Floating Relationship Banker

First National Bank; Summerville (SC); On-site; USD 35,000 - 45,000; Full time

Job summary

First National Bank is seeking a Floating Relationship Banker based in Summerville, South Carolina. This role involves assisting customers with banking transactions, promoting products, and meeting sales goals. Candidates should possess excellent customer service and communication skills, with a high school diploma or GED.

The position requires some experience in a related field and a detail-oriented mindset. Responsibilities include routine teller duties and ensuring compliance with banking regulations. Frequent driving between locations is expected.

Qualifications

• 0 years of job-related experience required.
• Knowledge of banking policies, procedures, consumer products, and services.
• Experience in a related position.

Responsibilities

• Greet customers and identify service and product needs.
• Achieve individual weekly sales/referral goals.
• Maintain effective data quality for referrals, customers, and applicants.
• Perform routine operational duties including teller transactions.
• Drive frequently between variousbank locations.

Skills

Excellent customer service skills

Excellent communication skills, both written and verbal

Excellent organizational skills

Detail-oriented

MS Word - Basic Level

MS Excel - Intermediate Level

Sales and customer service skills

Education

High School or GED

Tools

Personal computer

Job description

Primary Office Location: 1307 North Main Street. Summerville, South Carolina. 29483.

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

High School or GED

Minimum # of Years of Job Related Experience Required

0

Skills Required

• 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

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)

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.