Clear Mountain Bank · 1 month ago
Professional Banking Relationship Advisor (Private Banking)
Morgantown, WV
Full-time
Onsite
Mid, Senior Level
4+ years expClear Mountain Bank is a community-focused financial institution seeking a Full-Time Professional Banking Relationship Advisor. This role involves engaging with high-income clients, developing customer relationships, and providing tailored financial solutions in collaboration with a dynamic team.
BankingCreditFinancial Services
Responsibilities
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
Creating tailored financial solutions to meet diverse client needs
Attracting new customers while deepening existing relationships
Conducting all activities in alignment with bank policies to ensure profitability, growth, and exceptional customer service
Qualification
Required
Bachelor's degree in Finance Business or a related field or equivalent experience
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
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
Preferred
Advanced degree or certification (e.g.CFP CPA) is a plus
Securities licensed at Series 6 and 63 levels a plus
Company
Clear Mountain Bank
Clear Mountain Bank provides financial products, credit, mortgage and loan services for individuals and businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
D
David Thomas
President & CEO
Company data provided by crunchbase