Embark on a Rewarding Career with Clear Mountain Bank as a Professional Banking Relationship Advisor
Have you ever dreamt of a fulfilling career where you can blend your passion for finance and customer service? If so, consider joining Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor. Located in the picturesque city of Morgantown, West Virginia, this onsite position offers a unique opportunity to directly engage with customers, fostering relationships that drive financial success. As part of a dynamic team of forward-thinking professionals, you will be integral to providing exceptional banking solutions.
What Motivates Clear Mountain Bank?
Clear Mountain Bank is not just a local community bank; it embodies a strong commitment to its team, the community, and the values of integrity, service, and community. The bank’s dedication to these principles has resulted in a team tenure that doubles the national average. Clear Mountain Bank’s roots run deep in the community, supporting various organizations through volunteer work and other initiatives for over 130 years.
A Glimpse into the Role of 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.
Working 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.
Desired Skills and Qualifications
The ideal candidate for this role will possess an impressive set of skills and qualifications, including:
- A Bachelor’s degree in Finance, Business, or a related field, or equivalent experience. An advanced degree or certification such as CFP or 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 also be considered.
- Securities licensed at Series 6 and 63 levels is a plus.
- Strong communication skills.
- Demonstrated sales and marketing abilities.
- Working knowledge of Microsoft Office Suite and general bank systems.
- Excellent interpersonal skills with a customer-centric approach.
- Ability to work independently and collaboratively within a team environment.
Join Our Team!
We invite you to seize this opportunity to contribute to the bank’s ongoing evolution in wealth management. If this role aligns with your career aspirations, we encourage you to apply. We are excited to meet you!
Please note that a background check and drug screening are required for all candidates.
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