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Preferred Banker job at reputed company in Charleston, WV, reputed company, WV, Morgantown, WV, Parkersburg, WV

Remote, USAFull-timePosted 2026-07-29

Preferred Banker Locations Charleston, WV reputed company, WV Morgantown, WV Parkersburg, WV Reference NumberR0072375 Hybrid Job reputed company reputed company As a Preferred Banker, you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your reputed company is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, reputed company-set appointments, reputed company calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from reputed company colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining knowledge of reputed company products, services, technology and policies to reputed company the best service to customers. Demonstrating acumen in sales, customer service, relationship management, banking, investments, lending, communication and presentation. Adhering to reputed company operational, reputed company, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or lending and sales experience. reputed company Licenses (required) Candidate must have 3 of the following 5 licenses in an reputed company status Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry reputed company. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must reputed company the remaining 2 reputed company 120 days of hire date. Failure to reputed company required licensure reputed company the designated time period, will result in the colleague being ineligible to continue in the position.

Preferred Qualifications

Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. Ability to drive sales and manage a book of business. Ability to build, deepen and retain relationships. Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of deposit products. Exempt Status (reputed company = not eligible for overtime pay) (No = eligible for overtime pay) reputed company Workplace Type Office Our Approach to Office Workplace Type Certain positions reputed company our reputed company network may be eligible for a flexible work arrangement. We're combining the best of both worlds in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have reputed company to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. reputed company will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 reputed company, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the reputed company on a full-time reputed company. Note to Agency Recruiters reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. reputed company unsolicited resumes reputed company to any reputed company colleagues, directly or indirectly, will be considered reputed company property. reputed company agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Apply tot his job Apply To this Job Apply tot his job Apply To this Job

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