Private Banker 2

F.N.B. Corporation

Private Banker 2 responsible for marketing private banking services in Pennsylvania. Managing client relationships and providing exceptional service to business owners and professionals.

Posted 7/9/2026full-timeLancaster • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private banking, including relationship management, underwriting, and wealth management. Proficient in analyzing financial documentation and providing exceptional customer service while effectively cross-selling products.

Highest-signal resume keywords

Private Banking Relationship ManagementUnderwriting AcumenFinancial AnalysisCustomer Service ExcellenceSales Activities Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisTax Return EvaluationCredit Bureau Report AnalysisCash Flow Schedule DevelopmentLoan ProcessingMortgage UnderwritingConsumer Loan Underwriting

Soft Skills

Excellent Communication SkillsDetail-OrientedOrganizational SkillsInterpersonal SkillsInitiative

Tools & Technologies

MS WordMS Excel

Certifications & Qualifications

Nationwide Mortgage Licensing System and Registry Identifier

Industry Keywords

Private Banking ProductsWealth ManagementCross SellingClient NegotiationReferral Network

About the role

Key responsibilities & impact

Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region.
Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services.
Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests.
Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests.
Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance.
Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.

Requirements

What you’ll need

BA or BS
5+ years of experience
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Nationwide Mortgage Licensing System and Registry Identifier required

Benefits

Comp & perks

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Discrimination and harassment free workplace.