Client Banking Advisor

First National Bank; New Buffalo (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

First National Bank is seeking a Relationship Banker to support customers with banking transactions, account servicing and lending needs at our branch network. You will drive sales referrals, leverage digital tools, and maintain high data quality for new and existing customer relationships.

The role requires attention to compliance, strong communication, and the ability to work at multiple market locations as assigned. Prior banking knowledge and a customer-centric approach are essential.

Qualifications

• 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.
• Knowledge of banking policies, procedures consumer products and services.
• Sales and customer service skills.

Responsibilities

• Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
• Make appropriate recommendations in the selling and cross-selling of Bank products and services.
• Identifies and achieves individual weekly sales/referral goals set by the Branch Manager.
• Incorporate FNB digital products and services into customer interactions.

Skills

Customer service

Communication

Organizational skills

Detail oriented

PC proficiency

MS Word

MS Excel

MS PowerPoint

Banking policies

Sales experience

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Banking software

Job description

First National Bank is seeking a Relationship Banker to support customers with banking transactions, account servicing and lending needs at our branch network. You will drive sales referrals, leverage digital tools, and maintain high data quality for new and existing customer relationships.

The role requires attention to compliance, strong communication, and the ability to work at multiple market locations as assigned. Prior banking knowledge and a customer-centric approach are essential.