ESSA Bank, Private Banking Officer

CNB Financial Corporation•Allentown, PA

just now

About The Position

Private Banking Officers are role models who exemplify our organization’s core values. Candidates should be highly skilled personal bankers able to attract, discover, evaluate and advise high-income/high-net worth individuals that meet CNB Bank’s requirements for qualifying as private banking clients. They provide outstanding personalized service to our clients while following our bank’s philosophies: See It, Own It, Solve It, and find a way to say YES. Expertise in retail and mortgage lending, as well as retail deposit origination is essential. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor’s degree (B.A or B.S.) from an accredited four-year college or university; or related experience and/or training, or equivalent combination and experience. Two – ten+ years of experience in Private Banking, depending upon level (Officer, AVP, VP, SVP). A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Must be able to learn and use various software necessary for mortgage loan origination, consumer loan origination, deposit account opening, core servicing system, and other software such as Excel, Word, and Power Point.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to calculate common industry underwriting factors. (i.e. LTV and DTI ratios).
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.

Responsibilities

Private Banking Officers must be experts in the fields of mortgage and personal lending, as well as bank deposit products.
Establish relationships with prospective clients offering our suite of Private Banking products and services.
Teamwork with other key areas of the bank is extremely important to building relationships with Private Banking clients, partnering with our Wealth & Asset Team, Commercial Lenders, Treasury Management Team, Branch Network and Support Teams.
Building and servicing a network of targeted clients and COIs for referrals is paramount to success in Private Banking.

Benefits

Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.