Professional Banking Relationship Advisor; Private Banking

Professional Banking Relationship Advisor (Private Banking)

Join Clear Mountain Bank as a Full‑Time Professional Banking Relationship Advisor and immerse yourself in a vibrant culture that prioritizes innovation and excellence. This onsite position located in Morgantown, West Virginia offers the unique opportunity to directly engage with customers, fostering relationships that drive financial success. You will collaborate with a dynamic team of forward‑thinking professionals dedicated to providing exceptional banking solutions.

We care about our team and the communities we serve. Clear Mountain Bank is more than a local community bank; we are a team of passionate and dedicated individuals driven by integrity, value, service, and community. Thanks in large part to these standards, our team averages a tenure that doubles that of the national average. We have roots where others have branches, and we are committed to volunteering and supporting the various organizations in our community for more than 130 years.

As a Professional Banking Relationship Advisor, you’ll serve as the primary sales contact for designated high‑income and high‑net‑worth professionals in evolving markets. Your primary responsibilities include prospecting, developing, and servicing customer relationships while promoting the bank’s comprehensive suite of products. By collaborating closely with team members across 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 and deepening existing relationships, all conducted in alignment with bank policies to ensure profitability, growth, and exceptional customer service. Initially focusing on sectors such as healthcare, legal, and executive management, this position offers a unique opportunity to engage with a distinguished clientele and contribute to the bank’s ongoing evolution in wealth management.

• Bachelor’s degree in Finance, Business or a related field, or equivalent experience. Advanced degree or certification (e.g., CFP, CPA) is a plus.
• Minimum of 4–6 years of experience in private banking or similar roles focused on high‑income clients. Traditional retail banking experience will be considered.
• Securities licensed at Series 6 and 63 levels is a plus.
• 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 customer‑centric communication skills.
• Ability to work independently and collaboratively within a team environment.

So, what do you think? If you feel this is the right job for you, go ahead and apply! We look forward to meeting you!
Background and Drug Screening Required

• Mid‑Senior level

• Full‑time

• Finance and Sales

• Banking

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