Floating Relationship Banker

First National Bank Of Pennsylvania; United States; On-site; USD 42,000 - 64,000; Full time

Job summary

First National Bank Of Pennsylvania is seeking a Floating Relationship Banker in Retail to support branch operations and drive sales. The role involves handling consumer banking transactions, account servicing, and identifying referral opportunities under guidance from managers across various locations.

Several responsibilities include greeting customers, recommending bank products, achieving weekly referral goals, and leveraging digital tools while ensuring data quality and compliance with

Qualifications

• High School or GED required.
• Excellent customer service and communication skills.
• Knowledge of banking policies and consumer products is preferred.
• Sales and customer service experience is beneficial.

Responsibilities

• Promotes the sales process by greeting customers and identifying needs.
• Makes recommendations in selling and cross-selling bank products.
• Meets weekly sales/referral goals set by the Branch Manager.
• Incorporates FNB digital products into customer interactions.
• Input and maintain data quality for referrals and applications.
• Performs routine teller transactions and related operational tasks.
• Supports risk management and regulatory compliance.

Skills

Customer service

Communication

Organizational skills

Interpersonal skills

Detail-oriented

PC & software use

Sales and customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 23 West Center Street. Lexington, North Carolina. 27292.

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.

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.