Floating Relationship Banker - Raleigh Falls

Davita Inc.; Raleigh (NC); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial institution in Raleigh is seeking a Floating Relationship Banker to enhance customer interactions and drive sales for banking products. This entry-level position requires proficiency in customer service and organizational skills while adhering to company policies. Candidates should have a High School diploma or GED and will interact with customers to promote sales and maintain operational standards. The role may involve working at various locations within the market, highlighting flexibility and adaptability.

Qualifications

• High School or GED required.
• Customer service skills and ability to work with data and software.
• Sales and banking knowledge preferred.

Responsibilities

• Promotes sales through customer interactions and identifies service needs.
• Performs traditional teller transactions and maintains data quality.
• Adheres to compliance regulations and company policies.

Skills

Excellent customer service skills

Excellent communication skills

Excellent organizational skills

Detail-oriented

Sales skills

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:6408 Falls of Neuse Road. Raleigh, North Carolina. 27615.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)

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.