Floating Relationship Banker

F.N.B. Corporation; Raleigh (NC); On-site; USD 38,000 - 54,000; Full time

Job summary

F.N.B. Corporation is seeking a Floating Relationship Banker in the Retail unit. The role develops proficiency in consumer banking, account servicing, and lending, executing branch leads under the Manager's direction, and pursuing referrals from customer interactions.

You will work to meet weekly sales and referral goals, using branch technology to manage referrals and relationships, while upholding bank policies and risk controls.

Qualifications

• High School or GED required.
• Excellent customer service and communication skills.
• Strong organizational and interpersonal abilities.
• Detail-oriented with accuracy in data and processing.
• Proficient using a PC and standard software applications.
• Experience in a related banking position is preferred.
• Knowledge of banking policies and consumer products is desired.
• Sales experience and customer service skills are important.
• Nationwide Mortgage Licensing System and Registry knowledge preferred but not required.

Responsibilities

• Promote the sales process by greeting customers and identifying needs.
• Leverage leads and referrals to sell bank products and services.
• Process routine customer transactions and account servicing tasks.
• Identify opportunities to convert transactions into qualified sales or referrals.
• Adhere to bank policies, procedures, and risk management expectations.
• Support execution of branch leads and coordinate with the Manager.

Skills

Customer service

Communication

Organizational skills

Detail-oriented

PC skills

Word basic

Excel intermediate

PowerPoint basic

Experience in related position

Banking knowledge

Sales skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location

1050 Yunus Rd. Durham, North Carolina. 27703.

Join our team. Make a difference - for us and for your future.

Position Title

Floating Relationship Banker

Business Unit

Retail

Reports to

Varies Based On Assignment

Position Overview

This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.

Primary 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.

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

0

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

• Frequent driving (car, van, truck)
• 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.