Assistant Branch Manager

First National Bank Of Pennsylvania; Charlotte (NC); On-site; USD 52,000 - 68,000; Full time

Job summary

First National Bank Of Pennsylvania – Charlotte branch is seeking an Assistant Branch Manager to lead the sales team and deliver excellent customer service in a retail banking environment. The role focuses on managing referrals, driving product recommendations, and ensuring compliant operations within the branch.

The incumbent will develop relationships, coach staff, and handle daily branch activities while adhering to FNB’s policies and core values.

Qualifications

• Excellent customer service skills.
• Excellent written and verbal communication skills.
• Strong organizational, analytical and interpersonal abilities.
• Detail-oriented approach to work.
• Proficient with MS Word; basic Excel/PowerPoint.
• Experience in a related banking role or environment.
• Knowledge of banking policies, consumer products and services.
• Sales and customer service experience.

Responsibilities

• Promote the sales process by managing referrals and leveraging sales leads.
• Recommend bank products and services to meet customer needs in a courteous manner.
• Incorporate digital banking products into customer interactions.
• Input and maintain data quality for referrals, customers, and applications.
• Manage daily sales activity with branch staff coaching and performance monitoring.
• Oversee operational duties including scheduling, opening/closing, vault cash, and policy adherence.
• Perform traditional teller transactions as needed.
• Support risk management and regulatory compliance requirements.

Skills

Customer service

Communication

Organizational skills

Attention to detail

PC skills (MS Word)

MS Excel

MS PowerPoint

Banking knowledge

Sales skills

Education

High School or GED

Job description

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Job Description Position Title: Assistant Branch Manager Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is primarily responsible for consistently meeting any and all 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 effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.

Primary 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 the banking needs of customers 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 ensure all tasks performed adhere to the current policy and procedures.
• Performs traditional teller transactions as needed.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the 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.
• The 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.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 2

Skills Required to Perform the Primary Responsibilities of this Position

• Excellent customer service skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Detail-oriented
• Ability to use a personal computer and job-related software MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in a related position.
• Knowledge of banking policies, procedures consumer products and services.
• Sales and customer service skills.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position

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

Physical Requirements or Work Conditions Beyond Traditional Office Work

May require overnight travel for training purposes, particularly during onboarding

Equal Employment Opportunity (EEO)

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.

A culture of teamwork. A history of success.

As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.