Unleashing Your Potential with Clear Mountain Bank
Have you ever dreamt of a career that combines professionalism, financial expertise and relationship-building all in one? Then, consider joining Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor. This is an exciting on-site opportunity located in Morgantown, West Virginia, that places you at the heart of customer engagement, nurturing relationships that drive financial success. Immerse yourself in a vibrant culture that values innovation and excellence, working alongside a dynamic team of professionals committed to delivering exceptional banking solutions.
Clear Mountain Bank: Our Driving Force
What makes Clear Mountain Bank stand out? It’s our heartfelt commitment to our team and the communities we serve. We’re not just another local community bank; we’re a passionate and dedicated group of individuals guided by integrity, value, service, and community. Thanks to these core principles, our team boasts a tenure that’s twice the national average. Our roots run deep in the communities we serve, where others merely have branches. With over 130 years of history, Clear Mountain Bank is actively involved in volunteering and supporting various organizations in our community.
A Day in the Life of a Professional Banking Relationship Advisor
As a Professional Banking Relationship Advisor, you will take on a pivotal role as the primary sales contact for high-income and high-net-worth professionals in evolving markets. Your key responsibilities involve prospecting, developing and servicing customer relationships, while promoting the bank’s extensive range of products. Working closely with colleagues from diverse lines of business – including retail banking, investments, commercial lending, and treasury management – you will craft customized financial solutions to meet varied client needs. Your role also includes attracting new customers and deepening existing relationships, all in alignment with bank policies to ensure profitability, growth, and superb customer service. This position presents a unique chance to interact with a distinguished clientele and play a part in the bank’s ongoing growth in wealth management.
Are You the Right Fit?
The ideal candidate for this position should possess the following qualifications:
- A Bachelor’s degree in Finance, Business or a related field, or equivalent experience. An advanced degree or certification (e.g. CFP, CPA) would be a plus.
- A minimum of 4 to 6 years of experience in private banking or similar roles focusing on high-income clients. Traditional retail banking experience will also be considered.
- Securities licensed at Series 6 and 63 levels would be a plus.
- Good communication skills are essential.
- Demonstrated sales and marketing abilities.
- Proficiency in Microsoft Office Suite and a working knowledge of general bank systems.
- Excellent interpersonal and communication skills with a customer-centric approach.
- Ability to work both independently and collaboratively within a team environment.
Join Our Team Today!
Do you believe you’re the right candidate for this job? Don’t hesitate to apply! We can’t wait to meet you! Please note, a background check and drug screening are required.
For more information, visit the source here.
