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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. 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.

<p>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.</p><br/><h3 style="text-transform:uppercase"><strong>Clear Mountain Bank: What drives us?</strong></h3><p>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.</p><h3 style="text-transform:uppercase"><strong>Your day as a Professional Banking Relationship Advisor</strong></h3><p>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.</p><br/><p><strong>Knowledge and skills required for the position are: </strong></p><ul><li>Bachelor's degree in Finance Business or a related field or equivalent experience. Advanced degree or certification (e.g.CFP CPA) is a plus.</li><li> 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.</li><li>Securities licensed at Series 6 and 63 levels a plus.</li><li>Good communication skills required.</li><li>Demonstrated sales and marketing abilities.</li><li>Ability to use Microsoft Office Suites applications and working knowledge of general bank systems.</li><li>Excellent interpersonal and communication skills with a customer-centric approach.</li><li>Ability to work independently and collaboratively within a team environment.</li></ul><h3 style="text-transform:uppercase"><strong>Our team needs you!</strong></h3><p>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!</p><br/><p>Background and Drug Screening Required</p>

Clear Mountain Bank

Professional Banking Relationship Advisor (Private Banking)

Banking Services

Certified Public Accountant (CPA)

Commercial Loans

Communication Skills

Community Banking

Customer Support/Service

Establish Priorities

Finance

Healthcare

High Net Worth

Interpersonal Skills

Legal

Marketing

Microsoft Office

Private Banking

Profit & Loss

Retail Banking

Sales

Sales Management

Sales Prospecting

Securities

Series 6

Treasury Management

Wealth Management

Talent Acquisition

Whether it's assisting customers through LIVE video teller machines, answering phone calls, or responding to emails, you will be at the forefront of providing high-quality service. As an Integrated Customer Services Specialist, you will play a vital role in delivering exceptional support to customers through various communication channels.

<p><strong><em>Location: Morgantown, WV</em></strong></p><h3><strong>ARE YOU SOMEONE WHO THRIVES ON THE EXCITEMENT OF TECHNOLOGY & CONNECTING WITH PEOPLE?</strong></h3><p>If so, then applying for the Part-Time Integrated Customer Services Specialist position at Clear Mountain Bank will be an exciting opportunity for you! As an Integrated Customer Services Specialist, you will play a vital role in delivering exceptional support to customers through various communication channels. Whether it's assisting customers through LIVE video teller machines, answering phone calls, or responding to emails, you will be at the forefront of providing high-quality service. With your excellent communication skills and knowledge of banking products, you will guide customers through their inquiries, resolve issues, and offer solutions. This position offers a unique opportunity to interact with customers through innovative technology, ensuring their banking needs are met efficiently and effectively. </p><p> </p><h3 style="text-transform:uppercase"><strong>Clear Mountain Bank: What drives us?</strong></h3><p>Joining Clear Mountain Bank means becoming part of a company that is customer-focused, energetic, and forward-thinking. 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.</p><h3 style="text-transform:uppercase"> </h3><p><strong>Key skills required for the position are:</strong></p><p>High level of comfort with computers and technology.<br/>Strong communication and interpersonal skills. <br/>Team player who enjoys collaborating.<br/>A desire to create top-notch customer experiences.<br/>Ability to multitask and prioritize customer inquiries and administrative responsibilities simultaneously.</p><p><strong>MINIMUM REQUIREMENTS</strong></p><ul><li style="text-align:justify;line-height:normal">High School diploma or equivalent required.</li><li style="text-align:justify;line-height:normal">1 year of banking experience required.</li><li style="text-align:justify;line-height:normal">Must have prior computer experience using Microsoft Office products.</li><li style="text-align:justify;line-height:normal">Must have excellent interpersonal skills. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and can be of a personal or sensitive nature.</li></ul><p><strong> So, what do you think?<br/>Feel like this might be the right job for you?<br/>Go ahead and apply! We'd love to talk to you! </strong></p><br/><p>Background and Drug Screening Required</p>

Integrated Customer Services Specialist

Administrative Skills

Computer Skills

Customer Experience

Customer Relations

Microsoft Product Family

Multitasking

Problem Solving Skills

Team Player

Telephone Skills

ADAPTED_NOW

The Retail Assistant Branch Manager is responsible for aligning direction with the Retail Branch Manager in driving results and supporting the mission in the growth of consumer and business customer relationships, community engagement, and instore partner relationships, while delivering the Woodforest Experience to every customer, every day, every time. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience: OR an Associate’s degree and 2 years of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience.

