Talent.com
Professional Banking Relationship Advisor (Private Banking)
Professional Banking Relationship Advisor (Private Banking)Clear Mountain Bank • Morgantown, WV, USA
Professional Banking Relationship Advisor (Private Banking)

Professional Banking Relationship Advisor (Private Banking)

Clear Mountain Bank • Morgantown, WV, USA
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters_job_card.quick_apply]
[job_card.job_description]

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.


Clear Mountain Bank: What drives us?

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. As our saying goes, we have roots where others have branches. And because of that, Clear Mountain Bank is committed to volunteering and supporting the various organizations in our community, as we have done for more than 130 years.

Your day as 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. Collaborating 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. Initially focusing on sectors like 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.


Knowledge and skills required for the position are:

  • 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 to 6 years of experience in private banking or similar roles focusing on high-income clients. Traditional retail banking experience will be considered.
  • Securities licensed at Series 6 and 63 levels 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 communication skills with a customer-centric approach.
  • Ability to work independently and collaboratively within a team environment.

Our team needs you!

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

[job_alerts.create_a_job]

Professional Banking Relationship Advisor (Private Banking) • Morgantown, WV, USA

[internal_linking.similar_jobs]

Relationship Banker

First National Bank of PennsylvaniaMasontown, Pennsylvania, United States
[job_card.full_time]

Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending.The incumbent is responsible f...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor

Northwestern MutualMorgantown, WV, United States
[job_card.full_time]

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]

 • [job_card.promoted]

Commercial Banker - Commercial Banking Admin MOR - Morgantown, WV

WesBanco Bank Inc.Morgantown, West Virginia, United States
[job_card.full_time] +1

Commercial Banker - Commercial Banking Admin MOR.Morgantown, West Virginia, United States.X Facebook LinkedIn Email Copy.This position is 100% in office.The employee will work their scheduled work ...[internal_linking.show_more]

 • [job_card.promoted]

Customer Service Representative

ShentelFairmont, WV, United States
[job_card.full_time]

Shentel is hiring a Customer Service Representative (CSR) to join our call center team to support our growing business.We are looking for a sales-oriented customer service professional to sell Shen...[internal_linking.show_more]

 • [job_card.promoted]

Associate Financial Advisor

Edward JonesFairmont, WV, United States
[job_card.full_time]

This job posting is anticipated to remain open for 30 days, from 30-Mar-2026.Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people co...[internal_linking.show_more]

 • [job_card.promoted]

PT Deli Bakery Sales Associate

Food LionFairmont, WV, United States
[job_card.full_time]

At Food Lion, Associates are the most important assets to our organization.We want associates to have meaningful careers full of variety and challenges.Each associate contributes to the overall suc...[internal_linking.show_more]

 • [job_card.promoted]

Caregiver / Direct Support Professional

BrightSpring Health ServicesFairmont, West Virginia, United States
[job_card.full_time]

Caregiver / Direct Support Professional.ResCare Community Living is now part of Sevita.ResCare Community Living - Direct Support Professional.Thank you for reviewing our Direct Support Professional...[internal_linking.show_more]

 • [job_card.promoted]

Customer Service Representative - Fairmont Main

WesBancoFairmont, WV, United States
[job_card.full_time]

Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance.The Customer Service Representative (CS...[internal_linking.show_more]

 • [job_card.promoted]

Drive with Lyft - Earn on Your Own Schedule

LyftBrownsville, PA, United States
[job_card.full_time] +1

Get a maximum of $400 in bonuses in Pittsburgh.Earn $100 for every 10 rides in 7 days (limit 4).Lyft is a flexible earning opportunity and a platform that connects drivers with individuals that nee...[internal_linking.show_more]

 • [job_card.promoted]

Entry-Level Sales Representative

Prosper Consultants, Inc.Fairmont, WV, United States
[job_card.full_time]

Our Entry-Level Sales Representative have the opportunity to work with one of the most renowned household names for the latest in technology, top-of-the-line communications, and the best entertainm...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

460 - Trust - Region VI - Wealth Advisor Associate II

First United Bank & TrustMorgantown, WV, United States
[job_card.full_time]

For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania.We care about our communiti...[internal_linking.show_more]

 • [job_card.promoted]

Private Bank Wealth Advisor III

HuntingtonMorgantown, WV, United States
[job_card.full_time]

Private Bank Wealth Advisor III.The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a ...[internal_linking.show_more]

 • [job_card.promoted]

Family Practice - With OB Physician

Hone HealthNot Specified, WV, United States
[job_card.full_time] +1

Work from any location, determine your own schedule, and earn extra income while helping women optimize their health and hormone levels with one of the fastest-growing health companies in the count...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Relationship Manager 1

City National BankMorgantown, WV, United States
[job_card.full_time]

Equal opportunity employer, including disability/vets.Makes and services a variety of business loans for commercial customers.Calls on potential and existing customers to develop new business, to i...[internal_linking.show_more]

 • [job_card.promoted]

Professional Banking Relationship Advisor (Private Banking)

Clear Mountain BankMorgantown, WV, United States
[job_card.full_time]

Professional Banking Relationship Advisor.Join Clear Mountain Bank as a full-time professional banking relationship advisor and immerse yourself in a vibrant culture that prioritizes innovation and...[internal_linking.show_more]

 • [job_card.promoted]

Clinical Risk Director

Fltr West VirginiaFairmont, West Virginia, US
[job_card.full_time]

Are you a Director of Nursing (DON) in LTC ready to take your career to the next level in Clincail Risk Management? Do you have existing expeirnce in clincal compliance and regulations in long term...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor

Northwestern Mutual Life Insurance CompanyMorgantown, WV, United States
[job_card.full_time]

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]

 • [job_card.promoted]

Remote Commercial Banking Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationFairmont, West Virginia
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]