Client Relationship Banker & Solutions Advisor

First National Bank; Mayfield Heights (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

First National Bank seeks a Relationship Banker in the Retail unit to develop proficiency in basic consumer banking transactions, account servicing, and lending. The role executes branch leads under the Manager and identifies opportunities to convert transactions into qualified sales or referrals.

The incumbent should have strong customer service and communication skills, be detail-oriented, and able to use common software. Office location may vary within the market.

Qualifications

• High School or GED.
• 0 years of related experience.
• 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.

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.
• 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.
• Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
• 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.
• 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.

Skills

Excellent customer service skills

Excellent communication skills

Excellent organizational

Detail-oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Experience in a related position

Knowledge of banking policies

Sales and customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank seeks a Relationship Banker in the Retail unit to develop proficiency in basic consumer banking transactions, account servicing, and lending. The role executes branch leads under the Manager and identifies opportunities to convert transactions into qualified sales or referrals.

The incumbent should have strong customer service and communication skills, be detail-oriented, and able to use common software. Office location may vary within the market.