Floating Relationship Banker

First National Bank of Pennsylvania

Winston-Salem (NC)

On-site

USD 42,000 - 56,000

Full time

9 days ago

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Job summary

F.N.B. Corporation in Winston-Salem, NC is seeking a Floating Relationship Banker to develop proficiency in consumer banking transactions, account servicing, and lending, executing branch leads, and converting transactions into sales referrals.

The incumbent may work at various locations within the market and must follow bank policies and core values. Key responsibilities include greeting customers, identifying product needs, leveraging leads, and achieving weekly sales/referral goals, while

Qualifications

  • High School diploma or GED required.
  • Excellent customer service and communication skills.
  • Knowledge of banking policies and consumer products.
  • Ability to use banking software and basic office tools.
  • Sales and referral capabilities encouraged.

Responsibilities

  • Promotes the sales process by identifying customer needs and leveraging leads.
  • Input and maintain data for referrals, customers, and applications.
  • Perform routine teller transactions and related duties.
  • Support ongoing relationship development and cross-selling.
  • Adhere to risk and compliance policies in daily tasks.

Skills

Excellent customer service
Excellent communication
Organizational skills
Detail-oriented
Interpersonal skills
Problem solving
PC proficiency
Sales awareness

Education

High School or GED

Tools

MS Word
MS Excel
MS PowerPoint
Banking software
CRM systems

Job description

Primary Office Location:

10335 North NC Hwy 109. Winston Salem, North Carolina. 27107.

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 regarding 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.

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