. As the states only full-service pediatric healthcare center, we provide comprehensive, holistic care to our patients and familiesfrom primary and specialty care to behavioral health... 

EssilorLuxottica

Licensed Optician Job at EssilorLuxottica

 ...Licensed Optician At Target Optical, we care for the neighborhoods we belong to. By listening and building relationships, we help our guests get quality eye care products and services at a great value. We help people see more clearly and confidently for less by offering...