<div><div id="requisitionDescriptionInterface.ID1469.row1">Retail Assistant Branch Manager-071195</div><div></div><div id="requisitionDescriptionInterface.ID1499.row1"><div id="requisitionDescriptionInterface.ID1515.row1"><b>Description</b></div> <p style="font-family:'arial'">Take the next step toward your new career today!</p><p style="font-family:'arial'">Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country!</p><div>The Retail Assistant Branch Manager is responsible for aligning direction with the Retail Branch Manager in driving results and supporting the mission in the growth of consumer and business customer relationships, community engagement, and instore partner relationships, while delivering the Woodforest Experience to every customer, every day, every time.</div><div> </div><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'"><b>Key Responsibilities:</b></p><ul><li>Assist Manager in achieving branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer.</li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Must be a “Keeper of the Woodforest Culture” and possess the ability to create energy around Retail objectives and initiatives.</p><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Assist Manager in developing and leading innovative strategies to grow, retain and deepen consumer and business relationships.</p><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Proactively grow business deposits and loans through inside and outside business calling.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with customers, community members, and retail partners.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Embrace and leads a technology driven customer experience.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Lead, partner and execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and intrinsic community partner.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Inspire and coach team members to reach their full potential and act as a positive role model.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Demonstrate flexibility to perform every other duty as assigned. </p></li></ul><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'"><b>Other Responsibilities:</b></p><ul><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Exhibit operational excellence through diligent adherence to policies and procedures.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.</p><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Practice branch security procedures and protect customer confidentiality and privacy.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Perform branch servicing duties such as paying and receiving, cash and vault balancing; ordering cash, cards, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Practice prudent expense management.</p></li><li><p style="margin-top:0px;margin-bottom:0px;font-family:'arial'">Address customer questions and concerns by telephone and in person or refer to appropriate internal resource with ownership until final resolution.  </p></li></ul><div><b>Competencies Required:</b></div><ul><li>Must be proactive when seeking business outside of the branch.</li><li>Inspired, goal oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales.</li><li>Must be open to direct coaching and feedback.</li><li>Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.</li><li>Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.</li><li>Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in as sales and service process.</li><li>Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.</li><li>Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.</li><li>Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.</li></ul></div><div></div><div id="requisitionDescriptionInterface.ID1555.row1"><div id="requisitionDescriptionInterface.ID1571.row1"><b>Qualifications</b></div> Minimum Qualifications/Experience:<br/>·  3 years of relevant and transferrable sales and/or customer service experience:<br/>   OR an Associate’s degree and 2 years of relevant and transferrable sales and/or customer service experience;<br/>   OR a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience.<br/>·  Demonstrable leadership ability and experience. Prior supervisory experience is helpful.<br/>·  Previous instore banking experience is preferred, but not required.<br/>·  Must be positive and engaging.<br/><br/>Formal Education & Certification:<br/>·  High School Diploma or equivalent required.<br/><br/>Work Status:<br/>·  Full-Time.<br/><br/>Supervisory Responsibility:<br/>·  Mentor or lead a team of more junior staff but does not typically have formal management responsibility for personnel decisions.<br/><br/>Travel:<br/>·  Up to 25% or more outside of branch or as needed by customer.<br/><br/>Working Conditions:<br/>·  Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.<br/><br/>Disclaimer:<br/>This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.<br/><br/>Woodforest is an Equal Opportunity Employer, including Disability and Veterans.</div><div></div><div id="requisitionDescriptionInterface.ID1611.row1"><b>Job</b>: Branch Banking</div><div id="requisitionDescriptionInterface.ID1661.row1"><b>Primary Location</b>: West Virginia-Fairmont</div><div id="requisitionDescriptionInterface.ID1711"></div><div id="requisitionDescriptionInterface.ID1761.row1"><b>Schedule</b>: Full-time</div><div id="requisitionDescriptionInterface.ID1811.row1"><b>Work Locations</b>: <div>WV - Fairmont WM-0345 </div><div>32 Tygart Mall Rd </div><div> Fairmont 26554</div></div><div id="requisitionDescriptionInterface.ID1923"></div><div id="requisitionDescriptionInterface.ID1965"></div><div id="requisitionDescriptionInterface.ID2015.row1"><b>Unposting Date</b>: Ongoing</div><div id="requisitionDescriptionInterface.ID2067.row1"><b>Organization</b>: West Virginia</div></div>

Banking Jobs in Fairmont, OH

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Banking Jobs in Fairmont, OH

Professional Banking Relationship Advisor (Private Banking) Clear Mountain Bank

Integrated Customer Services Specialist Clear Mountain Bank

Retail Assistant Branch Manager Woodforest National Bank

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