Private Banker jobs in Huntington, WV

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

U
Universal banker
  • United Bank
  • Huntington, WV FULL_TIME
  • Job Description

    The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions.

    You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests.

    You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.

    RESPONSIBILITIES :

    Service Area Responsibilities :

    • Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly :
    • With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.

    Financial Sales Responsibilities

    • Responsible for keeping current and being knowledgeable of all Bank’s products and services in order to communicate to new and existing clients.
    • Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services / products
    • Proactively contacts customers to present pre-approved offers for financial products / services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
    • Based on customer’s needs, makes recommendations on services / products that would assist customer in meeting their needs.

    Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.

    • Communicate clearly and accurately to customer of financial products / services including benefits, requirements and any associated fees or costs associated with product / service.
    • Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products / services

    Operational / Regulatory / Security Responsibilities :

    • Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
    • Comply with all department and company policies, procedures and overall security
    • Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
    • Work closely with other departments as necessary to troubleshoot and resolve customer situations.
    • Contributes to the responsibility of meeting monthly branch and / or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
    • Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
    • May be responsible for branch opening / closing procedures
    • Contribute to the fulfillment of the Bank’s objectives and goals by performing as a team member in allocating and coordinating the workflow

    Qualifications

    • High school diploma or equivalent required, Bachelor’s degree a plus
    • Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
    • Prior experience in handling and being accountable for money is required
    • Ability to successfully complete the Bank’s in-house Training Program within a reasonable timeframe required
    • Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
    • Ability to perform basic math calculations is required
    • Demonstrates ability to interact confidently with clients is essential
    • Ability to be initiative in self-directed learning of Bank’s products / services in order to expand and become well versed with the products / services offered.
    • Excellent written and verbal communication skills
    • Proficiency in Microsoft Office Products (Word, Excel) required
    • Understanding and working knowledge of appropriate core banking system is beneficial
    • Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
    • Demonstrated professionalism is required

    KEY COMPETENCIES :

    • Customer Service focused Provide high level of customer service with the ability to be a self-starter and be comfortable interacting with customers, centers of influence and internal partners, based on their needs and adapt to each customer’s situation;
    • Relationship and account management- Establish and maintain positive banking relationships with customers. Ability to identify products and services a customer may be interested in or that may apply to a customer.
    • Business Development apply the Bank’s products and services to identify and engage potential clients to create opportunities
    • Accountability one’s own success in meeting personal and branch goals
    • Organization and Time Management Prioritize and ability to multi-task effectively and efficiently
    • Collaboration working with others in order to achieve goals, provide customer service and building a team environment

    Essential Functions :

    • Sitting and standing for extended periods of time.
    • Ability to reach over teller counter or desk area to receive customer transaction documents
    • Ability to lift and carry up to 20 lbs
    • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
    • Ability to converse and exchange information with all levels of staff within organization.
    • Ability to observe, perceive, identify, and translate data
    • Ability to travel via automobile or public transportation

    Company Profile

    At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service.

    While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors.

    Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.

    C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments.

    Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come.

    At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve;

    celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.

    Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

    Last updated : 2024-03-27

  • Just Posted

W
Universal Banker
  • WesBanco Bank Inc.
  • Barboursville, WV FULL_TIME
  • Job Title - DepartmentUniversal Banker - BarboursvilleLocationPosition is 100% in office and located at Barboursville, OH. MarketCharleston, Huntington, South East OhioWork Hours per Week37.5Requireme...
  • 1 Day Ago

W
Universal Banker
  • WesBanco Bank Inc.
  • Ironton, OH FULL_TIME
  • Job Title - DepartmentUniversal BankerLocationPosition is 100% in office and located at Ironton banking center. MarketCharleston, Huntington, South East OhioWork Hours per Week37.5Requirements High sc...
  • 14 Days Ago

