Assistant Branch Manager

fnbcorp; Cary (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

FNB Corporation in Morrisville, NC seeks an Assistant Branch Manager to lead daily branch operations and sales activities. You will develop a personal referral network, coach staff, and ensure customer transactions are processed accurately and efficiently.

The role emphasizes managing leads, cross-selling bank products, and maintaining compliance with company policies and core values while delivering exceptional customer service.

Qualifications

• High School diploma or GED required.
• Minimum 2 years of related experience.
• Excellent customer service and communication skills.
• Proficiency with PC software including MS Word, Excel, and PowerPoint.

Responsibilities

• Promotes the sales process through referral management and identifying customer financial needs.
• Input and maintain data quality for referrals, customers, and applicants using branch technology.
• Assist management with daily sales activity and coach branch staff.
• Perform operational duties: scheduling, opening/closing, vault cash, and teller transactions as needed.
• Carry out additional duties as assigned.

Skills

Customer service

Written and verbal communication

Organizational skills

Analytical skills

Interpersonal skills

PC proficiency

MS Word

MS Excel

MS PowerPoint

Banking policies

Sales experience

Education

High School diploma or GED

Job description

Overview

Primary Office Location: 3714 Davis Drive, Morrisville, North Carolina 27560.

Position Title: Assistant Branch Manager

Business Unit: Retail

Reports to: Varies Based on Assignment

Position Overview

This position is primarily responsible for consistently meeting customer asks within the retail branch environment and assisting with the management of the branch and sales team. The incumbent will develop and maintain a personal referral network, execute branch leads according to consumer bank standards, perform successful execution of all customer transaction requests, and convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.

Responsibilities

• Promotes the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs. Make appropriate recommendations in the selling and cross-selling of bank products and services to meet customers\' banking needs in a courteous and professional manner. Incorporate FNB digital products and services into customer interactions.
• Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
• Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
• Coordinates and completes the operational duties as assigned, by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensuring all tasks performed adhere to current policy and procedures. Performs traditional teller transactions as needed.
• Performs other related duties and projects as assigned.

Compliance and Risk

All employees have the responsibility and accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. 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.

Qualifications

• Minimum Education: High School or GED
• Minimum Experience: 2 years of job-related experience
• Skills: Excellent customer service; Excellent written and verbal communication; Excellent organizational, analytical and interpersonal skills; Detail-oriented; Proficiency with PC and job-related software; MS Word (Basic); MS Excel (Intermediate); MS PowerPoint (Basic); Experience in a related position; Knowledge of banking policies, procedures, consumer products and services; Sales and customer service skills

Licenses/Certifications

Nationwide Mortgage Licensing System and Registry Identifier preferred but may be required.

Physical Requirements

N/A

Equal Employment Opportunity

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.