W
Personal Banker - Huntington Downtown
  • WesBanco Bank Inc.
  • Huntington, WV FULL_TIME
  • Job Title - DepartmentPersonal Banker - Huntington DowntownLocationThis position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for l...
  • Just Posted

W
Universal Banker - Barboursville
  • WesBanco Bank Inc.
  • Barboursville, WV FULL_TIME
  • Job Title - DepartmentUniversal Banker - BarboursvilleLocationPosition is 100% in office and located at Barboursville, OH. MarketCharleston, Huntington, South East OhioWork Hours per Week37.5Requireme...
  • Just Posted

W
Personal Banker - Ironton
  • WesBanco Bank Inc.
  • Ironton, OH FULL_TIME
  • Job Title - DepartmentPersonal Banker - IrontonLocationPosition is 100% in office and located at Ironton banking center. MarketCharleston, Huntington, South East OhioWork Hours per Week37.5Requirement...
  • Just Posted

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Huntington, WV area

C
Physician Assistant/Nurse Practitioner
  • Cabell Huntington Hospital/St. Mary
  • Huntington, WV
  • Job Description Cabell Huntington Hospital is seeking afull-timeNurse Practitioner/Physician Assistantto work in our Hos...
  • 3/28/2024 12:00:00 AM

M
Community Health Worker - Marshall Internal Medicine
  • Marshall Health
  • Huntington, WV
  • Job Responsibilities: Helps people apply disease self-management plans in the context of their home and community Provid...
  • 3/28/2024 12:00:00 AM

C
LPN - Clinical Observation Unit
  • Cabell Huntington Hospital/St. Mary
  • Huntington, WV
  • Job Description Cabell Huntington Hospital is seeking apart-time LPN to work at for Clinical Observation Unit. The Clini...
  • 3/28/2024 12:00:00 AM

M
Adjusters Needed NOW for the upcoming Winter Storm Seasons
  • Mile High Adjusters Northeast, LLC (claims adjusting services and training)
  • Huntington, WV
  • Are you looking into becoming an Adjuster? The storm season is in full effect and Adjusters are needed to help with the ...
  • 3/28/2024 12:00:00 AM

M
Front Office MA or LPN - Marshall Cardiology
  • Marshall Health
  • Huntington, WV
  • Job Responsibilities: Greets and registers all incoming patients professionally. Handles incoming and outgoing communica...
  • 3/28/2024 12:00:00 AM

U
ENGINEER II
  • UHS
  • Huntington, WV
  • Responsibilities Full time opening for an Engineer II - Shift: Days Monday through Friday River Park Hospital, a 165-bed...
  • 3/28/2024 12:00:00 AM

Q
Physician / Orthopedics / West Virginia / Locum tenens / Telemedicine Physician Opportunity with Great Income and Flexible Hours Job
  • Quivvy Tech
  • Huntington, WV
  • Quivvy Tech is currently hiring telemedicine physicians!Quivvy Tech is the fastest growing national telemedicine network...
  • 3/28/2024 12:00:00 AM

B
Physician / Otolaryngology / West Virginia / Permanent / Otolaryngology (ENT) Physician opening west of Charleston, WV - malpractice + tail Job
  • Britt Medical Search
  • Huntington, WV
  • BE/BC Otolaryngology (ENT) Physician opening with Medical Center, one of Cabell County's largest private employers (2600...
  • 3/28/2024 12:00:00 AM

Huntington is in the southwestern corner of West Virginia, on the border with Ohio, on the southern bank of the Ohio River, at the confluence with the Guyandotte River. The city lies within the ecoregion of the Western Allegheny Plateau. Most of the city is in Cabell County, for which it is the county seat. A portion of the city, mainly the neighborhood of Westmoreland, is in Wayne County. Huntington is commonly divided into four main sections. The north/south divider is the CSX railroad tracks, while the east/west divider is First Street. Residents of Huntington are called "Huntingtonians." A...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$65,124 to $95,741
Huntington, West Virginia area prices
were up 1.2% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020